Stock discussions

[hyperbole]

1 hour ago, Vaampire said:

Emo bhayya. Imo, intel is lagging by a decade in technology. I have lot of friends who worked or working at intel. Literally no one is happy.

kotha ceo vachi salary adjustments chestha ani cheppadu. Team lo okkariki 60k-100k equity offer chesaru. Backfired in big way.

 

 

INTC is the only real US chip manufacturer that can reasonably compete with Korean Samsung and Taiwanese TSMC, rest all are fabless design manufacturing i.e apple, nvidia, boardcom, amd, mrvl etc. who outsource manufacturing to TSMC. INTC is getting boat load of cash(probs something like $50B equivalent) from the government that is positive for the shareholders, while maintaining the buybacks and dividends.
Yes, TSMC and others are also hedging and gonna start making some chips in USA but realistically the government  will give most of the cash to INTC.

TSMC and Samsung foundries are pretty much bottlenecked. Apple, AMD, NVIDIA, Qualcomm, Mediatech, Broadcom, various carmakers, electronics manufacturers etc and not to mention Intel themselves are a big buyer. Specifically, Intel and Apple has bought out all capacity of TSMC 3nm. This means there is an enormous demand that is not being fulfilled and Intel launching their foundry services and already signing deals with Qualcomm, Amazon is a big deal.

For reference, TSMC's market cap is 3x bigger than Intel. In 2024-2025, you might even see Apple, NVIDIA and the likes fabricating their chips from Intel just to give a big F U to TSMC (who is currently slightly overcharging if the rumours are to be believed).

By 2025-26 Intel MC will be 2X bigger because of foundry business. 

The end goal will be fabless manufacturing for INTC success, My intuition says that INTC will provide professional services to some degree to design the chip per customer demands and/or manufacturer to their specifications. The future will be like every big company will have their customizations like FB and Google have their own designed datacenter chips to some extent, as every industry usecase is specific some might need high GPu and some computing power, the processor instructions set might differ as per needs.This will help INTC raise efficiencies by industry need and save money to the customer by delivering only what the customer needs than cookie cutter products. AMD does this already for XBOX and PS, customizations to  their processor to keep costs down

[hyperbole]

42 minutes ago, dalapathi said:

DIDI Ipo price pay chesta ani ekkada annadi? Atla cheppi vunte ee patiki stock price 14 ayyedi kada. Valla daggara vunna cash 3bn. Andariki pay cheyyali ante 67 bn kavali

 

HK ki move chesta annaru anukunta. 

67B ante total outstanding stocks(also includes insiders and unsold stock), NYSE float will be quite less, it shouldn’t be more than $4 billion. They are also listed on HSE. Atleast the expectation is for them to pay the IPO price

https://www.reuters.com/technology/reaction-didi-globals-plans-delist-new-york-2021-12-03/

 

[hyperbole]

$ARDX - please do your due diligence. This stock might boom in next 2-4 weeks

currently trading at $1.6 - PT raised to $13 (Citi group), 2 other analysts raised PT to $7 in this week for the following reasons

They are commercializing FDA approved drug in Q2 2022 with potential $500 mil revenues.

potential FDA reversal of the drug rejected in July, which crashed the stock from $10 to $1. Major catalyst as people are saying it mostly will reversed upon appeal in the coming months

i bought some shares at $1.5 yesterday as I liked the fundamentals- $100 MC, $120 cash on hand, patents, Fremont based company in business for past 5 years, management board headed whose been there done that like M&A stuff

[yemdoing]

bitcoin crashing 

[sri_india]

10 minutes ago, yemdoing said:

bitcoin crashing 

Ev and crypto correction followed by blue chip ... inka janalaki Picchi lesipothadi emi idhi ayithy

[Vaampire]

Loaded eth at @3900

[yemdoing]

14 minutes ago, Vaampire said:

Loaded eth at @3900

how many dozens of billalu ?

[Vaampire]

28 minutes ago, yemdoing said:

how many dozens of billalu ?

4.16 dozens

[Raven_Raeyes]

Loaded LTC @ 136

Loaded ETH @ 3700

 

Any particular reason for crypto meltdown today ?

[Naaperushiva]

luckily hit ltc at 105 and ftm 1.05

both almost 50% profit made 5 digit profit under an hour

[jaathiratnalu]

4 hours ago, Naaperushiva said:

luckily hit ltc at 105 and ftm 1.05

both almost 50% profit made 5 digit profit under an hour

1 hr ..5 digit profits ante investment kuda huge vundali

[nokia123]

8 hours ago, sri_india said:

Ev and crypto correction followed by blue chip ... inka janalaki Picchi lesipothadi emi idhi ayithy

itla ithe blood bath ye na inka coming future la?

[mettastar]

Fear crypto loki kuda spread aindi .. so oka 3-4 weeks bleeding untademo

[Vaampire]

Added mana at 2.87 last night. & gala at 0.36

crypto

[mettastar]

34 minutes ago, Vaampire said:

Added mana at 2.87 last night. & gala at 0.36

crypto

Uncle crypto charting ekkada chesthav? Stop loss ela pettali crypto meda?