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@FinanceLancelot What a clever and clairvoyant post

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@ecommerceshares You are really another naive comment. What production? What yield? What volumes. Just stick to commenting headlines

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@ecommerceshares @jackbigliol @LiorShemesh4 This is incredibly naive and misinformed. Of course they are.

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@VenkatP1359 Where is Mediatek?

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@volisdead Because the E is extraordinary and abnormally high

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@The_AI_Investor Peak earnings. Cyclical industry. Very basic.

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@ConsensusGurus @grok how does the core wave ipo have an impact on nvidia share price

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@TheTranscript_ @grok what is the source of this statement?

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@realEstateTrent @grok is there an equivalent in the UK?

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@CompassInvStrat @stonkmetal Well you shouldn’t because positive NWC impacts from high quality businesses (subscriptions for example) are a very attractive feature

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@lukasogier @long_equity Analog semis still pretty fragmented: IFX, STM, ON, NXP, MCP, …

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@marcelolima @long_equity Not a duopoly

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@lukasogier @long_equity Not a duopoly

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@FabiusMercurius KKR https://t.co/UqppkQNWrQ

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@stonkmetal @HeraldHudson They increasingly need newer equipment as there is no more older equipment to be bought. In fact, lagging edge is what’s driving new equipment sales (excl. EUV) at the minute

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@stonkmetal @tk_financial Fair. Intel is in fact an IDM. Pure play digital companies have very low capital intensity as they ALL outsource fabrication to foundries. Comparing TXN to INTC is irrelevant in my opinion. Best to compare TXN to peers ADI, NXP, IFX which also have lower capital intensity. ADI 👌🏼

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@stonkmetal @hamiltonjames22 The most successful digital semi companies have a much lower capital intensity than Intel.

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@stonkmetal @tk_financial Intel is neither analog nor digital, it’s trying to be a foundry, so akin to TSMC… The comparaison does not make sense here

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@stonkmetal You’re comparing two very different businesses. Analog vs Foundry. Why not comparing to AMD or NVDA then? TXN more capital intensive than direct peer ADI

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@singhcredible @UnrollHelper