Thread: Rants and WTF are you talking about and Coronavirus!
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03-02-24 03:06 #11934
Posts: 1293Originally Posted by BobNSuzy [View Original Post]Originally Posted by BobNSuzy [View Original Post]
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03-01-24 15:16 #11933
Posts: 261Originally Posted by Pistons [View Original Post]
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03-01-24 02:12 #11932
Posts: 6664Originally Posted by Ararat [View Original Post]
You can compare Intel financials to AMD if you want. See which one is undervalued compared to the other one, and by how much.
It is either my assumptions about chips money being true, or some wall street telegram group of big traders being flock animals.
Could also be a mix.
Could also be that the taiwanese americans all over us hardware tech is kinda grouping up against Intel. Due to the fear of big China. They know tsmc is their bet on having usa save them. But China will attack if you listen to Xi. Probably won't be before 2027 tho.
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02-29-24 19:20 #11931
Posts: 6664Originally Posted by BobNSuzy [View Original Post]
Without these grants (tax incentives, loans etc) Intel cannot compete with Tsmc and Samsung who has received simillair incentives from the Taiwanese and Korean governments for over a decade now.
But once the grants are in place, fair valuation will come. But not before. The US grant seems close. The German one might be further off for now. Really hard to say.
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02-29-24 17:38 #11930
Posts: 394Originally Posted by Pistons [View Original Post]
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02-29-24 13:34 #11929
Posts: 6664Originally Posted by EscapeArtist [View Original Post]
But I'm not selling or buying due to taxes this year. Sure supermicro or something would have been better at the start of the year. Not that it's even listed, but you can still buy I guess. Amd is a tulip stock. Has nothing on Intel, and lacks a foundry segment. Plus massively overvalued compared to Intel. Nvidia probably, but then I'd have to trade it.
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02-29-24 13:28 #11928
Posts: 6664Originally Posted by Ararat [View Original Post]
Some people loose grasp of context.
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02-27-24 09:12 #11927
Posts: 22047Originally Posted by Ararat [View Original Post]
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02-26-24 21:59 #11926
Posts: 22047Originally Posted by Mander [View Original Post]
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02-26-24 21:57 #11925
Posts: 22047Originally Posted by Abox79 [View Original Post]
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02-26-24 21:49 #11924
Posts: 90Ever heard of this guy named Navalny? I heard he ran against Putin.
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02-26-24 17:06 #11923
Posts: 394Originally Posted by Abox79 [View Original Post]
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02-26-24 11:15 #11922
Posts: 466Are you serious?
Originally Posted by Sirioja [View Original Post]
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02-25-24 23:14 #11921
Posts: 22047Originally Posted by Abox79 [View Original Post]
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02-25-24 20:00 #11920
Posts: 394Originally Posted by Abox79 [View Original Post]
There's literally no opposition to the attack on Ukraine.