USG
USCF Gold Strategy Plus Income Fund
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>Oh, maybe you think they will offload them on the secondary market and tank the rates for new bonds? Yeah, I do. They tried that strategy before in spring 2024, and it got Trump's attention. >Except 3/4+ of new bonds are purchased by USG entities, businesses, and people. And they can suspend the ability for those within the US to purchase on the secondary market which means they can keep their rates exactly the same. Which is basically a selective default and will drive rates on USTs up even further. The US needs to sell $2T of new debt a year, every year. The US needs to service $1T of interest on its existing debt every year. Any reduction in demand for US debt is *existentially* bad news.
Do you think they are just holding on to full mature bonds that are not accruing any more interest (hint: they are not)? Or do you think they will cash in their non-mature bonds and take the hit on interest? But that's just giving free money to the US. Oh, maybe you think they will offload them on the secondary market and tank the rates for new bonds? Except 3/4+ of new bonds are purchased by USG entities, businesses, and people. And they can suspend the ability for those within the US to purchase on the secondary market which means they can keep their rates exactly the same. Which again means the EU would be throwing money away taking a loss on their bonds to no actual detriment of the US. This is precisely why you have never (and likely will never) see this tactic used.
They have been establishing themselves as a trusted resource for Space. They have over a billion dollars in backlog contracts with the USG alone.
if the USG wants to backstop the lenders, sure. otherwise they will just not offer anything to the risky poors
In September 2008, Uncle Warren invested $5B in Goldman for preferred shares that paid a 10% annual dividend plus warrant to buy common stock at a later date…firmed up Goldmans capitalization and was highly profitable for Berkshire… October 2008, UW provided $3B cash infusion to GE on similar terms to Goldman…. Berkshire participate in a private placement of convertible notes for wallboard manufacturer, USG to help keep them afloat during the downturn… Berkshire stock had a significant drop in 2008 like many stocks, but the strategic investments it made in 2008 generated billions in profit during the market recovery…. Currently holding approximately $380B in cash…so while not a market hedge in a downturn, a stellar opportunity as a long term investment as the cash pile can be used to buy good companies in a downturn when they can be bought at a discount….just saying
INTC. It doesn't matter who develops the best model, what the use cases are, who designs the best chip. There are two companies in the world (arguably 3 but Samsung isn't going to meaningfully catch up in my opinion) that can fab bleeding edge chips. No matter what path this takes, the demand for wafers on the best processes is very unlikely to fall apart. Yes TSM is the best fab and it isn't close, and this is why they're at a 10x market cap compared to INTC. You then need to consider the geopolitical angle. Taiwan is going to be a part of China within the next 10 years, possibly within the next 5. This is painfully obvious. This is why the USG is scrambling to onshore semis. Yes, TSMC is building in Arizona, but it isn't building enough, and it refuses to build its top processes outside of Taiwan. Fundamentally, TSMC's agenda is opposed to the US agenda. This cannot be reconciled. Taiwan wants to retain US dependence on Taiwanese fabs so that Taiwan remains a strategic interest to the US. The US wants to onshore semis to derisk from Taiwan so that the US can allow China to take it. These goals will never be aligned. The USG knows this and that is why Intel is being propped up by the government and is essentially a state semi manufacturer. We will see this more clearly in 2026 and 2027. The market is not reading between the lines here and pricing the stock correctly. INTC should easily see $50 in 2026. 60-70 or higher is well within the realm of possibility especially if AI sentiment holds. I expect the stock to have a 500b+ market cap by 2028 barring a major market correction/AI pullback (which is absolutely possible)
Lmfao USG didn't save Intel they just expedited payments Fuck you wishing poverty on me
ok retard buy puts if you're so confident Betting against the USG and nvidia LMFAO
the USG will print trillions to build it all back, all of the raw materials are available outside China and aren't very rare
Elon has USG wrapped around his pinky.
USG: Intel? Never heard of it
Cyclic investments in AI are buffing the GDP print. Today's number was also before USG shutdown.
As someone who works in the space sector, the space stock run up is laughable. USG is basically THE customer. There are no realistic revenue opportunities outside of telecom, which is already pretty saturated.
