$NVIDIA (NVDA.US)$$500 billion Stargate, $75 billion Meta, etc etc the list goes on, and all of them needs Blackwell, if not Blackwell then what? some lame Intel GPU? hahaha$Intel (INTC.US)$
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Kevin888
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wowowo, intel is at least is best at cpus
Kevin888
JayMoon07
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no, they are best cpu industry, will be in lead this 1.8nm 18A cpu by the end of this year. 2 new best asml machine is purchased(even tsmc didn’t get it and have to wait next year) and are going in full production. I know intel did not focus on better cpus before because they are too good and nearly no opponent in the past, right now very much competition, but it will benefit intel and intel is really focusing on those cpus with jumping generation gaps in the future, it is a very fantastic company expect to recapture the position in cpu market the 2025 and 2026 years
wafflewolfeh
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use amd for inference no point use blackwell because well its not well. Facebook already running inference for Lama on amd. more to follow suit. especially blackwell now got delays as well. Things not looking well…
$Apple (AAPL.US)$seriously… there are a million and one reasons apple can be attacked… and apple still wants to keep their DEI programmes… for what?? do they want to put a target on their back? clearly the autocorrect issue was a result of DEI
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爆头特朗普世界和平
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because CEO Cook is gay , we all know now that.
China’s semiconductors and components, including legacy chips and critical parts produced by a wide range of suppliers, are integral to U.S. industries, often flowing through Chinese brands or third-party manufacturers. If China extended sanctions to ban exports of these chips and components—directly to the U.S. or via global supply chains—the U.S. would face catastrophic d...
Jacob_maylordprotect
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and then? why is Xi not banning or sanctioning all your mentioned critical exports to US now? Because everyone knows its a double edged sword, China itself will get impacted too, that is on top of what the leeks in China are experiencing now. (Unemployment,Deflation, Low wages,FDI decline)
hechunqing69
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After decoupling from the Chinese economy, the USA will usher in unprecedented prosperity. Currently, both bulls and bears are using all the rendered chaos to drive down stock prices, then seizing the opportunity to accumulate shares.
$Tesla (TSLA.US)$investors and large speculators are piling onto call options Wednesday that give the holder the right to buy the stock at more than triple its current value by mid-2026 even amid a stock sell-off. Call options with a strike price of $950 expiring on June 18, 2026 attracted the third-heaviest volume among contracts tied to the electric vehicle maker. The volume jumped by almost a third to 63,600, boosted by...
Freshand3asy
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lol fckin hate moomoo plz dont hold overnight lol i swear moomoo puts out an absurb news it’s kinda true but youll still lose money lol just like 450 calls smart money buying before earning is releases. somewhat true but theyll take your money
Kevin888 : wowowo, intel is at least is best at cpus
JayMoon07 Kevin888 : they are best at cpu, but their cpu not even the best in the market.*mic drops![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Kevin888 JayMoon07 : no, they are best cpu industry, will be in lead this 1.8nm 18A cpu by the end of this year. 2 new best asml machine is purchased(even tsmc didn’t get it and have to wait next year) and are going in full production. I know intel did not focus on better cpus before because they are too good and nearly no opponent in the past, right now very much competition, but it will benefit intel and intel is really focusing on those cpus with jumping generation gaps in the future, it is a very fantastic company expect to recapture the position in cpu market the 2025 and 2026 years
wafflewolfeh : use amd for inference no point use blackwell because well its not well. Facebook already running inference for Lama on amd. more to follow suit. especially blackwell now got delays as well. Things not looking well…