I'm gone. Like a steam locomotive rolling down the track, I'm gone, gone, and nothing's going to bring me back. I'm gone. 06/29/2023
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Actually you are wrong. It will take years before photonics is commercially profitable if manufacture starts in 2026 (at the earliest).
And if reliability is unproven it is, by definition, unscalable.
I said his comments correlate to those stated here over a year ago and they do.
No. It's assumed to be a scam until they do full independent audit. Then there can be absolutely no doubt it is a scam. That's why there will never be a real audit.
In my personal experience, Arthur Rock was the gold standard venture capitalist.
Hand waving.
What does the polymer do to wafer yield at sort? To final yield at assembly? What are defect rates (not hand waving, actual data)?
Where is the reliability data?
How does it perform at ever decreasing geometries? How does it perform using EUV lithography? That will be an absolute necessity at 3 nm. Has it been evaluated on an Extreme Ultraviolet stepper on a production line in a fab?
Running product in a fab isn't a science project. It must provide profitable and repeatable yield. I have not seen the company address any of this in quantifiable terms.
I'm just a simple guy and try to distill issues down to their essence. Ostensibly, because of the pandemic, the fed has been printing money like a counterfeiter on meth for years. And spending it all while holding interest rates to near-zero. While the national debt runs for the stars. And the regulators seem to have been on a retreat in Tahiti.
Then the fed decides to slam on the brakes, increasing rates at a record pace.
Talk about a "stress test"! All the holes are in our economic structure are being exposed. And it is far from over. We ain't seen nothin' yet. We would have been far better off if the fed kept it's finger off both sides of the free market scale.
This one is such a transparent scam, it is like the cons don't even want to try to put up a facade of being a real enterprise.
I agree, he is brilliant. He can even control the government. That's quite a feat!
Here it comes:
US Discusses Fund to Backstop Deposits If More Banks Fail
FDIC, Fed weigh special vehicle after SVB swiftly collapses
Regulators are racing to stem the fallout for other banks
https://www.bloomberg.com/news/articles/2023-03-12/us-discusses-fund-to-backstop-deposits-if-more-banks-fail
More importantly, she has the toilet paper right there in front of her. Just in case.
I imagine it is a VERY long weekend behind the scenes at many startups. Also at some small to mid-sized banks.
Isometric work outs! When I was a young fellow a long time ago, I was a competitive swimmer. Introduction of isometrics made all the difference (a long time ago). Give it a go!
You doing OK?
I am concerned about the run on Silicon Valley Bank. The Voices In The Sky want us to think it is a one-off. I'm not so sure. At all.
Fake MoMo, fake bimbos.
Yeah, but Poet isn't selling shoes. LMAO!
BennyMojo, you are such a cartoon character!
Lightwave has a long-term contract with the goalpost moving company. They get a volume discount!
It sounds like you are doing everything correctly. Keep it up and I think you'll be fine!
OT!
A discussion on onion burgers on the recipe board had a link that mentioned Johnnie's in El Reno, OK. We stop in El Reno twice a year going to Virginia and back. We're going to try Johnnie's and will try to report back.
What kind of ETF is this? Is it managed by Cramer? Just curious. i also just noticed you started a short Cramer ETF board. Is this stuff for real?
Admin Shelly,
Don't worry about it. Heck there's virtually nothing we can say these days that isn't going to offend someone. Even the most innocent things.
Personally, I am proud I'm an old timer. I have friends who were not so fortunate. If they hate the rocking chair, give it to me. I'll happily rock on the front porch with my sweet tea!
I served in SAC shortly after you were born. I honestly find the opinions on the Vietnam War from those born after the war "interesting". Almost as much as the opinions from those who "almost" served during that era.
Here's a clue: No one cares what you eat. Nor what you drink. Nor anything to do with your rent-a-model backgrounds. They only care that NOTHING you predict happens.
A good read:
The Snowball: Warren Buffett and the Business of Life
https://www.amazon.com/Snowball-Warren-Buffett-Business-Life/dp/0553384619