lost internet for a few minutes, couldn't finish the ibm q/a, but did hear that ai is 10% of their revenue now, they were very optimistic about it and i know they use gaudi 3. asml earnings were also another positive tea leaf for intc, they has a big revenue beat and intel is the only one using their latest machines. i'm still 28% intel so that's the big deal for me. gonna grab the rest of my sandwich and listen to google earnings (available on youtube)
https://www.youtube.com/watch?v=BtXRNTgsgpU

morning, babe! got better answers for you here than all of /biz/ combined, but just happy to see you back and bold, showing courage. i'm staying true to /bant/ though. also watch the slurs, be gentler.
lotta talk about google, in our competitor thread, i own 80 shares. not selling, up a good deal on them and don't want to pay taxes, but besides that i want to own it. you can't let personal grief with the company get in the way of reality, they are leaders/competitors in so many key markets search, video, ai, software, but also stuff like autonomous vehicles and quantum computing. there's no other company like it, one-of-a kind asset that trades at a discount to "peers," of which there really are none. lifetime hold for me and a possible buy at these levels, but especially if they sell off on earnings. it's already my 2nd biggest individual stock position and over 6% of my port, and will remain that way for a long time.
https://www.youtube.com/watch?v=L7QhseQQ33c