Volga

Open clouds, analytics & stuff

[Volga @vlgsmsk]

@FosterTraveler @imnotharsh No worries, might be an option for those who pissed of missing the 6-7x rise if they think 300-400 is likely to happen imo (honestly which looking like a no brainer to me by eoy '27)

[Volga @vlgsmsk]

@FFairing @imnotharsh Whenever such stuff happenede stock responded positively + Intel is leaning more towards being an IP holder like ARM but with massive top class manufacturing & packaging provider so not surprising to see some DC chip design teams leave. Their sales side left mostly 2 yrs ago

[Volga @vlgsmsk]

@kyuu47427 Chill, remember past 6 months where many were upset for not grabbing more at $25-30. Announcements hasn't been converted to orders yet. Put tariffs, geopolitics, fragility of Taiwan oil reserves, High-NA EUV on, yields up into one page + revenue climbing = good time to .....

[Volga @vlgsmsk]

@imnotharsh Great summary, thanks for sharing👍🏻

[Volga @vlgsmsk]

@guzzler_3 @wccftech It's inevitable and contrast to common belief that this is with no IP spill risk. Intel has been designing fab & dev/test teams firewalled like a DC colo provider. Mitigating tariff & geopolitical risks is becoming a bigger one against old school terms

[Volga @vlgsmsk]

@imnotharsh Great stuff, what's greater is starting having same talks on XBM & ZAM soon

[Volga @vlgsmsk]

@onestoploss Inference konusu karışık, zira büyük modellerin küçük ve amaç odaklı olan dalları INT8 gibi mini instr setler ile küçük memory bloklarında çalışacak çoğu son noktada. Yerinizde olsam XBM'i araştırırım. HBM->XBM->ZAM. Keywords= Intel, Softbank

[Volga @vlgsmsk]

@AliArifAkturk @finansalozgur94 Reddedildi, vıcık kibire batmamış bi tane editleyin bakarız. Siz kendinizi belli ettiniz yeterince hani konuyla ilgili fikriniz varsa yazarsınız bakarız, değecekse devam ederiz demiştim ona da gerek yok. Size fikirden çok isim cisim lazım, bildiklerinizle yazışın siz cesur varlık

[Volga @vlgsmsk]

@AliArifAkturk @finansalozgur94 Bana küfredene küfrederim, peki size hakaret mi edilmişti? Buna rağmen aksiyon alıp seviyeyi korudum, sanırım bu rahatsız etti sizi? Neyse fikriniz olursa yazarsınız bakarız cevaba değerse devam ederiz

[Volga @vlgsmsk]

@AliArifAkturk @finansalozgur94 İsmime mi yazacaksınız özrü, hamiline yazın madem. Cesaret kıstasınıza sağlık.

[Volga @vlgsmsk]

@Colosteve2000 It is not illogical, frankly highly possible to have firewalled lithography & dev/test teams using same fab floor. I remember coming across Intel logoed foilsets mentioning this before

[Volga @vlgsmsk]

@onestoploss Çipleri üretecek olan Broadcom değil, onlar tasarımcı. Dizayn ettiklerini üretmek için ihtiyaç duyulan dökümhane için adres ise kimsenin şu ana kadar bahsetmediği Intel

[Volga @vlgsmsk]

@niktop @clashreport Next time you bring up Cyprus, learn what a guaranteur means. Türkiye was a guaranteur for the Turks and regime with two populations which was halted by Makarios and criminals that committed massacres around the clock. If no Cypriots died after 1974, give Türkish army the credits

[Volga @vlgsmsk]

@RepMoskowitz Yea, selling F35, blocking them to leave while no cash return, pointing at Türkiye's S400 (which is a result of US banning air defense systems sales to her own ally) while other NATO partners having S300 is not a problem. Now tell us who's the unreliable party here

[Volga @vlgsmsk]

@niktop @clashreport Eat some history first. It was under Lausanne agreement to not arm any Islands that Greece violated and is continuing to violate, that was the reason why Erdogan govt was criticizing. If you plan to pose a threat, ok fine but don't you cry at NATO summit once you face consequence

[Volga @vlgsmsk]

@imnotharsh Thanks to those believers, INTC holders were able to pile up at 20-120 usd range. As stock is resting to take of for 700-800 range with EMIB,ZAM,glass substrate fuel, even spot price seems a bargain

[Volga @vlgsmsk]

@MOTHEROFALDUIN @jurnalhabertr Şükür diyelim