Sure. I see the point. Let me add some context and plan for this trade so I can get some constructure criticism here. I don't intend to hold the put to expiry. There is little theta on this option for the next 16 months, so 50% risk premium I am paying is concentrated in the last 6 months of the put. The thesis here with the hedge is that the US is slowly jogging towards a sovereign debt crisis. Won't happen tomorrow but the long end of the yield curve is going to go up - it will probably be a "spikey" event sometime in the next 16 months that catalyzes an abrupt change in sentiment. (See yesterday for instance or if the next Fed chain continues a plan to cut rates with advancing inflation) The plan is that I'll keep this contract open for next 16 months Scenario A) TLT continues to slide or a negative news catalyst occurs , this put will swing deeper ITM on that event. The gain in the option will offset any losses in HIMU at that point. If that happens, the USG will be forced to implement measures to satisfy the bond market (Fiscal austerity, VAT implementation, etc), at that point TLT will begin to rebound. I'll close this put for a profit, HIMU will retrace (hopefully) to closer to my purchase price and I have protected my principal while still netting the tax free dividend from the muni. Scenario B) TLT does nothing over the next 16 months, HIMU stays close to the price I paid and I sell the put back for a loss on or around May 2027. The expected price of the contract on that date assuming no change in TLY from today is $600. So I paid about $200 in insurance costs on $20k worth of capital. (1%). Yeah that eats into my return, but I am still netting \~4%. Finally the small loss on this option offsets any gains I have elsewhere in my taxable income generating portion of my portfolio. So even this insurance offers value to me elsewhere. So open to feedback on this and if I am thinking about it the right way.
I have $20k in HIMU, a junk muni ETF. It yields about 5% and income is free from federal tax.so $1000 / yr free and clear of any USG taxes. The biggest single risk with that position is interest rate sensitivity. When yield climbs the value of the bonds will fall and ETF price will follow. because of the very real risk that the long end of the yield curve here in the US is going to explode in next 2 years I purchased ATM TLT put for $800 (LEAP) expiring in Jan 2028. TLT price is tightly correlated with HIMU. This I am paying about $400 a year in options premiums as insurance on my $20k principle. A couple things: I am surrendering half the yield in name of insurance. Yes. But I'm largely hedged and delta neutral as HIMU price changes.
Backed by the USG and military doesn’t mean bupkis. The fact is fiat is traded and speculated on like any other security, and analysts determine the valuation - also like every other security. People get scammed out of fiat constantly, it’s used in money laundering and every other “scheme” people blame crypto on. People who invest in shitcoins are like people who buy the fiat of weird countries. I can’t blame them for not knowing that there are only a half dozen crypto coins worth investing, and everything else is a worthless shitcoin grift. I mean, there are people out there who actually still believe that prices are determined by supply and demand.
Lol, I guess I thought you had more common sense than you did and were talking about the USG books. Do you think that the chips beindgsold to China were stolen straight from NVDA or something? They were sold to a third party and thus were already apart of earnings numbers. Lol. Common Sense
Correction to this.. pending USG approval, Netflix is buying WBD without Discovery. That approval is highly questionable at this point in time…
*Amid AI's sweeping expansion, Microsoft increasingly resembles a “state-owned enterprise among tech giants.” Yet shareholders have clearly granted the company greater autonomy this time.* I don't even understand what that means, and why you would use the word yet. As of ESG, the majority of the market and the USG have, for better or worse, decided that it's irrelevant.
> The head cheeto man in charge declared that intel isn’t allowed to fail and number go up. This was always the thesis: the notion that Intel was somehow a "going concern" was always stupid, the USG was not actually going to allow the only company conducting leading-edge process R&D and manufacturing, on US soil, to go belly up while there was a credible, near-term (~2027), geopolitical risk of China invading Taiwan and either controlling or destroying the *other* major chip fabricator in the world, *particularly* in light of the fact that semiconductors had increasingly become a national security issue as the AI narrative developed. I guess nothing absolutely guaranteed that equity owners of INTC wouldn't be wiped out if there was a restructuring or something, but Trump is making the move that pretty much any administration was going to have to make, sooner or later. TSMC isn't going to export leading-edge processes to its American fabs unless or until shit hits the fan and Taiwan ceases to exist, so the best move the US can make is to backstop Intel, and force American companies to work with them until this fab volume situation is derisked. Nobody was going to just let all these High NA EUV machines and tooling get mothballed or sold.
