housefire

i try to keep my feed interesting for you.

[housefire @chipflare]

@Nimsinvesting @BryzonX Is this just an IP play?

[housefire @chipflare]

@BryzonX I like Fuso Chemical

[Rodrigo Benedetti @RodriGo_ethe]

Choose compute

Choose HBM. Choose CoWoS. Choose X-ray metrology. Choose a fucking big SiC fab. Choose substrates, T-glass substrates.

Choose PCBs. Choose a japanese bottleneck and wondering who the fuck you are on a Sunday morning reading about tungsten drills.

Choose returns.

[housefire @chipflare]

@epictrades1 Emerging?

[housefire @chipflare]

@institLPGP he thought he slayed with this

[housefire @chipflare]

@TBU12345678 @insane_analyst ya but have you seen the MICROCAP suppliers to the semicap cos???

[housefire @chipflare]

Long CME - cheap and most revenue comes from commodity and ag markets

[Negligible Capital @negligible_cap]

$CBOE and $CME have been getting smoked the last couple days since the CFTC approved US perp futures for Kalshi and Polymarket. Per TD, the approval likely creates more competition in the retail market per the sellside, and is curtailing the multiple on some exchanges

$CBOE down 16% in last 2 days
$CME down 9% in last 2 days

[housefire @chipflare]

@Glassesman88 refresh your feed. google 18a and emib win and https://t.co/yUKfVEA41D

[Sravan Kundojjala @SKundojjala]

This looks incremental info from Intel at BoA conference. Targeting solid double-digit growth with the help of growing CPU TAM, ASIC, foundry and advanced packaging. They said this before too at 2022 IR day but things took a different turn.

[housefire @chipflare]

@MRatable Imagine being the first retail analyst to realize that people have two feet and thus would demand 2 shoes

[housefire @chipflare]

@Zerosumgame33 Weird how WSJ doesn't use AI to copyedit

[housefire @chipflare]

@taobanker looks like a list of cryptos

[housefire @chipflare]

@jukan05 Brown Datacenter Water

[housefire @chipflare]

@MiamiMarkets @evrgn11112231 @marc_slans Ok whatever bro

[housefire @chipflare]

@MiamiMarkets @evrgn11112231 @marc_slans Last big acq was Beats for 3B. There's no lab that is good enough for Apple today. Not something i'd bet on

[housefire @chipflare]

@NatCon2022 Maybe the calmer environment 3 years later saved him from life in person

[housefire @chipflare]

@MiamiMarkets @evrgn11112231 @marc_slans Apple will never do a big acquisition

[housefire @chipflare]

@insane_analyst Cover your short NOW!!

[housefire @chipflare]

@ContrarianCurse SOL was the FTX chain

[housefire @chipflare]

@boymanrobshit do you think the stake is fairly valued or don't like their business?

[housefire @chipflare]

@institLPGP less of a pricing strategy question, more of a value added software question. do they want to be higher up the value chain with software model