Bloomberg TV frames rout as a read on the broader tech trade
6 Oct 30 8:19 PM · 8d ago · 2 articles · 1 video · 4 comments · 3 sources · development 6 of 6
On Bloomberg Television, Bokeh Capital Partners CIO Kim Forrest said it was too early to call a bottom in Intel shares and that the drop's significance for the wider tech trade would take time to assess.
“you can't call when the knife is falling”
Kim ForrestIntel Chipmaker at center of the selloffUS government Equity stakeholder in IntelKim Forrest Founder and CIO, Bokeh Capital Partners
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What was reported 1 claim about this development
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first by Forbes, 9d ago
On air 1 segment · click to watch, arrow keys to move
What people said 24 voices · best of 42 · verbatim
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Who would have thought that a hyperfixation on # AI to the detriment of literally all your other customers might backfire if AI didn't perform as expected. Imagine how incompetent you have to be to do this to a successful company. https:// finance.yahoo.com/markets/arti…
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Intel has lost its engineering culture and one day it will have to pay the ultimate price for letting it happen. I don't think that day is in 2026 but it's in the near future.What no one is talking about so far is how Intel used to be a strong engineering culture but then turned into an incestious den of bean counting MBAs executing HBS management…
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I hate Trump he's wrong every time, but I agree with that. Wasting tax dollars to get another countries fabs to be here that doesn't give us any pricing or national security benefits and wanta to pay poorly vs Intel for fab workers, is a dog shit idea and waste of money. Intel or bust imo if Intel fails and we are unable to save them no matter how…
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FYI there is a reason for that.Stocks are valued as the sum total of all the money they ever make.So $1/year - the are worth infinity.But due to 'time value of money' (aka some risk free discount rate you can put your money elsewhere at get the same return for no risk, like your bank account), then the infinite sum of those $1 / year is some…
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Any reason the site isn't on cloudflare pages? Assuming the frontend is a mix of static content and user posts/comments, you could get around high traffic by keeping the static stuff prebuilt and the dynamic stuff fetched only for users with a valid login. Cloudflare doesn't charge for egress, so if the 1.6m bots can only fetch the homepage, then…
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The lack of self awareness of HN posters thinking that these 'dumb finance people' can't understand how 'chips are made'.Good gosh. Goldman probably has 50-100 people, inc. maybe 20 Engineers just on that alone, full time.And yes, Intel can fail 100%. They can absolutely go into receivership and/or be broken up and bought for pennies by other…
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don't worry when the bubble pops the hardware will be at a great discount Joking aside remember that AI is still in it's baby steps when it comes to profit seeking. For example, advertising spending on AI is going to replace a lot of the other internet ad spend, and be more profitable because it will be more effective.
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AMD is taking advantage of this by forcing 5-day RTO for almost all employees (including 90% of people that thought they were remote but were marked as "hybrid") in January w/ 3 months notice and a to-be-announced 3-4% layoff concentrated the AI group that maintains ROCm. The stock price caused employee compensation to skyrocket and now they want…
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They want to KILL RAM so ppl are connected online all the time and RAM (which is basically your main access memory which his used when you are working live on a PC) can bee accessed by these terrorists and they can keylog and spy on you..
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The big question I have, why isn't Nvidia's stock falling quickly ? Nvidia's GPUs are the most in demand chip for AI. Seems Nvidia stock is also falling, but not as much. I would think it would fall almost as quickly as Intel.I wonder if something else is happening to IntelNvidia Stock:https://finance.yahoo.com/quote/NVDA/Intel Stock:
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And the answer (to the lost profits) is to cram ads into the AI answers, which defeats the entire reason people have been usually it: to sift through Google's terrible search and ads to find anything useful.
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Intel is particular: they managed to keep appearing to investor as a CPU leader,BUT:- they are losing the server to ARM (also thanks to Apple because now many devs use ARM as well)- AMD is strong on the PC, while Apple (15% market share) is ARM- They failed to make a dent in the GPU marketSo, Intel has got no more area of leadership. No more in…
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Modern MBAs have this weird idea that there is an infinite amount other companies to replace what they break. That's why they're so carefree about stripping the copper wire out of their own companies.
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There will be a company using Intel's fabs to make chips 5, 10 or 20 years from now. Because it is in the national interest of US to make sure that happens.It is not in the national interest to make sure that the Intel common stock remains valued above 0. Plenty of companies that are of national interest were saved directly from bankruptcy, by…
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Where are the boards, assembly and packing done? This will be China, Taiwan, or south east asian countries, depending on the board partner. if you get an MSI RTX 5080, it'll say made in China.
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Yup we live inside an ever growing noise factory thanks to modern news/social media attention harvesting dynamics. All sides are using it on autopilot.The systems are optimized for pumping more and more bits out. Not to measure/reduce noise and increase signal.Individually its easier to tune it out.Intel was at 15 bucks for multiple years post its…
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Right, it is a matter of national security and the gov wont let them go to 0. Despite their mismanagement over the past decade and a half, they're rebuilding and still an important company.
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All this is hogwash. While a massive drop, Intel is still sitting higher than at any point in its history prior to April of this year (except for two very brief dotcom era spikes).Everyone seems to forget that stocks are supposed to reflect real value. This is now just a correction of insanely inflated value since April.
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Oh, I'm sorry for using the edit button that the website provides me with. I'll take being cognitively impaired if that's how you describe anyone concerned with socialism
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Huh, I'm used to "stock collapses" headlines being a 2% daily fluctuation. Actually down 50% over the past month. But then again, up 50% over the past year. Sure is great when stocks of companies that are foundationally important to the world economy are being traded like meme stocks.
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And 90% of the world's advanced microchip processing is closer to China then Sanfran is to LA. If you were gaming that out, is that not the first tap you turn off?
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> Intel, like Boeing cannot fail.Failure here is getting restructured and people losing money in the stock market, which I guess is so detached from the actual companies and reality that it might as well be a polymarket bet (I mean overall stock market and not intel specifically).
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Dems too. Trump gets away with everything, and it's all according to shitty oligarch plans. Fun activity: Go look at the members of Peter Thiel's "Dialog".
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Pet peeve: when the news reports in absolute points. "S&P down 125 points!" OK, now I have to do (trivial, but some) math to size it up. Oh, that's 1.3% drop? OK, now I get the magnitude.Tomorrow, they'll report the Dow is up 1572.
All 6 developments of Intel stock crashes 28.6% in worst day since 1974, erasing… →
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