Gelsinger is having the same probs building Fabs on the US that taiwan semi is. It’s just a bigger portion on INTC’s master plan.INTC has broken the 200DMA and trading just above 38 currently. A close below would skew negative. Also this morning saw Cramer mention a Bernstein report where the analyst harpooned Gelsinger. I was kind of indifferent to him and didn't think too much of him but gives me the impression of Immelt, which isn't a good thing....talk big but don't execute. I like under promise over deliver not the other way around. Mind you I did see the same analyst back in 2021 say Gelsinger was the right man for the job. So it's good to know what analysts say and they can move stocks but they also need to be taken with grains of salt.
I think my assumption of dead money is right and maybe it takes a 2 handle to assume that "risk" of dead money if it got that low. They need to find their Lisa Su/Satya Nadella but they go through CEOs and not much changes in terms of MO.
Bernstein on Intel stock: 'No real reason to be here until 2030' By Investing.com
Bernstein on Intel stock: 'No real reason to be here until 2030'www.investing.com
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Just saw Samsung is upping its investment to 44B to build semis in Texas.
The more I see the less inclined I am to take a chance on prolonged dead money with INTC unless its at a steep discount from where it is now as in back to the 20s. Confidence with their ability to execute is still a cloud over them imo.
Boeing with all the problems people expect...dispersal of responsibility, DEI, weak identity, accountants vs engineers etc.
"I have been speaking with a Boeing insider who has direct knowledge of the company’s leadership decisions. He tells a story of elite dysfunction, financial abstraction, and a DEI bureaucracy that has poisoned the culture, creating a sense of profound alienation between the people who occupy the executive suite and those who build the airplanes."
https://webcache.googleusercontent....ider-explains-what-has-gone-wrong-with-boeing
"I have been speaking with a Boeing insider who has direct knowledge of the company’s leadership decisions. He tells a story of elite dysfunction, financial abstraction, and a DEI bureaucracy that has poisoned the culture, creating a sense of profound alienation between the people who occupy the executive suite and those who build the airplanes."
“It’s an Empty Executive Suite”
An insider explains what has gone disastrously wrong with Boeing.https://webcache.googleusercontent....ider-explains-what-has-gone-wrong-with-boeing
One of our friend's wives was trying to leaving a restaurant parking lot, got in her Tesla, car wouldn't start and she was locked inside and the door wouldn't open. It was late and a good samaritan from the restaurant came out to help and had to finally break the glass to get her out.
So a Tesla owner doesn't know how to use the manual door release? It's literally 2 inches away from the power door button.
Today's Darwin Award winner 🏆
Carter Worth also thinks 160 area will be some resistance and that it’s had a great run up to the level it was at about 8 years ago. He had a head and shoulders bottom on the charts for this massive move to this point.
I’d be skeptical and releasing it on a Friday afternoon. That should be big news released at a more opportune time not with the “Friday trash.”
It would seem to me they likely had something more traditional planned but the Reuters article nixed that.
I bought more TSLA today. Just to get it back to my normal allocation. Got a feeling some important AI news may drop soon.
Also added to AAPL.
We all know where you are coming from. We get it. You own a lot of Tesla stock so keep pumping it. Hope you took some profit before this painful decline.
No need to respond at all to any reports of Reuters or whomever. Companies often don’t comment reports, rumors etc… If this is significant news, you treat it as such and as planned.
Funny people still believe Musk.
In 2015, Elon Musk told shareholders that Tesla's cars would achieve "full autonomy" within three years. In 2016, he said Tesla would able to send one of its cars on a cross-country drive without requiring any human intervention by the end of the following year.
It’s 2024. He is just trying to stop the free fall. Fully expect nothing new on 8/8.
I have no need to pump anything. I'm an investor, and dips are a blessing. I'm just a fan of the truth. I'll always be here to help you discern fact from fiction.
You shouldn't hold innovators accountable on timelines when they're trying to accomplish the impossible. What if someone told you they could cure cancer within a year, but instead it took them 5 years? Would you shit on them too?
Speaking of...what are you're thoughts on FSD Version 12?
As an investor, you need to hold everyone accountable. Especially if you are counting on it to justify the valuation. Life science companies go bankrupt before they find a money maker. I don’t know how you are comparing curing cancer to robotaxi. I don’t own a Tesla so can’t comment on FSD at all.
Should be a kitchen sink report, just like the delivery numbers. Back up the truck and reset the bar.
Speaking of trucks, I saw my first Cybertruck in the Princeton area yesterday. Very cool, but truly crazy looking!
In other news, ticker ‘DJT’ now has a market cap just under $6 billion. So now it is overvalued by only $6 billion!
