Trump has just destroyed the US beef industry. No country in their right mind is going to import US beef.
After Trump cut funding for Screwworm monitoring programs, the dangerous flesh-eating parasite has been found in US cattle for the first time since 1966.
This is a crime. This is deliberately exposing the general public to the most overvalued company in the history of the stock market in order to prop up an IPO that jailbreaks the entire index/pension/retirement fund system.
This is selling suicide pills at the drugstore.
@OrderAmidChaos@nicksortor all this time time you were advocating for a free market while supporting an administration that is the most authoritian we've seen in decades while providing government welfare and bailouts to companies like Intel (but only after investing in them)
@OrderAmidChaos@nicksortor They don't need the supreme courts approval. if Texas can gerrymander without a vote so can they. Free market haven is a funny way of describing fascist rule.
This is huge for $AMD.
They confirmed that GPU-to-CPU ratio in AI infrastructure is shifting from 1:8 toward 1:1.
$GS sees $1 trillion AI compute spending in 2030.
Server GPUs are 5x-10x more expensive than server CPUs. Even if we assume average GPU will be priced 7x the average CPU, we will see server CPU TAM reach $125 billion in 2030.
This is a conservative estimate.
GPU-to-CPU ratio can shift to 1:2 as agentic workflows get longer more autonomous. CPU prices may also increase beyond what we can estimate today if wee see a shortage like we have in memory.
How can you not be bullish on $AMD?
BREAKING: I just motioned to subpoena Don Trump Jr. for funneling $670 million in taxpayer dollars to a critical minerals company he has financial stake in.
Republicans left the hearing room.
@IanCutress The problem seems to be that you โpride myself on clear and accurate communicationโ with a โlevel of professionalismโ
They want sycophantic clowns that will lie for their benefit like @SemiAnalysis_
Turns out Trump has to do what Netanyahu says because Bibi has kompromat on him. Yes, that's right. Epstein's flat was bugged with audio and video, Trump was with a victim for "hours". Bibi has the video.
The Epstein Files won't go away. Trump is Bibi's bitch.
BREAKING - DOJ is REMOVING Epstein documents from public data set.
CBS finds 65,527 pages deleted - including of Epsteinโs cell and details of his death, photos of computers and devices seized, call logs, and photo of Epstein with Howard Lutnick.
THIS WHOLE THING IS A COVERUP.
Facing a looming Russian invasion of Europe, and an out of control US, Israel, and Iran, France's President Macron announces that France will expand its nuclear arsenal, no longer disclose the size of its nuclear stockpile, and add 8 countries to France's nuclear umbrella.