GemStateSurfer

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GemStateSurfer

GemStateSurfer

@GemStateSurfer

Christian. Husband. Father. WaveRider Semiconductors & Telecom *I have a Wild Turkey Hen for a guard dog*

Pretty Far North, USA شامل ہوئے Aralık 2020
2.1K فالونگ996 فالوورز
پن کیا گیا ٹویٹ
GemStateSurfer
GemStateSurfer@GemStateSurfer·
Mini Ponto awhile back
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The Babylon Bee
The Babylon Bee@TheBabylonBee·
The Babylon Bee tweet media
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zerohedge
zerohedge@zerohedge·
Housing start plunge: Housing Starts 1177K, Exp. 1430K, Last 1392K Housing Permits 1413K, Exp. 1418K, Last 1423K
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GrrrGraphics 🇺🇸- Ben & Tina Garrison Cartoons
𝐆𝐑𝐑𝐑𝐌𝐨𝐫𝐧𝐢𝐧𝐠! 🌞🌞🌞 and we are online and full throttle! Staytooned for a NEW Tina Toon today- turn on your notifications! BOO-YAH
GrrrGraphics 🇺🇸- Ben & Tina Garrison Cartoons tweet media
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Braxton McCoy
Braxton McCoy@braxton_mccoy·
We're working on rolling out a better, more accessible way to keep everyone appraised of land and wildlife issues from our perspective. Which are numerous. Remain vigilant scumbags are about to attempt to sell your land to foreigners again.
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Dr. Maalouf ‏
Dr. Maalouf ‏@realMaalouf·
Islamic scholar in the UK is very angry and threatens to rip out the tongue of anyone who dares to criticize Islam and Muhammad. “Infidels are getting too comfortable around Muslims, and we’re ready for mortal combat.” How is this not incitement to violence?
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Tommy Robinson 🇬🇧
Tommy Robinson 🇬🇧@TRobinsonNewEra·
Howard Street, Glasgow. Gang of invaders attack a lone white man. Reverse the races and this would be headline news.
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Apple Lamps
Apple Lamps@lamps_apple·
@DavidSacks @csentropy tldr “Anthropic called Mythos a cyberweapon when regulation helped its brand, then brushed off a trusted jailbreak when safety required a patch.”
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SemiAnalysis
SemiAnalysis@SemiAnalysis_·
China understands this perfectly. Hollowing out Western auto manufacturing isn't just a commercial strategy for auto production excellence, it erodes the West's ability to mobilize in a future conflict, while China builds the largest industrial surge capacity on earth. (9/10)
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TechInsights
TechInsights@techinsightsinc·
📈 SoCs are projected to exceed $500B in 2026, well ahead of expectations. Driven by demand for efficient compute in datacenters and AI infrastructure. Migration to advanced process nodes alone is driving strong silicon IP demand (+16% CAGR).🔗bit.ly/4e7WHBV
TechInsights tweet media
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TechInsights
TechInsights@techinsightsinc·