Their Chinese tesla not subject to tarrif.... Its the USG robotics policy because remember its a robotics company now. Guess is speculation tesla will have a new government teat to pull money from now that its off the EV teat.
Mods should probably un-shadow ban lRBT at this point. Likely not a meme stock anymore with valuation speculation due to USG investment in robotics.
The USG's 43-day shutdown didn't help. Notice how everything was ready and pushed through EDGAR once everything reopened.
Last time I checked my notes the USG still spends more money than it earns
nah, USG always tells the truth, and most always looks out for their citizens and for sure never hides any techology.. but yet literally yesterday a documentary came out about a 'secret cold war' between China, USA, and Russia... and who has been on the news lately all 3.... nope no conspiracy here... meanwhile everyon wants to build datacenters, but nobody is talking about what is going to be powering these 'said' datacenters?
RKLB. They will eventually compete for spacex heavy and musk is permanently out of favor so USG will be looking for an alt launch. Its NZ connection also lets anti U.S. gov’s contract with a non spacex company.
The USG has been hiding foreclosures, making payments for people so the houses don't hit the market. It is total bullshit and Trump stopped it. I think the free money stopped in September, so October was the first month with potential foreclosures hitting the market. We are talking 1M homes that were having mortgages paid by the government. It is outrageous.
The USG is literally non-functional and cannot pass a budget, in my democracy and many others this is considered serious enough to trigger an emergency dissolution and election.
Guys, this is the CON from the get go. Why do you think they were making these deals? So if the USG says no to this, OpenAI will turn around and crash the market. This is the CON with a implied threat.
That's fair but I think what some are pointing to is that the USG itself is near a point where printing money won't help because the bond market dictates the rates at which it will lend. Once the fed loses control (look at the overnight lending market right now for signs it may be) it doesn't matter what the USG wants to do. It will pay one way or another (either through astronomical interest rates bankrupting households and the USG through debt servicing payments, hyperinflation bankrupting the real economy, or both) crashing the entire system. This is not hyperbole it's happened several times in recent history. And every time smart people thought "this time is different".
\>huge and bloated corporation correct but there is an attempt to lean down \>massive CAPEX spending into depreciating assets - fabs - for which there are no customers this isn't necessarily the right way of thinking. the equivalency is criticizing TSM for building out 2 nm nodes which are depreciating- which is technically true but the revenue they generate massively outweighs that. INTC is trying to build out 1.8 and 1.6 nodes which is incredibly expensive and difficult. massive capex is a requirement for them for the hopes of massive revenue growth in the future \>all potential customers are also competitors, so at best will give Intel enough business to keep USG happy this is just...not true? NVDA and AMD are competitors on the design side but they are fabless whereas intc is fab + design meaning they would be customers...if they were able to execute high yields on chips kinda feels like you have a fundamental misunderstanding of semiconductors which is understandable as it's very very complex TLDR: INTC is very very questionable rn and needs to show execution in 2-3 yrs (nodes take a long time to come online, can't really do much before then other than show progress) to justify people investing them
It also boils down to corruption and greed. USG has let mega corps running too big and uncontrolled. The crazy thing is USG actually wants this to happen, so they can win AI race against China.
Intel is backed by USG and nvidia bruh
yes, am never sellling Intel. USG got their back now
Well the idea is that 170M buys you much less rare earths in a trade war / actual war, and you won't get enough of what you need. Everything that depends on rare earths (so every industry) will suffer significantly by not having things they need. As a result, more investment is being put into the sector so that it's not such slim boom or bust margins and longer term the companies are more financially sustainable. It's geo-economic warfare in a way. If as a nation you flood the market with cheap rare earths because your country has them in comparative abundance and your labor is cheaper, you snuff out the margins for other companies where cost of operating is higher. As a result, you degrade their capability to profitably provide the goods and services, and we're looking at rare earth companies as a part of critical infrastructure, which is frankly correct. Sometimes you have to divorce yourself from frankly arbitrary monetary valuations and think in larger context. The USG has signaled taking a more command economy approach to this industry in ensuring rare earth companies remain capable of profitably providing their services independent of market conditions induced by China because they are necessary to the defense industrial base. For that reason, I remain bullish.
