balian of ibelin

Investing in equities since 2008. These days loving situational trading in our “efficient” markets 😅.

[balian of ibelin @perseus_85]

@CA_Dem Nah

[Hunter Biden @HunterBiden]

WTF timeline are we on. Someone called me the MAGA whisperer and I’ll gladly take the title. Left, right, D or R we all want the same things. We’re being divided on purpose by the Epstein Elite Oligarch class because as long as we’re at each other’s throats, they get fat and rich off of our misery. The second we figure out we agree on more than we disagree, they’re done. Love your neighbor. Be yourself. Radical honesty. No fucks given, no fucks taken. Everything else is just noise. (But still fuck Jake “Brick Tamland” Tapper on any time line)

[balian of ibelin @perseus_85]

@P_Remarks Don’t worry the only sure thing is that GTLB will fall 50% tomorrow

[balian of ibelin @perseus_85]

@piterloskot82 Announce a deal with TSMC or INTC to supply it and it’s never looking back

[Jukan @jukan05]

Personally, I think this is a must-win deal for both Intel and Qualcomm. Whoever gets it will save an enormous amount of time.

I hope Qualcomm ends up buying it.

[balian of ibelin @perseus_85]

@piterloskot82 @zerohedge

[Axiomatic Enemy of the State @DeTocqueville14]

Anyone else old enough to remember when Gavin Newsom filled skate parks in with sand while having an authoritarian lockdown of his state??

[balian of ibelin @perseus_85]

@damnang2 It’s run up pretty fast from the lows but it still isn’t expensive by a long shot. You think keeps running? The volume is so high today makes me think news is coming or something.

[Wall St Engine @wallstengine]

Qualcomm $QCOM is now up 10% after saying its lead hyperscaler custom silicon engagement remains on track for initial shipments later this year. CEO Cristiano Amon also said he is confident smartphones rebound after fiscal Q3: “We can now call the bottom.”

[Massimo @Rainmaker1973]

Scientists have created one of the most detailed 3D reconstructions of a human cell (eukaryotic cell) ever produced.

This groundbreaking model, often termed a "Cellular Landscape Cross-Section Through a Eukaryotic Cell," combines data from X-ray tomography, nuclear magnetic resonance (NMR), and cryo-electron microscopy to map molecular structures in extreme detail.

[balian of ibelin @perseus_85]

@EricJhonsa Nice, it’s interesting that the narrative seems to be since INTC owns actual foundries that they’ll be the ones who can control their own destiny so to speak, but there is execution risk there.

[balian of ibelin @perseus_85]

@EricJhonsa Makes sense, thanks Eric. Can AMD meaningfully ramp up server CPU production enough to really kill it on a forward revision? I get the shortage piece structurally and if they have more they can sell more at higher prices. But are they constrained by TSMC for wafer capacity?

[zerohedge @zerohedge]

Semis most overbought ever

[balian of ibelin @perseus_85]

@EricJhonsa I just hate this cpu pump coming on day 18 of SOX climbing. Just can’t bring myself to get AMD right now.

[*Walter Bloomberg @DeItaone]

TRUMP: WE MAY STOP BY CUBA AFTER WE'RE FINISHED WITH IRAN

[balian of ibelin @perseus_85]

@jason61987 Nice! How much rain are we talking in coastal LA county?

[balian of ibelin @perseus_85]

@jukan05 $RMBS specializes in this exact thing, more memory bandwidth through a given system

[balian of ibelin @perseus_85]

@EricJhonsa I like that they aren’t exposed to spot ram pricing and sit at (or near) the center of the concept of memory efficiency, which the Turboquant news shows everyone is trying to get better at.