Intel Thesis

by dc_chilling17 I think Intel is a generational buying opportunity. Why? While most believe it to be a boomer stock with shit fundies, they are missing the bigger picture. 1) Process Nodes – Intel got fat and happy. They let …

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BEAR THESIS

via @OccupyWisdom : 1/ Excessive debt, particularly in corporates ~70% of GDP. Raising rates vs. earnings 2/ Global banking/financial houses signaling crisis/instability now – German banking index, Italian banks, US financials down 2x broader market – Banks/Financials leading down 3/ Divided domestic …

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