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S
great analysis.
Cadence IP footprint is much smaller than Synopsys. Used to be a disadvantage as IP growth is always much higher than...
Sep 10, 2025
S
Read or listen to the first couple of Q&A questions. It's mostly about IP.
* China - the 6 week licensing revocation window due to...
Sep 10, 2025
K
Read or listen to the first couple of Q&A questions. It's mostly about IP.
* China - the 6 week licensing revocation window due to...
Sep 10, 2025
X
Not exactly news that 18a isn't the best for mobile, Intel's nodes have traditionally especially struggled with leakage, especially at...
Sep 10, 2025
X
Probably a dunk due to Snapdragon also competing with Intel on Client PC.
Ain't no way Intel is in same position as Samsung in Foundry...
Sep 10, 2025
X
He's suggesting IFS worse than Samsung, that's really something.
Sep 10, 2025
X
Fair, but capacity availability is only one part of the equation -- people will actually have to buy and be able to use Oracle Cloud...
Sep 10, 2025
X
What a silly article. The writer makes a big deal about Ellison taking loans with his stock holdings as collateral, rather than just...
Sep 10, 2025
X
The article I linked to makes the case that Oracle took a risk and got out ahead of the pack CI providers with an AI-first data center...
Sep 10, 2025
K
The article I linked to makes the case that Oracle took a risk and got out ahead of the pack CI providers with an AI-first data center...
Sep 10, 2025
K
Interesting:
Stock buybacks plus this:
“We will build and operate more cloud infrastructure data than all of our cloud infrastructure...
Sep 10, 2025
M
It’s no surprise that newer nodes tend to be more expensive than older ones—so the fact that 14A is costlier than 18A isn’t unexpected...
Sep 10, 2025
X
Reality check here -
"We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year — and then increase to...
Sep 10, 2025
Larry Ellison’s $100 Billion Morning Is Not Just Driven By Oracle’s Share Jump
The world’s second-richest person had the single best...
Sep 10, 2025
X
Don’t skip the mighty Microsoft.
I believe Oracle is currently focused on a few of its largest customers, while Google, Amazon, and...
Sep 10, 2025
Like.
Not exactly news that 18a isn't the best for mobile, Intel's nodes have traditionally especially struggled with leakage, especially at...
hist78 replied to the thread Oracle stock soars as CEO says AI-fueled cloud revenue set to soar to $144 billion.Larry Ellison’s $100 Billion Morning Is Not Just Driven By Oracle’s Share Jump The world’s second-richest person had the single best...