A comparison of total manufacturing costs between the Xiaomi Redmi Turbo 5 Max and the Honor 500 shows that the Xiaomi Redmi Turbo 5 Max is approximately 10.9% higher than the Honor. Applications / Baseband Processor 46.13% of the Xiaomi Redmi Turbo 5 Max 39.40% of the Honor 500 Memory: Volatile 21.34% in the Xiaomi Redmi Turbo 5 Max 20.42% in the Honor 500. Compare both devices in one quick read 👉 bit.ly/4vOfwBz #Xiaomi #Honor #Smartphones #Processors #Memory #TechInsights
TechInsights tweet media
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IDC
IDC@IDC·
AI infrastructure revenues look extraordinary. They're also hard to trust at face value. Circular financing has made the headline numbers difficult to read. IDC's Eric Newmark argues the real signal is at the application layer and explains why that's where enterprise tech decision-makers should be placing their focus right now. If you're building or advising on AI strategy, this one's worth your time. 🔗 Read the latest: bit.ly/4xsc2Gf #AIStrategy #EnterpriseAI #IDCResearch
IDC tweet media
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Counterpoint Research
Counterpoint Research@CounterPointTR·
𝗧𝗵𝗿𝗲𝗲 𝗧𝗿𝗲𝗻𝗱𝘀 𝗦𝗵𝗮𝗽𝗶𝗻𝗴 𝗔𝘂𝘁𝗼𝗺𝗼𝘁𝗶𝘃𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 - 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 𝗳𝗿𝗼𝗺 𝟮𝟬𝟮𝟲 𝗤𝘂𝗮𝗹𝗰𝗼𝗺𝗺 𝗦𝘂𝗺𝗺𝗶𝘁 @Qualcomm 𝗋𝖾𝖼𝖾𝗇𝗍𝗅𝗒 𝖼𝗈𝗇𝖼𝗅𝗎𝖽𝖾𝖽 𝗂𝗍𝗌 𝟤𝟢𝟤𝟨 𝖠𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖳𝖾𝖼𝗁𝗇𝗈𝗅𝗈𝗀𝗒 𝖺𝗇𝖽 𝖢𝗈𝗈𝗉𝖾𝗋𝖺𝗍𝗂𝗈𝗇 𝖲𝗎𝗆𝗆𝗂𝗍 𝗂𝗇 𝖶𝗎𝗑𝗂, 𝖢𝗁𝗂𝗇𝖺. 𝖳𝗁𝖾 𝗌𝗎𝗆𝗆𝗂𝗍 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝗈𝗏𝖾𝗋 𝟨𝟢 𝗄𝖾𝗒𝗇𝗈𝗍𝖾 𝗌𝗉𝖾𝖾𝖼𝗁𝖾𝗌 𝖺𝗇𝖽 𝗆𝗈𝗋𝖾 𝗍𝗁𝖺𝗇 𝟩𝟢 𝖺𝗎𝗍𝗈𝗆𝗈𝗍𝗂𝗏𝖾 𝖾𝗅𝖾𝖼𝗍𝗋𝗈𝗇𝗂𝖼𝗌 𝗌𝗎𝗉𝗉𝗅𝗂𝖾𝗋𝗌 𝗌𝗁𝗈𝗐𝖼𝖺𝗌𝗂𝗇𝗀 𝗈𝗏𝖾𝗋 𝟧𝟢 𝗋𝖾𝖺𝗅-𝗏𝖾𝗁𝗂𝖼𝗅𝖾 𝖽𝖾𝗆𝗈𝗇𝗌𝗍𝗋𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗍𝖾𝗌𝗍-𝗋𝗂𝖽𝖾 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. 𝖮𝗎𝗋 𝗅𝖺𝗍𝖾𝗌𝗍 𝗋𝖾𝗉𝗈𝗋𝗍 𝗌𝗎𝗆𝗆𝖺𝗋𝗂𝗓𝖾𝗌 𝗍𝗁𝖾 𝗄𝖾𝗒 𝗉𝗋𝗈𝗀𝗋𝖾𝗌𝗌 𝖺𝗇𝖽 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒 𝗍𝗋𝖾𝗇𝖽𝗌 𝗎𝗇𝗏𝖾𝗂𝗅𝖾𝖽 𝖺𝗍 𝗍𝗁𝖾 𝗌𝗎𝗆𝗆𝗂𝗍 𝖺𝖼𝗋𝗈𝗌𝗌 𝗂𝗇𝗍𝖾𝗅𝗅𝗂𝗀𝖾𝗇𝗍 𝖼𝗈𝖼𝗄𝗉𝗂𝗍𝗌, 𝖠𝖣𝖠𝖲, 𝖺𝗇𝖽 𝖼𝗈𝖼𝗄𝗉𝗂𝗍-𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇. 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: • 𝖨𝗇𝗇𝗈𝗏𝖺𝗍𝗂𝗏𝖾 𝗌𝗈𝗅𝗎𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗋𝖾𝖺𝗅-𝗐𝗈𝗋𝗅𝖽 𝖽𝖾𝗉𝗅𝗈𝗒𝗆𝖾𝗇𝗍 𝖻𝗋𝖾𝖺𝗄𝗍𝗁𝗋𝗈𝗎𝗀𝗁𝗌 𝖺𝖼𝗋𝗈𝗌𝗌 𝖠𝖨 𝖺𝗀𝖾𝗇𝗍 𝖿𝗎𝗅𝗅-𝗌𝖼𝖾𝗇𝖺𝗋𝗂𝗈 𝖾𝗑𝗉𝖾𝗋𝗂𝖾𝗇𝖼𝖾𝗌. • 𝖠𝖨 𝗆𝗎𝗅𝗍𝗂𝗆𝗈𝖽𝖺𝗅 𝗂𝗇𝗍𝖾𝗋𝖺𝖼𝗍𝗂𝗈𝗇, 𝖼𝗈𝖼𝗄𝗉𝗂𝗍-𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗂𝗇𝗍𝖾𝗀𝗋𝖺𝗍𝗂𝗈𝗇, 𝖺𝗇𝖽 𝖠𝖽𝗏𝖺𝗇𝖼𝖾𝖽 𝖣𝗋𝗂𝗏𝖾𝗋 𝖠𝗌𝗌𝗂𝗌𝗍𝖺𝗇𝖼𝖾 𝖲𝗒𝗌𝗍𝖾𝗆𝗌 (𝖠𝖣𝖠𝖲) 𝖼𝖺𝗉𝖺𝖻𝗂𝗅𝗂𝗍𝗒 𝖺𝖽𝗏𝖺𝗇𝖼𝖾𝗆𝖾𝗇𝗍𝗌. 𝗠𝗼𝗿𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗮 𝗱𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/insights/be… 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗔𝘂𝘁𝗼 𝟯𝟲𝟬 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 𝗵𝗲𝗿𝗲: counterpointresearch.com/en/reports/cou… #AutomotiveTech #ADAS #Qualcomm #SmartCockpit #IntelligentCockpit #CounterpointResearch #AI
Counterpoint Research tweet media
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Liz Ann Sonders
Liz Ann Sonders@LizAnnSonders·
Sectors’ percentage of stocks trading at 4w and 52w highs (S&P 500 still with less than 8% of its stocks trading at 52w highs)
Liz Ann Sonders tweet media
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Hedgeye
Hedgeye@Hedgeye·
A record 45% of Central Banks report they plan to increase their gold reserves in the coming 12 months
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