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3 Sep 2024
So you wanted to know my banger stock.. if .. and I say if they survive.. Intel.. go look up silicon photonics and who is a leader in the field.. again.. if they survive.. there is a reason folks are going after them.. $intc
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Heres a snippet from this weeks Fade the Desk .. Hello Mcfly...
"The mainframe — the thing pronounced dead every year since 1991 — still runs 73% of the world's transaction volume by value. 45 of the top 50 banks. 9 of the top 10 retailers. Several of the largest airlines. That data is regulated, sovereign, and in many cases legally prohibited from leaving the building."
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Look Im gonna tell you something that you may not understand and its a repeat of what I have already chirped at you... $SPCX cannot progress at scale without significant automation.. where do you think the fucking robots are going to come from? think really really really hard...
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Fade The Desk V5 coming to you tomorrow morning.. only on stack..
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Markets sold off today from a rear looking meeting.. look we know where Warsh stands, we know where inflation is headed which is way way way way way down.. if you shorted today and didnt close.. congrats you will be offsides.. but hey what do I know ?
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Pro food tips… egg whites, peanut butter and honey… you can thank me later… and hard boiled egg whites not fried egg whites smol brains..
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Jesus Christ man grok is retarded
The distinction holds: Oracle's FedRAMP High authorization applies only to its dedicated US Government Cloud regions, which are physically separated from public OCI to prevent any intermingling of commercial and government workloads. That's by design and standard industry practice (AWS, Google, and Azure do the same).
The reported $3B deal targeted leasing public OCI capacity for Microsoft workloads. That public environment lacked the certification. Oracle declined to extend it there, citing the engineering effort. Microsoft walked as a result. Dedicated gov environments exist exactly to handle sensitive data compliantly without mixing tenants.
Oracle disputes some BI details but the core compliance separation is factual and unchanged.
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Notice the word ruthenium… whew lad I couldn’t have possibly done it again have I? Roflmao
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $INTC Intel Says 18A-P Enters Risk Production, Unveils New Chip Advances
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ 𝐈𝐧𝐭𝐞𝐥 𝟏𝟖𝐀-𝐏 has entered 𝐫𝐢𝐬𝐤 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧, meeting previously announced timelines.
➤ Intel 18A-P delivers 𝐮𝐩 𝐭𝐨 𝟗% higher performance or 𝟏𝟖% lower power versus Intel 18A.
➤ New 𝐏𝐨𝐰𝐞𝐫 𝐁𝐨𝐨𝐬𝐭 transistor option increases drive current and frequency.
➤ Thermal resistance improved by 𝟐𝟎-𝟒𝟎%, enhancing chip cooling and efficiency.
➤ Via resistance reduced by 𝟏𝟎-𝟑𝟎% through materials and geometry optimizations.
➤ Intel 18A-P remains 𝐟𝐮𝐥𝐥𝐲 𝐝𝐞𝐬𝐢𝐠𝐧-𝐫𝐮𝐥𝐞 compatible with existing Intel 18A designs.
➤ Backside power delivery achieved 𝟏𝟏% area reduction and 𝟏𝟎𝐱 voltage droop reduction.
➤ Technology enables up to 𝟔% frequency gains or 𝐨𝐯𝐞𝐫 𝟏𝟓% dynamic power reduction.
➤ Intel demonstrated 𝐂𝐅𝐄𝐓 technology, supporting logic scaling beyond GAA transistors.
➤ Research showcased 𝐆𝐚𝐍-𝐒𝐢 integration and ruthenium interconnects for future chip advancements
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Rate cuts incoming
CITADEL SECURITIES SEES GROWING POSSIBILITY OF RATE HIKE IN SEPTEMBER
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Lisan Al Pablo retweeted
NOKIA ANNOUNCES MAJOR EXPANSION OF US SEMICONDUCTOR ADVANCED TEST AND PACKAGING OPERATIONS IN PENNSYLVANIA TO SUPPORT AI GROWTH.
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And you are bearish on solar.. you fucking idiots are gonna fuck this up also
It is humbling to consider that if we harness just 1 millionth of the Sun’s power for AI, that will be much more than a million times the intelligence of all of humanity
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If $orcl doesn’t pass the sniff test for cloud then no one does…
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Oracle I think there’s something else here
MICROSOFT WALKED AWAY FROM $3B ORACLE CLOUD CAPACITY DEAL OVER SECURITY CONCERNS.
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Bookmark this and save it for later so one day you can come back and reshare this and say wow, it was all right in front of us wasnt it? ONE DAY IN THE FUTURE THE UNITED STATES DOLLAR.. will be backed by COMPUTE.. not gold, not debt, not BTC but by compute power... remember who said this.. remember what I said.. and save this for later because it's going to be an absolute banger one day... go ahead do it.. I am not wrong... See this is what bitcoin was supposed to be, the problem is bitcoin uses the compute power rather than allowing to to be a commodity that can be traded it consumes it.. essentially a virus..
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Price action on $TSLA should be up only.. I explained why in our discord
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I woke up at 9:43am this morning and I feel zero shame for doing so…
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Happy Birthday! @IBM
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Lisan Al Pablo retweeted
SPACEX TO ACQUIRE CURSOR IN $60B ALL-STOCK DEAL
$SPCX announced it will acquire Anysphere, the company behind AI coding tool Cursor, in an all-stock transaction valuing Cursor at $60B.
Cursor will become a wholly owned SpaceX subsidiary.
Expected close: Q3 2026, pending regulatory approvals.
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Jun 16
Much success.. and no I didn’t slaughter him.. he was released back into the wild.. now stop fucking with my chickens and plants… next time brother…
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