Silicon is the New Oil

1 Like

.

@manch poor twitter says,

Screen Shot 2021-11-04 at 7.50.34 PM

First thing first, MSFT is the number market cap now.

So far, he and Beth wants NVDA to be number one. What about TSLA? What about BTC? What about @manch AMZN and FB? Who else want to be number one?

1 Like
1 Like

Deal is looking bleak.

Older:

Good. Please dive. I am waiting for a long long long time to build up a position in NVDA.

2 Likes
1 Like
1 Like

Intel’s True Believer

Patrick Gelsinger is back running a company he first joined at 18. The chip maker was a Silicon Valley titan that lost its luster. As the world craves chips, can Intel make its comeback?

https://archive.fo/byTej

Comeback is hard. Very few success. Notable ofc is AAPL. But in my memory, many failed e.g. JCP Kmart YHOO! … some still around but so-so e.g. IBM ORCL CSCO F GM