You would be right about hope and prayer, except you are forgetting that this is not a free market. USG took a stake in Intel because they need chips manufactured outside of Taiwan for their strategic interests. The USG will put forward whatever incentives they have to for Nvidia and AMD to see the benefit in giving at least part of their business to Intel. Nvidia also has no issue with doing business with Intel, they just gave $5 billion investment into Intel as a strategic partnership which allowed Intel to pay down some debt and have more runway for Foundry investment. 30 PE is meaningless without context. Intel would only need to make $6B profit for 30 PE. If you cut the foundry business out of the picture they are already less than 30PE. But if you cut out the foundy you are also left with a flat revenue business losing market share, does that deserve 30PE?
I am deep in Intel since last year. I believe a turnaround is very likely, especially since the USG backing. However, it all comes down to their success with Foundry which we didn't really get any positive news about yet in this latest earnings. Despite a decent earnings, I don't really expect sentiment to change at all based on this report.
Not sure that the McClellan Volume Summation Index and the yield spread between junk bonds vs. investment grade are relevant indicators for fear/greed in this market. Doesnt take into account bullish market concentration nor the declining status of USG bonds or the rising status of junk bonds or even their interdependence.
The USG owns 10% of Intel thanks to President Trump and if you think President Trump is going to let Intel fail so his haters can use that as a talking point then you are crazy. Intel is definitely worth adding but it just sucks that you didn't get in when it under $20
I guess USG wants to also manufacture meat in the US.
Expand my small stake in NB (NioCorp). Got upgraded today. Possible USG play. They have the mine for Niobium. Think super pure steel alloy. That will be used for military and superconducting computers (used in quantum computers and future cryogenic CPU/GPU’s 2030 and beyond).
Is it cyclical though? This is a systemic shift, a result of threatening trade partners, bullying allies into submission, and picking fights with some of the largest countries in the world. From an investor perspective, a lot of foreign investors, especially institutional investors, have lost faith in the reliability of the US economy. Not because of poor growth, but because the President and his cabinet are mercurial and shifty. Not to mention, holding USD does not make sense any more, because of the constant devaluation and debasing of American fiat - thus threatening its status as a reserve currency. That includes dollar-denominated debt, which has been the USG's primary method of making foreigners baghold for them. Why do you think everyone is piling into gold and even crypto? The only leverage the USA currently has are their hand on the balls of many foolish European countries who decided to put their faith on pan-Atlanticism and a steady US diplomatic and economic climate.
PLTR's forward PE is like 17,203,205 but everyone loves them because they're helping the USG become a spy state. Bullish.
The USG already put in $80 million and if the EXIM bank loans them the $2 billion, then that's all the government money PPTA is likely to see. Since the antimony spot price is very elevated, we're not likely atm to see price floors guaranteed by the government à la nd/pr. Moreover, if the exim bank loan falls through, we might expect a LOT (approximately doubling the float) of dillution if other debt facilities can't be obtained. I target 20 bucks a share because even if the float doubles I would expect a future profit of around 7 dollars a share without being forced to commit more cash to average down. The last risk which I didn't really mention in my write-up is that the gold price comes back down. Obviously this project is *most* sensitive to the gold price; so it's worth considering what would happen to the future expected share price if gold goes down to 3k or even 2k. It also turns out that a present fair value of the stock at 2k gold price is around $21. So in my analysis the $20 mark is a key buying level because it balances out all the different risks well.
The auto sector is fucked. Been in the industry 15+ years. Ive never seen so many resources being spent on something that will never generate profit or revenue ever. Literal billions are being spent on tariff activities. There is ZERO innovation, zero efficiency, zero anything of substance coming out of these tariffs. Everyone from commercial to engineering and everyone in between have activities on-going with tariffs. In the end, the only outcome will be who shoulders the greatest weight of the money that the USG is taking... spoiler alert, it wont be the teir 1s, 2s, 3s, ns, or the OEMs. Its going to be the only people who dont have a seat at the negotiating table, the consumer.
soon to come 100% from the USG, AAPL, NVDA, and everyone else he forces to use their chips lolol
Nvidia and the USG bought at $25 a share. INTC is now almost $40 a share a month later.
