for those who don't know me, the markets have fascinated me for quite some time. while i avoid discussing hot topics and trends, i enjoy sharing my perspectives on specific businesses that capture my attention, on behalf of my private fund (for now). i do not accept external capital for the time being. all capital under management is proprietary.
for example, you can read my thesis on $intc via our latest publication on the fund’s website, http://candestra.com. enjoy and feel free to reach out with any questions regarding this topic.
#nostr #asknostr
I read it.
Intel is not as dumb as people think it is. The gpu was good. The cache war has begun and intel has some play now, after 3d v cache Amd seems ahead but intel has a reply.
With the 'big' companies i can tell you that they are not going down unless they do something stupid. They keep innovations hidden.
Also regarding analysis, you could also see the server market idk ¯\_(ツ)_/¯ how intel is doing there. Cheers.
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