MacMeng🧢🇺🇦

“Being free is the lightest of feelings, and defending it can be the heaviest of burdens.”

[MacMeng🧢🇺🇦 @Macmengss]

“That’s what American people DESERVE”

[President Biden Archived @POTUS46Archive]

Yesterday, I spoke with President-elect Trump to congratulate him on his victory. And I assured him that I would direct my entire Administration to work with his team to ensure a peaceful and orderly transition.

That’s what the American people deserve.

[MacMeng🧢🇺🇦 @Macmengss]

@Alex_Intel_ @kyuu47427 Alex, what is your take on potential reopen of investigations on Lipbu’s ties to his Chinese investments in this political climate. Jensen vouched for him back then.

[MacMeng🧢🇺🇦 @Macmengss]

@nytchinese wtf is this? 无耻

[FinancialJuice @financialjuice]

Bank of Canada December rate hike chances fall to roughly 32% from 40% after jobs report - Swaps Data

[Gavin Baker @GavinSBaker]

The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.

She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”

Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.

Datacenter commentary starts at 6:30 in this interview.

Also attaching her official campaign position from her website in the next post.

Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.

https://t.co/shCGNcdu9d

[Jeff Pu @sssjeffpu]

@God_Of_Intel Substrate yield is 45-50%, and EMIB itself no issue

[MacMeng🧢🇺🇦 @Macmengss]

@huaerjieabao 人家说亏钱了然后你还跑这论资排辈来了？not everything is about you man…. that 美股教父 in your name is max cringe….

[MacMeng🧢🇺🇦 @Macmengss]

@Merridew__ Hahahah, this got me laughing out loud after a brutal Intel er

[𝐊𝐈𝐋𝐋𝐘𝐌𝐀𝐍𝐉𝐀𝐑𝐎 😡 @KillyManJar0]

@lovvewolf It’s called twitter not X. I reject imperialism!!

[MacMeng🧢🇺🇦 @Macmengss]

Holy shit hahahah

[Jukan @jukan05]

It's so peak

[Gavin Baker @GavinSBaker]

Quite a mistake from @business yesterday:

“Tan said bluntly that the market misread OpenAI’s revenue figures because the company’s underlying business is strong. Investors who sell on a single short-term data point are no different from gambling in a casino.’”

Via @ckcheung

[MacMeng🧢🇺🇦 @Macmengss]

@Mr_Derivatives He did it go for Jeff green buy in $TTD

[MacMeng🧢🇺🇦 @Macmengss]

@Golden_Ted_ skill

[Mark Jaquith @markjaquith]

This is my new shortest “what is Jev” explanation

[MacMeng🧢🇺🇦 @Macmengss]

@Alex_Intel_ @diamondrapids

[Meekyuu @kyuu47427]

@jingzhe128853 @LipBuTan1 https://t.co/P8I4XyRSCn

Found it, OP posted in thread.

[MacMeng🧢🇺🇦 @Macmengss]

@beefcubee @harry03994688 dude is just an AMD bull and bashing INTC everyday.投资扩产说高价买设备，不投资扩产会说2030 产能跟不上tsmc，总之intc做什么都是错的。

[MacMeng🧢🇺🇦 @Macmengss]

@WayWLeung 现在就看他们什么时候筹码拿够了通过wsj/the information 拉盘，上次说拿到苹果单子的新闻也是wsj 爆出来的。这个不用customer自己承认，产业链摸排就能发现。

[MacMeng🧢🇺🇦 @Macmengss]

RT @LipBuTan1: Yesterday, @intel completed our planned capital raise of $20B in one of the largest follow-on equity offerings on record. Wi…

[MacMeng🧢🇺🇦 @Macmengss]

@Mr_Derivatives Because it is a shitty company

[MacMeng🧢🇺🇦 @Macmengss]

@TJ_Research 听完之后觉得$intc is a buy 😂

[MacMeng🧢🇺🇦 @Macmengss]

@diamondrapids It's so damn obvious now—the only question is what form the partnership is gonna take