USG and 🥭 reportedly in talks to acquire NASDAQ Source: I made it the fuck up
Archer Aviation might pop with news of a Tesla deal. Also invested in Intel. I also am eyeing the new mining stock the USG is talking about taking a share in
Second rate is second rate. Intel doesn't offer any product anyone wants, has low yields, and the Nvidia stake hasn't closed yet it's based on intel meeting certain requirements. The Govt converted already agreed monies into stock so while they received "grant" money the USG took 10% of the company for it. They're on a lifeline looking for a customer for 14a. Not much positive is actually happening at the company. Those empty buildings are going to be from tech growth. Everything minimizes with time. The laptop I'm on right now has more computer than a supercomputer the size of a building did decades ago. Storage solutions are drastically increasing with new tech coming on the horizon and with those will come less server needs. So capacity growth in servers is expected to start slowing in 2026 except for AI and INTC has jack shit to offer in the AI world.
USG shut down. Jobs report was awful. Market is just ATH after ATH. M2 just does M2 things, I guess.
Valuation matters. Remember when it was $50 a share a few years ago? Right now, INTC has a foundry without any customers except its own CPUs, a legacy x86 business with little growth left, nothing to show for its AI investments where even AMD has AI chip customers for its MI series chips. The recent run up in Intel's share price has already priced in some of the growth because of Nvidia and USG investments, revenue that will be expected in future quarters.
It was $60 as an imploding company. Getting to play in fishbowl with USG support and APL and AMD as customers, $60 is a low estimate. I knew they were going to recover with their "engineering first" mentality as of recently.
Learned the hard way when uncle sam printed money during covid and stopped the money printer and hiked rates after. Both situations would have made me rich but I missed it. Just because I doubted USG.
Ber. Over valued or over levered markets only crash with liquidity events. If you cannot identify this liquidity event what are you even betting on? I'd suggest you consider that since 2008 it has been clear USG or Fed will step in. Not only did the public not care about bailouts then they cheered for it. Clear message the public will allow the 90% to be absolutely robbed through fiscal and monetary policy as long as you can tell them the economy they own none of is good. They will be devalued to protect assets and for some reason like it. SVB I thought was a funny relatively recent example. A rich people's bank, non systemic risk, clearly outside FDIC on most accounts. They changed the rules and bailed it out. So ber, tell me, with investors rightly believing the 1% will burn this country to the ground to protect assets. What is the liquidity event?
You mean the most important one USG
“Move your chip production so we wont even need to protect you." — Trump to C.C. Wei, probably. Here comes the arm twisting from Trump + USG. Taiwan has no allies. Both China and US are doing this out of self interest, albeit for different reasons. How can TSMC give their backlog to Intel though? These aren't just interchangable processes. It's not like TSMC can just say to Nvidia "yeah go make half of your chips on 14A" this would take a lot of effort and a huge cost on Nvidia part and even then if the process isn't competitive, it might not be capable of producing the same chip. Getting US chip production from 2% to 40% is unlikely to happen in a single term as well. Even if they did decide to move and if their engineers were allowed to come here (both MASSIVE “ifs” now since January)… The supply chain for advanced semiconductors is, by several orders of magnitude, the single most complicated supply chain ever developed in the history of humanity. Opening a new plant in the US is a 10 year process minimum, and that’s if they have the legislature, incentives, and infrastructure in place to make it go smoothly. We’re already doing that with the CHIPS act, though many of Trump’s actions to date are not making it easier (via tariffs). He instructed Mike Johnson to get rid of it entirely back in March. If that happens, game over, semiconductor manufacturing will take twice as long to migrate here on its own and the US will be left in the dust. It is unlike any other supply chain on the planet, it is not an overnight process, and having someone that doesn’t understand this pulling levers at random is only going to make it harder.
TIL the USG is run by gremlins.
Steve posted a detailed rare Earth minerals DD here a few months ago. News come out a few days ago but the USG stake in LAC which is what caused the run up. If you believe in the long term future of this company, I say get in. If you're looking for a quick sneeze, I would be cautious.
My growing concern is this monster will get so hungry it can't be bailed out. Market correctly assumes USG and Fed will intervene. Wonder if this is going to be the cycle where intervention doesnt matter anymore.
