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Latest activity

What's new Featured content New posts Latest activity

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Paul2 replied to the thread Taiwan and the porcupine war defence.

Taiwan having nukes in seventies would've led to the resolute victory against the opponent who simply didn't have much of radars, jet...

Jan 18, 2026
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Paul2 replied to the thread Taiwan and the porcupine war defence.

On the opposite, Republic's and mainlands relationship were never of a dialogue, but a very precarious ceasefire with some trade, and...

Jan 18, 2026
Daniel Nenni reacted to XYang2023's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with Like.

PE is rear looking.

Jan 18, 2026
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Paul2 reacted to Daniel Nenni's post in the thread Taiwan and the porcupine war defence with Like.

Taiwan was developing nukes in the 1970s and 1980s but the US opposed it. We probably regret that now. Taiwan having nukes could give...

Jan 18, 2026
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Fred Chen reacted to Barnsley's post in the thread SK hynix completes Wuxi 1a DRAM conversion with Like.

This is where many companies are going. All in China ecosystem. We have customers who do not want their data to leave China for...

Jan 18, 2026
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XYang2023 replied to the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story”.

PE is rear looking.

Jan 18, 2026
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siliconbruh999 reacted to dkr1986's post in the thread Lip-Bu Tan Update on 18A and 14A with Like.

I am just saying that If Intel Foundry charges market price for 18A wafers to Intel Products, there is not going to be any immediate...

Jan 18, 2026
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siliconbruh999 reacted to julienmore's post in the thread "AMD & NVIDIA Abandoned This Segment" | Intel Arc GPU Factory Tour with Sparkle with Like.

Analyse tout à fait pertinente. Si les GPU ou les puces d'IA d'Intel étaient réellement compétitifs face à ceux de Nvidia en termes de...

Jan 18, 2026
K

KevinK reacted to blueone's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with Like.

783? Where did that come from? INTC's PE is 4,429 as of the NASDAQ close on Jan 16.

Jan 18, 2026
K

KevinK reacted to Brady's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with Haha.

Undervalued at 783 P/E! Give me some more of that Cramer optimism, baby!

Jan 18, 2026
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Barnsley replied to the thread SK hynix completes Wuxi 1a DRAM conversion.

This is where many companies are going. All in China ecosystem. We have customers who do not want their data to leave China for...

Jan 18, 2026
B

Barnsley reacted to Fred Chen's post in the thread SK hynix completes Wuxi 1a DRAM conversion with Like.

The shipping of wafers to China is an interruption in an otherwise smooth flow; it would be much easier for them to have a non-EUV flow...

Jan 18, 2026
Daniel Nenni reacted to Brady's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with Haha.

Undervalued at 783 P/E! Give me some more of that Cramer optimism, baby!

Jan 18, 2026
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lispwright reacted to Brady's post in the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story” with Sad.

Undervalued at 783 P/E! Give me some more of that Cramer optimism, baby!

Jan 18, 2026
B

Brady replied to the thread Jim Cramer Says “Once They Cleaned Up the Balance Sheet, Intel Instantly Became a Much Better Story”.

Undervalued at 783 P/E! Give me some more of that Cramer optimism, baby!

Jan 18, 2026

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