Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
LA, NYC, back on a plane
Joined November 2011
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Stacy Rasgon retweeted
Only one chance in this lifetime…
Like watching sunset at the beach from the most foreign seat in the cosmos, I couldn’t resist a cell phone video of Earthset. You can hear the shutter on the Nikon as @Astro_Christina is hammering away on 3-shot brackets and capturing those exceptional Earthset photos through the 400mm lens. @AstroVicGlover was in window 3 watching with @Astro_Jeremy next to him.
I could barely see the Moon through the docking hatch window but the iPhone was the perfect size to catch the view…this is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye. Enjoy.
Stacy Rasgon retweeted
Artemis II crew is thousands of miles away from Earth
And they’re asking ground crew for help because they have two versions of Microsoft Outlook open and neither is working
This scene is now canon 😭
Stacy Rasgon retweeted
Ok, it’s time to take it up a notch...
Presenting
Semiconductor CEOs as their own companies’ chips - A Thread
Stacy Rasgon retweeted
Here’s a new addition to my “joys of retail abuse” thread that someone just sent me:
“I don’t like Rasgon, he is evil and anti-American”
Stacy Rasgon retweeted
In other words I bet we wind up doing just as many earnings, we just won’t know when we will be doing them.
Stacy Rasgon retweeted
Actually the very first stock I ever upgraded post-launch was Texas Instruments at the end of 2009 on the “baseband doesn’t matter” thesis when they were exiting their wireless biz.
The SOX was like 300. God that was a long time ago…
Stacy Rasgon retweeted
The children yearn to be working in fabs
Taiwan high school science exhibition this year are discussing about 1.5nm Gate All Around transistor structure optimization
The kids are unbelievably cracked – at Haarlemmermeer, Nederland
Stacy Rasgon retweeted
That makes sense. If you’re the CEO of the alphabet you should make sure to include all 26 letters
Stacy Rasgon retweeted
Not that crispy. And little or no seasoning that I could taste, it was just fried white meat chicken, kind of bland?
Fries were a little soggy.
Sauce seems to basically be thousand island without the relish and with added salt. Kids didn’t care for it.
It wasn’t disgusting or anything like that, but it wasn’t memorable. I think the frozen chicken strips we get from Trader Joe’s are better.
@raisingcanes
Stacy Rasgon retweeted
Jokes on y'all, you each owe me a $150 million ASML EUV tool