I doubt the stock market will care about the USG shutting down
USG convo with TSMC earlier this year. USG -> help us ramp up. You owe us. 95% of chips? Remember who actually protects Taiwan. This isn’t fair. TSMC -> hmm. Why would we give up our dominance? If we do, what assurance do we have? And if we do that will only piss off China more. We like the status quo, so no. Why we will see massive tariffs as retribution and acceleration of companies to opt in to IFS. TSMC is not to be trusted. Remember how long they dragged out their AZ fab to produce advanced chips? They had to be pushed to do so. Retarded news and the markets are reacting the wrong way. Buy the dip.
USG, SoftBank and NVIDIA deals. They should have plenty!!
LMAO after USG invested in INTC, it goes around and ask for money, each time it does the price goes up.
It’s all about risk and reward. There is no conceivable universe where lending you, or me, or anyone else in this thread money is safer than lending it to the US government. US government bonds are considered the safest investments that exist today. So why would a bank loan you money at an interest rate that is lower than the yield, AKA interest rate, on a USG bond if a USG is a considerably safer bet? They wouldn’t and they don’t. That’s why the 10 year note dictates mortgage interest rates.
It’s both. Short term due to the recent investments. However, those investments are to instill confidence in the long term run. You’re either in or out on this. If you’re in already, hold and put a stop loss if you’re worried about it dipping. It’s obvious the USG wants a US foundry and designer. Intel is the default for that.
Nana - USG - Jensen The Holy AI Trinity
I have no words. If you think Intel, with the backing of USG & Nvidia, at a market cap of $140Bn is “how to lose money”, then you are either trolling, or you just don’t understand how this game works.
Next place intc finds support is at either NVDA buy price 23-24 or USG buy price at like 22 🤣 a whole new generation of intc bagholders
Let‘s see when Apple (or some of the bro‘s) is going to put in $5bn to match the USG $10bn…
Ngl I think it’s hilarious that everyone hated that stock months ago, hated it when the USG bought a stake and now there’s posts about getting when it already ran 40% from its usual price of low 20s. I bought at 20, considering selling now.
If USG dumps on retail here, I will find this highly amusing
75 for the year forecasted? Hmm guess we will soon find out which data metric has been absolutely fabricated. Or USG is just like bros how am I supposed to finance the 7 trilly due this year alone.
Because fuck the poors. Literally. USG cannot fund itself at these rates and it puts assets at risk. Rich own assets poors get paid in cash. Devalue cash protect assets. Fuck poors.
The last time valuations mattered was pre-2008. Valuations are important in the sense they price realistic cash flow or generation against "book value" and the liquidity of it. With the rational being that anytime an investor attempts to get the book value realized in cash it has to come from somewhere. So major mismatches results in wild changes in book value, or a crash due to liquidity or cash generation not meeting cash demand. Then we went lmao money printer BRRR for any and all problems; now the question of where does liquidity come from no longer exists. Overleveraged and need to extract cash from positions? Positions underwater? Don't worry USG or Fed will buy them. Market has been trained by the last 20years of policy both monetary and fiscal; that all book value is essentially backed by the USG as long as you are a big enough institution, or alternativerly politically collected. And the American people have accepted it, so nothing will change.
Yeah maybe but then ber needs to understand on every random day they buying puts they trying to time to collapse of the current world order and USG. Which by extension includes the highly intertwined European economies. So just a casual bet that the collapse of the era of western hegemony is here.
People so mad. Like the observation is so simple, every single downturn, stress, crunch has been bailed out. Like people need to pick up a history book to see how market crashes have executed. It's the basis of why fundamentals value. Because it keeps asset prices tied to realistic cash and cash flows so when the bill comes due it can be paid. All market crashes are liquidity crashes when market rapidly try to extract real cash from book values. Now USG and Fed just provides the liquidity backstop. How the fuck is it mechanically even supposed to happen?
Not over any meaningful time to matter. SPY in 2008 low 85.49, DJIA 6,547. Every single dip since has been meet by stimulus and the printer, all liquidity crunches back stopped by USG. Literally happened again in 2020s with the bank crisis and they just went yah dont trip dog we will buy our own bonds back.
Ber so angry about fundamentals. Yeah absolute trash. But counter point, since 2008 USG and Fed have made it clear they will burn this country and all you poors to the ground before they allow assets to devalue. Repeatedly. So consider that when you bet against the market. You are betting the people who control the money supply and data metrics will wake up one day and go ahh fuck it, let's lose billions of dollars so the findamentals make sense ago. No they need to be forced, against their will. Usually this happened in liquidity crunches, but now they print it. They printed half the money supply and the american public went wahh that's mean and did nothing. You think they afraid of repercussions for doing it again? Ber actually disabled creature
If we're being real, they've had free reign for quite a while and the USG approves of almost everything they're doing.
