Problems at OpenAI
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
$INTC
5 Things to Know in Investing This Week – The Intel Crushes the Quarter Issue
It was a busy news week so we’re going with 6 Things this edition. Intel reports a fantastic quarter sending the stock up more than 20% in the aftermarket. DKI subscribers earn 130% in five months. Sysco is acquiring Jetro for $29B. The world’s largest food distributor will now have physical locations. Texas Pacific Land … Read more
Portfolio Update
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Intel ($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
I Think the WSJ Gets it Wrong on Intel
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The More Good News for Intel Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Portfolio Update
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Intel – Nearly a Double – News on the Tape
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Post Hoc Analysis
As before, anything I write regarding the situation in Iran is based on what I believe to be true right now. None of us know how accurate any individual report is. Every party involved has an incentive to shape opinions regardless of what’s really happening on the ground. Again, I’ve seen videos claiming to show … Read more
Iran and the Portfolio
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
