@labubu_trader@ren_stocks why would anyone think the capex will slow down (at least within 2026), everyone sign into LTA and into aggressive multi-year strategies and within one quarter suddenly "wait we cancel all of our plan"
@A_Najumi@salmaogs which channel is this from? I'm a member but not the premium one haha, is this premium only? Thanks for all the great work and late night charting traveller
@HyperTechInvest Did cantor analyst never watch qcom investor day presentation about their data centre pivot and securing meta and msft biz? Or is there a bunch of execution risk mentioned inside?
@BenBajarin Hi Ben, may i ask if you have any opinion on this simulation. The Q4 run-rate will be around 70% but further down it will go down to around 60% even though the revenue will continue to climb.
@crux_capital_ Hi Gaetano, saw some analysis that interconnect is quite contested with MRVL, CRDO, ALAB. Does SMTC have a strong moat against these names ?
@LipBuTan1@seokhee4@intel THANK YOU LIP-BU TAN FOR MAKING INTEL GREAT AGAIN YOU'RE THE GREATEST RAINMAKER, Onwards to 1.5Trillion dollar company, intel stock price to $300 soon! This will go down as the best CEO turnaround story of all time
@jtsla4@blademapai Thanks @jtsla4 the INTC call is solid. Wish i could join the blademap ai but i don't play options, but nevertheless you're awesome, thank you!