To The Moon

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ I actually believed that Google had the lead in AI for years before ChatGPT dropped the bomb on the market. My question is why do we think they are in the lead it feels like they muffed whatever lead we perceived them to have. Asking because I am losing confidence that my perception of their abilities and leadership are challenged.

$Intel(INTC)$ We will see this week if $18.84 holds or if Wall Street can trigger that real stop loss button and the bottom falls out and INTC has another major drop. No hurry in buying it will be years before INTC can make money again , INTC is forecasting to lose money for awhile. Revenue is dying, What a gamble an all or nothing!

$Intel(INTC)$ It will be a tough 2-3 years as Intel tries to make up for past mistakes. At the same time, $Taiwan Semiconductor Manufacturing(TSM)$ (a great company in a bad neighborhood) will be moving forward on process improvements.The world needs an alternative to TSMC, if only to maintain competition in the space (let alone a stable supply base) and INTC is the best option.While I am very long INTC (and will ride this out), this may be dead money for quite a while.

$Intel(INTC)$ Sadly Intel Foundry business is making Intel get massive loss, Citi says that exiting the foundry business can be a huge boost for intel eps between $4-$5 but Pat dont want to let it go and want to manufacture the chips at all cost. Something similar happened to $Meta Platforms, Inc.(META)$ and Zackenberg and his metaverse and he had to let it go.

$Tesla Motors(TSLA)$ Were you buying now?? What I can’t understand is why would you attribute a PE Ratio of 65 to a car company that has flat / declining sales and declining margins? I am always fascinated in the different valuations different people give to different parts of the business but the parts that are doing in sales growth such as Battery Storage or charging are not making decent margins and FSD is no closer yet people have been charged for the possibility for years and not received much more than you get from Mercedes. One day the lies and exaggerated claims will catch up with Elon!

$NVIDIA Corp(NVDA)$ I'm curious how much of their DC revenue is actually GPU vs. everything else. Nvidia is basically an ODM competing with HP, Dell, etc. How much of their revenue is the grace CPU, Bluefield DPU, Mellanox interconnect, the boxes, boards, etc. etc. Add in outside components (HBM, microcontrollers, etc.), and add in margin stacking on every single piece (that other ODM/OEMs can't get away with), and you have huge revenue/margins. And in trying to keep that for themselves, they compete with the other ODMs and restrict GPUs to them (this is where antitrust comes in in France or US). When other accelerators gain traction, those and the other various parts will be built/assembled by others, regardless of how m

$Tesla Motors(TSLA)$ There is a ZERO PERCENT chance telsa gets autonomous driving wide spread income producing in time to stop there declining new car margins take that into account when this is 100. Dont even bring up the MASSIVE depreciation new tesla owners have been hit with because musk keeps cutting new car prices. And TESLA service it doesn’t get any worse except it keeps getting worse. Run forrest run far away from this stock for the next 12 to 18 months.

$Trane Technologies PLC(TT)$ TT is really falling short lately. It’s frustrating how they’re always out of stock on parts, and the systems they sell are constantly on back order. Upper management seems more interested in cashing in on sales than dealing with warranty issues or taking care of customers. It’s disheartening to see customers getting pushed aside. This approach might work in the short term, but it’s a recipe for long-term disaster. It’s sad to watch, but it’s the reality right now.

$NVIDIA Corp(NVDA)$ This company was NEVER worth $3 trillion, only greed and a lack of understanding about the business got it to that level. Now margins are just starting to decline, peak business is a 18 months away and NVDA will be a $70 stock in the next 18 months. If you bought NVDA over a year ago you make either a great investment or got very rich if you have held it for a longer term. Take profits.

$Intel(INTC)$ This stock is done I feel. They are cutting dividend which loyal customers used to hold on to this stock. Now they are reducing the work force and doing everything at the wrong time. this stock will not recover until Pat is gone. Wall Street has lost confidence in his ability to turn around and does not trust his ever changing promises.I feel this drifts to single digits. Gl I sold all