Problems at OpenAI
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Secondary Offering
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Intel ($INTC) 1Q ’26 Results
Intel $INTC announced 1Q earnings that were far above expectations. The stock is up 22% in aftermarket trading as I write this. Revenue and EPS crushed expectations. Guidance was also above analyst estimates. On the conference call, there was positive discussion regarding yields improving faster than expected in the 18A plant, a key part … Read more
Las Vegas Sands ($LVS) – 1Q ’26 Results
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I Think the WSJ Gets it Wrong on Intel
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Portfolio Update
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Intel – Nearly a Double – News on the Tape
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The Results Have Contradictions
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Mailbag and Portfolio Update
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