Just read that GE is increasing its dividend. Are they doing buybacks as well?
Yea they are increasing their dividend by like 250% but the yield will still be low like 1% or less IIRC. They have authorized a 15B buyback as well. I think they're looking to return about 70% or so of FCF back to shareholders. Personally, I don't find them as big reasons to buy the stock.
I wouldn't buy it here myself. I think it's been on a crazy run and I think 150s to 160ish area will be pretty good resistance. I said I'd look to sell a 1/4 of of the highest prices shares I own but I upped it to 1/3. I think it's a good time to ring the register again.
That being said I still like the company long term. I think Culp is a great CEO, aviation industry is doing well and they have their balance sheet in order now. I actually think BA problems are kind of a plus for GE. If BA is delaying deliveries that means planes sitting in a fleet are older so they need more servicing which is where GE makes the bulk of its revenue. They don't make much if any money on selling new engines. If the engine is new then it'll be some time before it'll need service. It's the servicing where they make the killing, kind of like the razors/blades or printers/cartridges model.
On another note, GEV has been a crazy erratic yoyo after the spin. I should've known better. It occurred to me but I didn't think to actually act on my expectation. I thought investors, specifically retail might sell GEV after the spinoff just to cash in on a sort of "unknown" or move it over to GE so I should've expected the decline after the spin. The level and speed of decline was a bit surprising though. I could've sold at least some after the spin and bought it back if I really wanted at a lower price. JPM raised it to overweight though from neutral after this selloff and it is rebounding some now. I'd like to think most of the spinoff volatility has been worked through and it will come back to some equilibrium soon.
I don't own GE directly, but have a large position via my funds. Honestly, I have been eyeing BA for a purchase. Just like DIS and PFE, it's not going anyway and is ripe for a "comeback story" that the financial media loves so much. Thoughts?
I've mentioned BA and MMM above as potential comeback plays similar to GE but both could be a slog just like I said GE would be years ago. MMM just got a new CEO and BA is looking for one and how good that person is will be key just like Culp was.
There's only BA and Airbus, it's not like anyone is going to buy Chinese made planes so being duopoly is intrinsically a good place to be lol. It's just a matter of getting your house in order and executing. I do think BA can drop quite a bit lower so I'm waiting to see if it does.
MMM has settled some pretty big lawsuits and spun off Solventum but they still have some lawsuits overhanging. As much as BA is a headline risk with a plane having an issue, so is MMM if some large dollar figure lawsuit rears its head. MMM has been showing a little strength lately and is at a resistance. Between the 2, I prefer BA but only if it drops quite a bit more.
NKE is another one I have a lookout on. Apparel and discretionary been taking hits lately but I'd still be willing to step in if it drops far enough down like 70s-low 80s vicinity.
I can't get into MMM due to the lawsuits (and uncertainty), but BA is essentially a legal monopoly. Also, travel is absolutely booming and that will continue for a while. So, more planes? :)
Jamie all-in on AI:
AI Just the Thing for JD at JP. In his annual letter to shareholders, released Monday, Jamie Dimon touched on inflation, geopolitics, social media, and the bank’s First Republic deal, but reserved the comments calculated to resound the loudest for artificial intelligence, saying he was convinced that AI would profoundly change society, possibly having as much of an impact on humanity as the printing press, electricity, and computers.
Dimon first mentioned AI in his annual letter in 2017. Today, JPMorgan has more than 2,000 AI and machine-learning employees and data scientists working on 400 applications including fraud detection, marketing, and risk controls. The bank is also exploring the use of generative AI in software engineering, customer service, and efforts to boost employee productivity.
The technology could ultimately touch all of the bank’s roughly 310,000 employees, assisting some workers while replacing others, and forcing the company to retrain workers for new roles. “Over time, we anticipate that our use of AI has the potential to augment virtually every job, as well as impact our workforce composition,” Dimon said. “It may reduce certain job categories or roles, but it may create others as well.” CNBC
AI Just the Thing for JD at JP. In his annual letter to shareholders, released Monday, Jamie Dimon touched on inflation, geopolitics, social media, and the bank’s First Republic deal, but reserved the comments calculated to resound the loudest for artificial intelligence, saying he was convinced that AI would profoundly change society, possibly having as much of an impact on humanity as the printing press, electricity, and computers.
Dimon first mentioned AI in his annual letter in 2017. Today, JPMorgan has more than 2,000 AI and machine-learning employees and data scientists working on 400 applications including fraud detection, marketing, and risk controls. The bank is also exploring the use of generative AI in software engineering, customer service, and efforts to boost employee productivity.
