I think the report bodes well for AMD. Demand is strong, Intel can’t meet all of the demand, Intel is rising prices. Somebody (AMD) can fill the void. I think there may be one tiny issue though: Memory prices, specifically DDR5 prices are rising. China now makes DDR4 and is selling it cheaply. Raptor Lake […]
This post is brutally honest. You may not like it. x86 on the consumer side is becoming irrelevant. It’s so soundly beaten by ARM that it’s not funny. Let’s suppose Intel’s chips have the same performance and power efficiency of the M4 series. You guys would be calling for AMD’s funeral. Heck, even a 20% […]
A sweeping wave of support from corporate giants now includes major crypto players such as Coinbase, Ripple, and others, signaling digital assets’ deepening integration into Washington’s power circles through the ambitious White House expansion initiative. Crypto Firms Join Corporate Titans in White House Expansion Funding A surge in crypto industry involvement in U.S. political financing […]
Global finance is undergoing a seismic shift as JPMorgan reportedly gears up to allow institutional clients to use bitcoin and ether as loan collateral, a groundbreaking move that positions digital assets at the heart of mainstream banking and investment strategies. JPMorgan to Accept Bitcoin, Ether as Loan Collateral in Global Rollout Global banks have intensified […]
Grayscale’s NYSE bell ringing marked a breakthrough moment for crypto investing as its multi-asset ETF opened institutional access to bitcoin, ether, and XRP, driving wider adoption and expanding exposure across the rapidly maturing digital economy. Grayscale Rings NYSE Bell to Celebrate Landmark Crypto ETF Institutional momentum around digital assets strengthened as one of the world’s […]
While gold prices fell sharply recently, JPMorgan analysts believe that the fundamentals behind the recent bull market are still intact. If commodity trend sellers fueled the recent selloff, it’s possible that gold might rise 110% by 2028, substituting bonds in some portfolios. Double or Nothing: JPMorgan Expects Gold Prices to Shoot up as It Takes […]
Ok–I didn’t want to start one. I thought all the RFK Jr. nonsense could stay in the anti-vaxxer thread. But folks, this is now a real concern. I’m actually seeing RFK Jr. bumper stickers (plural–more than one) driving around town and saw a few stickers in the Bay Area during my Fourth trip earlier in […]
If this is true, and I believe it could be true, it is quite sad, because NVIDIA cannot get enough wafers even if they wanted to (they could be going to Samsung for cost but it is not like they could go all TSMC anyway).As for AMD, to partner exclusively with TSMC they need to […]