I agree the hubris from USG was and is, incredible. Ostrich, head, sand.
I am not so sure, speed is a big thing for these chips to run these advanced models. I am not saying it’s not possible. Just that balance of probabilities suggest it’s ramping pressure on NVDA and USG for negotiations. Something about Sun Tzu and ‘Art of War’
I’ve been riding 1mo calls on these short pullbacks riding 12ema … has been working great for 20-50% gains. Shorting would be tricky to time as this is very much an uptrend sector and should be for a while with USG regulatory easements. Best of luck in your trading 🤞
"The USG has expressed an expectation that they will receive 15% of H20 sales revenue, but to this date have not published any legislation to codify this expectation" Basically, mafia style protection racket behaviour.
Intel basically handed the USG a 10% discount on the shares or $1B in extra equity while also diluting their shareholders 10%. Will INTC now receive unlimited protectionism?
Who are they selling to? Are they going to sell their network directly to consumers? Because then Verizon/Comcast/ATT puts are a good bet. Or are they selling to those to improve existing networks. I think ASTS is overhyped. They also don't have the USG contracts that Redwire, RKLB, and Intuitive and others have received.
The leverage ratio of private debt is determined in practice by the govt-set reserve requirements for banks. So the broad money supply is a function of the high-powered money supply. And isn't it funny how any time a government creates more money (to monetarily finance its expenditures) than it can realistically repay from tax revenue, the value of the currency unit falls? Certainly, revaluing its gold wouldn't change the amount of money the USG could *actually* safely issue without causing inflation. But it might enable it to claim to believe it could, which is what regulates the amount of deficit spending. As long as the govt hasn't been forced to admit it's insolvent, there's always room for a little more pork, a little more entitlements for politically-favoured groups, a little more corruption.
The US doesn’t determine how much it can issue based on the assets. Most of US monetary supply is not created or issued by the USG at all, but rather the private financial sector through loans, debt, etc.
What part of the USG labeling Intel “too important to fail” don’t you guys understand?
Well wouldn’t it be disingenuous to call it a dilution if that’s the case? My reasoning being that if a shareholder held 5% of the shares, he would still hold 5% after the USG takes their 10%.
5.7B$ of this 8.9B$ was already granted under the chip act. The USG is one of us.
Yeah I think Tesla owes the USG some equity
Trump wants to piss on everything Biden did, it's really that simple. USG just took the money that was already allocated for Intel from CHIPs act and bought an equity stake. Why? Because it allows them to take credit for the money Biden got through congress. It's not about making sense, it's about dick measuring. Trump doesn't care about the optics of nationalizing industry, he'll plant a victory flag with a tweet and FOX will call him a patriot and champion of American owned businesses. His base has never understood what socialism actually means anyway.
Yep. USG, Donny and friends got their positions sorted so it’s time to fly.
Does the USG even have a mechanism for receiving 10 billion in stock for free? Lmao
Near or below $20 it’s solid. I’d excercise these and buy leaps. Will take a bit longer to cook. While u believe the details of the USG involvement will be nothing of news we don’t know. I expect more equity stakes AND partnerships (ie, Apple, Nvidia and even OpenAI) that will send this flying. So have to have some action if you can afford to lose it in a weekly IMO
Why is it bullish that the USG is *taking* a stake (not buying a stake) in nana
I agree with OPEN. To this has the smell of MMs repeatedly raking retail over the coals with each pump and dump. INTC I'm in heavily. USG investment essentally sets a floor for this stock, your only risk is opportunity cost.
Just reading between the lines and have zero idea on when, how. But believe this is the setup. 10bill dilution for USG is not just it. Seems like Taco wants to pump the stock the next couple weeks and I expect some White House event. To fall in line by end of next week per Trumps timelines. Dude doesn’t know how to keep things on the DL.
Idk, USG taking a stake and providing unfair advantages paired with large scale investments from SoftBank and I’m sure others in the coming weeks seems like the first legitimate catalyst they’ve had in ages.