Opened a small position of $INTC. Will update portfolio composition tomorrow. Wiped from work today. Basically trusting Lip-Bu Tan on Intel turnaround and loved technical setup posted few days ago. Listened Q1 EC & BAC conf. Main points that stuck out: -Strong balance sheet -cutting layers of management. Lip's been attending shit ton of meetings w/ clients, engineering, polling talent -likes to underpromise and overdeliver. Analyst asked CFO why guide so weak Q2. A: tariff orders pull, BUT ALSO, so Intel can beat, basically -Contrary to my previous view, ARM in server is mostly for HPC own workloads, software support is just not there yet -ofc, pulling their sleeves in catching up with product. Might trade, might hold, will see how story unfolds

Relays I had setup on web dropped off. Not even fetching my username. Amethyst works fine, but no idea if this reaches anyone. What are your relay recommendations?

Very few U2/Bono tracks have pushed through my taste wall. My understanding this version of Sunday Bloody Sunday is a special rework for Bono's movie Stories Of Surrender. Just beautiful. https://pbs.twimg.com/media/GwkGSKoWMAAu-zn?format=jpg&name=large #GLMusicDiscovery

WTF Pat Gelsinger? New Intel CEO on his observations: "I’ve been surprised to learn that, in recent years, the most important KPI for many managers at Intel has been the size of their teams. Going forward, this will not be the case."

I may play $INTC on earnings. -Orange admin will eventually push out Powell, Bessent as one of people discussed (rofl) -FED already stepped in overnight REPO operations, canary for cuts imo -In 25' Lip-Bu Tan came to lead Intel & to turn around the giant. In $CDNS he did wonders https://pbs.twimg.com/media/GwFQ58NXIAAEJGP?format=jpg&name=large

Musk had to bribe his way into administration, to fire Erik Soskin, inspector general for Dep of Transportation to catch up to Waymo, that has been doing this shit for years now. #Robotaxi $TSLA

First time I heard, really heard this song, tears have gathered. Released in 1981 Laurie Anderson, tackled war from the most sensitive perspective there is - a mother. https://pbs.twimg.com/media/Gs710LyXkAAdCPi?format=jpg&name=4096x4096 #GLMusicDiscovery

"If you hit a wrong note, it's the next note that you play that determines if its's good or bad" - Miles Davis

Most know Lisa Gerrard from soundtracks, however she's been part of Dead Can Dance for decades. This year I was introduced to very enticing track of theirs - Song of the Stars. #GLMusicDiscovery World music at its finest.

"With AI, I can be a better friend" - Sundar Pichai at Google I/O 2025