The technology could ultimately touch all of the bank’s roughly 310,000 employees, assisting some workers while replacing others, and forcing the company to retrain workers for new roles. “Over time, we anticipate that our use of AI has the potential to augment virtually every job, as well as impact our workforce composition,” Dimon said. “It may reduce certain job categories or roles, but it may create others as well.” CNBC
I saw that yesterday. He also made comments on rates staying elevated, even mentioned 8% (which I don't think is likely because it would probably send the economy down and self correct anyway). Main point was the JPM was ready for any elevated rate environment.
Also BA news.
Tack on a little more bad news for BA.
FAA probing Boeing whistleblower's quality claims on 787, 777 jets
The U.S. Federal Aviation Administration (FAA) is investigating a Boeing whistleblower's claims that the company dismissed safety and quality concerns in the production of the planemaker's 787 and 777 jets, an agency spokesperson said Tuesday. Boeing engineer Sam Salehpour identified...
AI is key to CBDCs and that's a reason its being pushed so hard.
AI is still just for Newtonian machines that work with pattern recognition and need need programing
The sci-fi stuff comes with quantum.
"Control" is a reason for so much gov salivation over AI.
They want to control peoples finances, cars (driving data already being used to calculate insurance), energy use and on and on - its chains and and not liberation. IRS salivates over AI implementation - they want to do your taxes and send you bills (not all justified ). Thankfully DJT is against CBDC but he has to be allowed to win.
www.mccormick.northwestern.edu
www.cbsnews.com
AI is still just for Newtonian machines that work with pattern recognition and need need programing
The sci-fi stuff comes with quantum.
"Control" is a reason for so much gov salivation over AI.
They want to control peoples finances, cars (driving data already being used to calculate insurance), energy use and on and on - its chains and and not liberation. IRS salivates over AI implementation - they want to do your taxes and send you bills (not all justified ). Thankfully DJT is against CBDC but he has to be allowed to win.
How AI is Supercharging the CBDC World
Welcome to the electrifying frontier of finance, where Artificial Intelligence (AI) meets Central Bank Digital Currencies (CBDCs)! This is more than just an evolution, it's a revolution. Picture a financial world not just smarter but thrillingly efficient.
www.linkedin.com
How AI is Supercharging the CBDC World
Welcome to the electrifying frontier of finance, where Artificial Intelligence (AI) meets Central Bank Digital Currencies (CBDCs)! This is more than just an evolution, it's a revolution. Picture a financial world not just smarter but thrillingly efficient.
New AI Tool Predicts COVID-19 Vaccine Uptake
Northwestern and University of Cincinnati researchers partner to build a novel machine learning model based in cognitive science.
www.mccormick.northwestern.edu
Your 'Connected' Car May Be Transmitting Your Driving Data to Insurance Companies
IRS using artificial intelligence to make sure people aren't playing the system
While it could come in handy to stop tax evaders, lawmakers are raising concerns over invasions of privacy and even spying.
www.cbsnews.com
Last edited:
JPMorgan's Jamie Dimon warns the world is on fire — and plenty of people are way too bullish
Jamie Dimon is deeply concerned about international relations — and worries investors are too optimistic about threats such as inflation, interest rates, and recession.JPMorgan's Jamie Dimon warns the world is on fire — and plenty of people are way too bullish
JPMorgan CEO Jamie Dimon warned of "one of the most treacherous geopolitical eras since World War II" and flagged inflation and recession risks.
I think more people are focused on the war comments than AI.
US made a huge mess in Europe and is chasing investors away with confiscating Russian people's assest.
US throwing Israel over the side and Israeli enemies salivating.
Now US Muslims chanting death to America in Michigan and Ds afraid of losing votes (and they hate Israel anyway). People know big war coming and it will happen on US turf as well this time.
Realize the Coast Guard is lame, the Navy is a mess, the National Guard is a mess. A few cyber attacks and the barbarians will be flooding-in from all directions with not much to stop them. A lot of cities have the same barbarians but US made. US already being sacked. Gold would be worth a lot more if not for crypto taking a share
Elon Musk's World War III Worries Truer Than Ever As Iran Threatens US After Embassy Strike — US To Be Held 'Answerable' For Israel Support
In a dramatic escalation of Middle Eastern tensions amid the ongoing war in Gaza, Iran has accused Israel of conducting a deadly airstrike on its embassy complex in Damascus, Syria, on Monday. The attack, which decimated the consulate building, resulted in the deaths of at least seven Iranian...
Not with core. Signs looking like Core CPI and PCE will continue to drift lower with March prints.
