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S
Jensen appeared in both Synopsys (one month ago) and cadence user event, which is not surprising, however, to me he has a lot more...
Apr 16, 2026
M
Do we know how much Rapidus actual has spent already in Japan?
For example, We know a little over 20B has been spend on Intel Fab 52...
Apr 16, 2026
M
Rapidus’ chances of existing long term and continuing R&D have improved a lot. In my view, many countries around the world, including US...
Apr 16, 2026
M
Need a AI meme of Musk saying how he will use a ""LASER"" to blow up the world. Maybe a "Mini Musk" too. Playing the part of Robert...
Apr 16, 2026
agreed.. Add them in as a customer. but you need to look at margins. Product group would need to keep margins at their level AND add 14B...
Apr 16, 2026
I have investors who have done extensive analysis on SOTP valuation:
IFS: Negative cash flow, huge negative margins, huge sunk capital...
Apr 16, 2026
B
All the 2nd hand stuff , this new gear is replacing?
Apr 16, 2026
M
In my world, Yes. Dreams and aspirations give a early bump.. maybe it lasts, maybe not. I am not forecasting stock price. I am forecast...
Apr 16, 2026
B
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Apr 16, 2026
A
TSMC to Musk: There's No Shortcuts in the Chip Business
https://www.culpium.com/p/tsmc-to-musk-theres-no-shortcuts
Of course...
Apr 16, 2026
A
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations...
Apr 16, 2026
F
He's still quoting throughput at 30 mJ/cm2, should be at 60 mJ/cm2. I wonder how bad it is at that dose.
Apr 16, 2026
F
Sharp drop in ArFi revenue, could that be China?
Apr 16, 2026
Like.
Rapidus’ chances of existing long term and continuing R&D have improved a lot. In my view, many countries around the world, including US...
hist78 reacted to MKWVentures's post in the thread Could Intel’s Foundry Be Worth $500 Billion? with
Haha.
Lets compare what is happening vs exagerrated stories on Terafab. Musk has committed to build a 25B factory in Texas with colocations...