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Comments: And, continues to be duped. I would have thought that at some point he would realize this is a complete shit show. There is no good outcome here and it is finishing his presidency. Any normal person would have started care about his presidency and back off. The latest estimate is that the main economic impact (broad-spectrum inflation) of this blockade will hits the US around September-the worst time for midterm elections.
Comments: This is a complete shit show, it’s unbelievable to me how US was duped into this conflict by fucking Yaboo
Comments: Oil squat rate is now well over $200 per barrel!! Also, currently 130 IRGC speed boats are visible in the strait of Hormuz. The guess is that they are laying more mines.
Comments: https://www.youtube.com/watch?v=hG5j0U8MeU0
Comments: واضح‌ترین نشانه اینکه تبِ پهلوی فروکش کرده این است که در اینستاگرام، همان آدم‌هایی که همیشه فقط عکسِ کلاب رفتن، ماشین‌های اسپرت، باشگاه ورزشی یا بیکینی پست می‌کردند، اما ناگهان آن‌قدر «انقلابی» شده بودند که به هر کسی با نظر مخالف فحش می‌دادند، دوباره برگشته‌اند به عکس کلاب و ماشین و باشگاه و بیکینی. This post hits the bullseye 🎯
Comments: Hamvatan I do not know about the internals of the company. I just know that not a lot of innovation came from the company. They stole the alpha chip secrets from DEC. Then they lost the law suit n were forced to buy the whole company. Since then. The company stagnated so much that AMD caught up. It was on its way do death until Trump rescued them through a corrupt deal. This deal with apple isn't going to last past Trump. It is like the abraham accord. Yo me looks like upper management sucked. 🤷
Comments: Sorry that was from me to Maghsoud.
Comments: https://www.instagram.com/reel/DYHURJsoMKd/ Just watch how hitting Iran infrastructure changed people’s perspective on War. Regardless of government, now Iranians want to ensure Iran’s future. Towel heads will take advantage of this for their own benefit
Comments: Taliban does military parade https://youtu.be/rpYnUyUr8Ak 😂😂😂
Comments: Reza, here are my thoughts on Intel breaking out. I worked there for the last 5 years and saw the internal transformations taking place. I always thought they were making the right directional choices but the last CEO was trying to implement all of the capital incentive endeavors at the same time. Basically, carrying too many watermelons with one hand! The new CEO trimmed the scope and worked on collaboration with US Gov and other players (NVIDIA) as partners going forward. Also what helped was the AI market evolving (see more of my thoughts below). I have RSUs and ESPP shares in mid 40's and 30's that I have kept in hope of supplementing my retirement. My conviction was very high when it reached 20 and below but too chicken to jump in. With the first sign of revenue improvement, the upward momentum has started but with every partnership or venture announcement the jump is amplified and I believe it will continue because of its unique position and CPU leader with its own fab. New Agentic AI trend now has more deployment on CPU rather than GPU making Intel and AMD the big AI players. The thought is that the CPU:GPU ratio will go from 1:4 to 1:1 in about a year and to 4:1 in about 2 years for overall AI market. GPU sales will grow for Data Centers and NVIDIA is going to be the #1 player for a long time. CPUs will be closer to the autonomous and application (edge) AI agents. Intel has advantage of in-house Fab and is ramping up build out the added capacity and production for CPUs as it cannot produce fast enough. AMD is in queue at TSMC along with others and is competing with NVIDIA, Apple, ... for % of capacity. Also Intel is striking fab deals with Tesla, Apple, NVDIA, MSFT, … which adds and accelerates the fab revenue stream many folds from where it is today. It is going up by promise of 2 years down the road for revenue to show up. I think at that time it is going to be at least a $2T company (40% of NVDA value of today) ~ +$400 per share Just my observations on both the technical AI paradigm shift and business outlook of AI growth and Si manufacturing growth.
Comments: I’m not sure what the hell is going on anymore. Massages from US seems to be all over the place. We want a deal but we will attack if we wish! IRI should not attack back or retaliate or the deal is out. Oh well, they attack us but it won’t stop the peace talks!!! What the hell is happening? I understand IRI doesn’t have a unified government but does US?
Comments: China orders firms to ignore US Iran sanctions, daring US to enforce crackdown
Comments: This guy does not look like 110K ![[biggrin]](https://cdn.websitetoolbox.com/images/boards/smilies/biggrin.gif "Big Grin - :D") https://telewebion.ir/episode/0x16c180e9
Comments: Incredible day for Iran in IWF Junior World Championship. Iran won 6G and 6S medals in 110K and +110K and won Men's title in both points and medals. They had a hard time getting visas for Egypt and arrived after the competition had already started in lower weight classes. They trained under war conditions in the past 2 months. The 110K guys are both from Shiraz! The +110K guys are from Zanjan and Ardebil proving once again the power of noon barbari ![[0428c90e-fe2b-4ddb-b140-18a27d406aeb]](https://cdn.presstv.ir/Photo/2026/5/8/0428c90e-fe2b-4ddb-b140-18a27d406aeb.jpg)
Comments: They always are. WTH. Going through a war zone in violation of cease fire and being caught off guard is insane!
Comments: US was caught off guard apparently
Comments: Yep they used CM-302s apparently launched from land launchers. This is fuckin embarrassing
Comments: Army?
Comments: 🇮🇷🇺🇸 Iranian Armya Hits on U.S. Navy Destroyers in Hormuz, NASA CONFIRMS FIRES NASA satellite data detected burning heat signatures drifting through the Strait of Hormuz Friday morning, CONSISTENT with the Iranian Army's claim that U.S. destroyers were HIT. Iranian Army Statement: On Friday morning, while the US Navy was attempting to remove three of its destroyers from the Strait of Hormuz towards the Sea of Oman with air support, we carried out a combined missile and drone operation, during which we targeted this naval group with 8 cruise missiles and 24 suicide drones. As a result of this operation, and despite the extensive attempts by the US Navy to repel the attack, one cruise missile and three suicide drones successfully hit the American destroyers, causing fires to break out on them. It is worth noting that this operation was named "Operation Martyr Mayavan" in memory of the commander of the Iranian destroyer "Jamaran", Captain Amir Behzad Mayavan.
Comments: BRCM business is slowing down as less chips are purchased by customers not because of us or our design wins but rather customers being squeezed by DDR4 n DDR5 prices. What a shit show, only three major ram producers in the world n two tight down with AI only chips. US lost its edge in semiconductor industry |
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