"Someone" just bought a boatload of short data (October2) calls Intel 115 $3.8 m; Marvell 250sm $3.8 million; Sandisk 1600s $41 million, Micron $1000s $44 million. If i didn't know any better I would say Leopold is back!!!
US holding off on tariffs until after Xi meeting.. Administration out of touch about how nobody wins with tariffs on friendly countries but there is a win with who he is holding off. Tiresome but helps move futures up
Intel is now at last reacting to the work of Lip-Bu Tan post the destruction of its stock at the hands of Situational Unawareness. The stock lapped up the secondary. I think the foundry is key to American security
Perhaps the only way we assure that AI isn't stopped outright the way nuke power was, is to have regulations, guardrails and an AI commission. Those of us who fought against the Clamshell alliance and were defeated know all too well how the backlash can be a nightmare