i have actually gotten into this recently
did some research, then pulled the trigger on Palantir and Skywater (SKYT)
Anyone investing heavily this year??
- Thread starter rph2005
- Start date
i have actually gotten into this recently
did some research, then pulled the trigger on Palantir and Skywater (SKYT)
Do you think Intel can 15x over the next 5 years or end up like A&P?
not too sure there but anything is possible.
that is hell of a reach though.
I saw this on Reddit
From where Intel is at right now a 15 X is about 1.5 trillion market cap. It’s very possible that Intel can go the way of Montgomery Ward, Wool Worth and A&P.
lot of opportunities out here
perhaps someone can chime in on this one?
$INTC is all in on becoming a $TSM competitor. If they can right the ship in manufacturing, anything is possible. The question is how long will it take to catch up to $TSM (assuming they can)?
Best-worst case scenario: China invades Taiwan. $TSM pushes the self-destruct button on their Taiwanese factories. The only remaining leading-edge fabricators of scale become $INTC and Samsung. $NVDA, $AMD, $AAPL, $QCOM, et al all need a new silicon source.
Nvidia's manufacturing location for chips are primarily in Taiwan.
Exactly! Along with Apple, AMD, Qualcomm...even Intel for certain 'tiles'/chiplets. If TSMC goes down because of China, there's only so many other sources that can possibly build these advanced chips at these volumes. Intel's stock price would rocket regardless of whether or not they could service these companies.
I leave SMIC off as a top fabricator because it's a Chinese company. But the are currently #3 behind only TSMC and Samsung.
Taiwan Semi Leads While China's SMIC Climbs to Third in Global Chip Market - Taiwan Semiconductor (NYSE:TSM)
Taiwan Semiconductor Manufacturing Co (TSMC) leads in Q1 revenue. China's SMIC ranks 3rd in market share, driven by demand recovery and Huawei partnership.
www.benzinga.com
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Number of 401(k) Millionaires Hits New Record, Fidelity Says
A strong stock market has helped boost the amount of seven-figure retirement accounts.
Suzanne WoolleyMay 23, 2024 at 1:30 PM EDTPhotographer: Graeme Sloan/Bloomberg
The universe of 401(k) accounts with balances of $1 million or more at Fidelity Investments rose to a record 485,000 in the first quarter, according to the company.
With stocks surging, the number of retirement account millionaires jumped 15% from the prior quarter and 43% since March 2023. Average retirement account balances, meanwhile, hit their highest level since the end of 2021, rising to $125,900 for 401(k)s and $127,745 for IRAs.
Trump Media and Technology Group Posts Over $300M Net Loss
Trump Media and Technology Group is the owner of former President Donald Trump's social networking site Truth Social.
I didnt have that kind of discretionary income in 99, but its nice to see all the same. I threw a little money at nvda when it was at ~250. Taking the advice of the dude that talked me into it was probably the best move i made in the past few years of investing. Like most other people, I wish I wouldve thrown a lot more at it but you live and learn.
People say this but would you have held on to it during hard times especially during the housing crisis?
Good question. I didnt have money to invest during the down turn but if I did, I would've held on. I bought with money my long term hold account, I have a couple other stocks in that account but nothing that has performed like NVDA. Until a few years ago, my only exposure to the stock market was my 401k.
I
I pulled the trigger and picked me up some SOXQ last month.
That shit's crazy, but is why I stopped messing with ARK. I would get the nightly update e-mails (still do) and couldn't understand why they were in and out of positions so fast and regularly. The risky tech bets weren't my issue. It was that they would talk up certain companies but not actually hold them for long.
It would be interesting to know where they reallocated the NVDA monies. Or maybe they need to fund redemptions?
Slow and steady.
The rise and fall of Canada’s Crypto King
Aiden Pleterski was charged with fraud a couple of weeks ago. On the face of it, it’s a simple charge, but the story behind those charges is one that could only happen in the world of cryptocurrency. Pleterski, a native of Whitby, Ontario, built a reputation as the ‘Crypto King’ and is alleged...
thebigstorypodcast.ca
The lady doesn’t know what she’s doing. Think SBF.
I own 2 of their vehicles
"Buy what you know"
Annual dividend over $8
They plan on EV batteries with 500 mile range by 2026 / 620 miles by 2027
They plan to roll out solid state batteries in 2027 (with 10 min charge time to 80%)
Price dropped to a level I'm comfortable with getting in.
thanks......that's good info