melling's profile picture. Developer of mobile language learning software for the iPad and iPhone.  Spanish, French, Chinese, Russian, German, Italian -  http://appstore.com/h4labs

Michael Mellinger

@melling

Developer of mobile language learning software for the iPad and iPhone. Spanish, French, Chinese, Russian, German, Italian - http://appstore.com/h4labs

Michael Mellinger reposteó

I’m not that into meme sharing but this one was too good to pass up. $INTC

PatrickMoorhead's tweet image. I’m not that into meme sharing but this one was too good to pass up. $INTC

Michael Mellinger reposteó
Semicon_player's tweet image.

$INTC $NVDA This took longer than i thought it would. I hold a little more than a half nana position.

melling's tweet image. $INTC $NVDA

This took longer than i thought it would. I hold a little more than a half nana position.

Michael Mellinger reposteó

Intel @ Goldman Sachs Technology Conference: [Highlight] - Only company with "hard-core" foundry R&D in USA! [Foundry] - Move from Intel 7 to Intel 18A will be "very profitable". - Moving Tiles from TSMC to 18A saves a ton of money. - Current focus is on 18A ramp. - NVL, CWF &…


Haven’t touched these in 5 years. March 2010-August 2025. RIP

melling's tweet image. Haven’t touched these in 5 years. March 2010-August 2025. RIP
melling's tweet image. Haven’t touched these in 5 years. March 2010-August 2025. RIP
melling's tweet image. Haven’t touched these in 5 years. March 2010-August 2025. RIP
melling's tweet image. Haven’t touched these in 5 years. March 2010-August 2025. RIP

$INTC is raging fire!

melling's tweet image. $INTC is raging fire!

Michael Mellinger reposteó

So $INTC currently trades below book value. Think of this like you would your net worth. Sell the assets, pay off debts and you’re left with a dollar number. For Intel, that remainder (book value) is higher than the market cap. I know it’s not an exact way to calculate this and…


Michael Mellinger reposteó

Rumor: The price per wafer for TSMC’s 2nm process is $30,000, and the A14 process could reach as high as $45,000. $TSM ctee.com.tw/news/202506027…


Michael Mellinger reposteó

First High Na EUV HVM tool : EXE:5200B confirm tool installation on going in intel foundry before 2 pcs only R&D and test tool , intel first ready this HVM tool indicate 14A R&D move to production 14A will HVM in H2 2027 trendforce.com/news/2025/07/1…


I did my first meme using Gemini. $INTC like raging fire!

melling's tweet image. I did my first meme using Gemini. $INTC like raging fire!

The Next Big Short is the Trade War | TCAF 196 youtu.be/LvgCvJvAooE?si… via @YouTube Deficit doesn’t matter. Trade war. Apple makes everything in China. Great episode with Steve Eisman

melling's tweet card. The Next Big Short is the Trade War | TCAF 196

youtube.com

YouTube

The Next Big Short is the Trade War | TCAF 196


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