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exactly even cramer is unsure lol +1-1 = 0
Aug 4, 2025
T
Just to be clear - is the blue line here "Cramer" (as actually labelled) or "inverse Cramer" (as implied) ?
Aug 4, 2025
S
Of course. But it takes many years to design a new core and processor.
Aug 4, 2025
Y
Just curious. Is the design issues of Intel product like relatively poorer performance compare to amd etc , something that can be fixed...
Aug 4, 2025
Arteris’ FlexGen smart NoC IP will be utilized by AMD in semiconductor designs to enable improved product performance and efficiency...
Aug 4, 2025
Y
Hmm. I wonder how is the inverse Cramer portfolio is created. Is it equally weighted , value weighted ? And any rebalancing or recycling...
Aug 4, 2025
Talk about competing with your customers, now you know why QCOM is working closely with TSMC. :ROFLMAO: It is also complete nonsense...
Aug 4, 2025
Even Qualcomm's much-anticipated Snapdragon 8 Elite 2 chipset won't be 2nm.
By Devesh Beri August 1, 2025
Credit: Samsung
After...
Aug 4, 2025
M
Samsung sells to competitors and buys from competitors. People should do whatever is needed to win
Aug 4, 2025
J
I wonder how much yield SS will have to eat in order to not bottleneck its own market and how many bug fixes will be necessary.
Aug 4, 2025
J
Talk about competing with your customers, now you know why QCOM is working closely with TSMC. :ROFLMAO: It is also complete nonsense...
Aug 4, 2025
S
Didn't Apple switch to TSMC because Samsung was competing with iPhone?
Aug 4, 2025
S
It is the only chance for Intel to beat TSMC in leading edge processes I think.
Aug 4, 2025
S
Sorry, it is 1M+ N3 wafers per year, not month. Actually, I think it is closer to 1.5M and should grow to 2M in 2026. Yet N3 capacity is...
Aug 4, 2025
S
For those who may not get the reference, here's doing the exact opposite of what Jim Cramer recommends vs the S&P 500:
(EDIT: This is...
Aug 4, 2025
Daniel Nenni reacted to siliconbruh999's post in the thread Jim Cramer on Intel CEO: “He Totally Understands Everything” with
Haha.
exactly even cramer is unsure lol +1-1 = 0
hist78 reacted to Daniel Nenni's post in the thread Samsung Beats Qualcomm, Announces Exynos 2600 as World’s First 2nm Smartphone Chipset with
Like.
Talk about competing with your customers, now you know why QCOM is working closely with TSMC. :ROFLMAO: It is also complete nonsense...