Investor in mostly EVs/AI and mobile
DeepSeek Monday on steroids is my baseline expectation for how this ends.
But the music’s still playing and likely will for a while.
DeepSeek Monday on steroids is my baseline expectation for how this ends.
But the music’s still playing and likely will for a while.
But the odds of Intel surviving as a leading edge node vendor did go up.
But the odds of Intel surviving as a leading edge node vendor did go up.
232 tariffs are still coming and investments/orders with Intel are a cheaper way to get an exemption (or a licence to export to China) than building a fab.
Trump gets to make a big announcement and tweet about Intel's stock price.
232 tariffs are still coming and investments/orders with Intel are a cheaper way to get an exemption (or a licence to export to China) than building a fab.
Trump gets to make a big announcement and tweet about Intel's stock price.
Nothing requires you to give it (versus the possibility that FaceID is used to unlock your device without your permission).
Nothing requires you to give it (versus the possibility that FaceID is used to unlock your device without your permission).
It is really hard to figure out where to draw the line.
It is really hard to figure out where to draw the line.
Experiences will get tiktokked.
Experiences will get tiktokked.
Doesn’t feel like this is ending anytime soon.
Doesn’t feel like this is ending anytime soon.
Shorting it gives you the bonus of time decay.
Shorting it gives you the bonus of time decay.
Turns out there is at least one decent owner in sports.
Turns out there is at least one decent owner in sports.
Wont see much of an impact until ‘27 and this assumes that the new tax cuts don’t become permanent.
x.com/donfschneide...
Wont see much of an impact until ‘27 and this assumes that the new tax cuts don’t become permanent.
x.com/donfschneide...
Gates deciding to publish an oped would be enough to put a target on Microsoft.
Gates deciding to publish an oped would be enough to put a target on Microsoft.