More pointless homophobic attacks.
Guys... I'm no expert. But I've tried Monster energy drinks.
That'll turn ya into a demon.
Women: "I bet they are thinking about other women. 😥"
Men:
It's been 8 years, and this is still the funniest video on the internet. 😂
"SHE CAME DOWN IN A BUBBLE, DOUG!" and "AM I WRRRRONNNG?" are two of the most quoted lines between me and my older kids. The head bob with the hair movement at "THE WICKED WITCH OF THE EAST, BRO!" will never, ever not be hilarious.
And it's one of the best quick examples of the nature of male friendship to boot.
Alex Mahnk retweeted
🚨UPDATE: WALT SPEAKS: The now Viral Red Barron employee just released a statement thanking everyone who has shown him support.
GoFundMe is about to break $500K
The internet came together and turned an act of cruelty into an incredible act of kindness.
This is what America is all about.
Keep showing support: gofund.me/5696ef2ea
So, the problem once again is this:
MBA group-think.
Rather than having someone run Intel who actually knew what they are doing, they had two CEOs along the way who had been infected by smoothbrain MBA nonsense that resulted on short term shareholder dividends but damned the company longterm.
I'm dumping the majority of my Intel shares. This was genuinely one of the saddest earnings calls.
I had SO much hope for this company. I genuinely believed Intel was finally turning things around under Lip-Bu Tan and to be fair, they've made some real progress. But after listening to the entire earnings call, I honestly think Intel messed up BAD. And what makes this even more frustrating is that Intel has one of the biggest opportunities in the semiconductor industry sitting right in front of it, yet it cannot fully take advantage of it.
First, the guidance was absolutely terrible. Intel reported $16.5 billion in Q3 revenue and adjusted EPS of $0.52, which were actually pretty solid results. But then management guided for just $15 billion to $16 billion in Q4 revenue, compared to Wall Street's expectations of around $17.1 billion. They also expect adjusted EPS to fall to $0.25, compared to expectations of roughly $0.43. Even worse, gross margins are expected to fall from 44.1% to just 38% in a single quarter. That's a massive decline, especially for a company that's supposed to be improving its profitability.
But the biggest problem is what management said about 2027. Intel's PC business is getting destroyed by the ongoing memory shortage. Companies like Samsung, SK Hynix, and Micron are benefiting from enormous AI demand, but that same demand is making memory more expensive and harder to find for traditional computers.
And when memory becomes more expensive, the entire computer becomes more expensive. That means fewer people and businesses are willing to upgrade their PCs, which directly hurts Intel. Management now expects the overall PC market to shrink by around 12% in 2026 and another 10% in 2027. Intel also expects its own client revenue to fall more than 20% in Q4 alone. What really caught my attention was when management basically admitted that they don't expect the memory situation to improve in 2027. So this isn't just a temporary problem that disappears next quarter. It could continue hurting Intel for another year or longer.
Now, here's what frustrates me the MOST. Intel's data center business is absolutely booming, but they cannot manufacture enough chips to meet demand. Data Center and AI revenue grew nearly 80% year over year to $7.3 billion. Management expects industry server CPU shipments to grow more than 30% in both 2026 and 2027, and Lip-Bu Tan even believes the server CPU market could grow from around $40 billion today to more than $200 billion over the next five years because of AI agents. That's an unbelievable opportunity. But Intel is dealing with manufacturing capacity limitations, production bottlenecks, and shortages of the materials needed to package its chips. In other words, customers WANT to buy more Intel server CPUs, but Intel cannot produce enough of them.
And management made it pretty clear that these supply problems will continue into the first half of 2027, with meaningful improvements not expected until the second half. This is what bothers me more than anything. We're experiencing one of the strongest periods of CPU demand in years, and Intel is leaving billions of dollars in potential sales on the table while competitors fight for market share. Then there's the tragic accident at Intel's factory in Israel, which forced production to shut down for approximately two weeks. Management expects this to reduce Q4 revenue by around $300 million, with a similar impact potentially extending into Q1. It also accounts for about two percentage points of the expected Q4 gross margin decline. Obviously, this was an unfortunate situation, but it creates even more problems for a company that was already struggling to produce enough chips.
And don't even get me started on the foundry business. This was supposed to be one of the biggest reasons to invest in Intel. The idea was that Intel could become a serious competitor to TSMC by manufacturing chips for other companies. And yes, Intel is making progress. Its 18A manufacturing process is improving, production costs are coming down, and management sounds more confident about 14A but here's the reality. Intel's foundry business still lost $1.9 BILLION in Q3. External foundry revenue was only $411 million, and part of that came from a one time customer program. Management keeps talking about potential customers, improving yields, and future opportunities. But where are the major external customer commitments that will actually make this business profitable? I'm not saying they won't come. I'm saying investors have already been waiting years for this turnaround, and we're still talking about what MIGHT happen in 2027 and 2028.
And then came another comment that really disappointed me. Intel doesn't expect to generate positive free cash flow in 2027. The company already expects to spend around $20 billion on capital expenditures in 2026, and management said spending will increase significantly next year. So we're looking at another year of massive investments, continued foundry losses, a declining PC market, and potentially negative free cash flow. And remember, Intel raised $23 billion by issuing additional shares in August, meaning existing shareholders also have to deal with dilution. At some point, investors need to ask when all this spending is actually going to translate into sustainable profits.
Now, I want to be fair because there ARE positives here. Intel's server CPU demand is incredibly strong. Its manufacturing technology is improving. Granite Rapids is becoming more profitable, its custom silicon business is growing rapidly, and its upcoming products like Diamond Rapids and Nova Lake could help it regain market share. I also think the long term opportunity in AI infrastructure, advanced packaging, and foundry services is enormous. But here's the issue. Almost every major positive Intel talks about is something that could happen in the FUTURE. More manufacturing capacity in the second half of 2027. Potential foundry customers. A stronger product roadmap. Better profitability. Eventually positive free cash flow.
Meanwhile, all the problems are happening RIGHT NOW. The PC business is declining right now. Manufacturing constraints are hurting sales right now. Foundry is losing billions right now. And margins are expected to fall significantly next quarter. The worst part is that Intel doesn't even have a demand problem in its server business. It has an execution problem. And that's arguably even more frustrating because the opportunity is already there.
I understand that rebuilding a company like Intel takes years, and I still respect what Lip-Bu Tan is trying to accomplish. But after the massive rally in this stock, investors were expecting Intel to finally start delivering meaningful results, not another year of excuses and promises. I was willing to be patient with Intel because I believed the turnaround was gaining momentum. But this earnings call genuinely changed my perspective.
I'm not selling because I suddenly believe Intel is a terrible company or that its technology has no future. I'm selling because I no longer think the risk and reward are nearly as attractive as they were before. I'm dumping the majority of my position, but I'll likely keep a smaller stake because I still believe there's long-term potential here. I really wanted Intel to succeed. I still do. But wanting a company to succeed and believing its stock is a good investment at the current valuation are two completely different things.
And after listening to management today, I just cannot justify maintaining the same level of exposure. Intel had the opportunity to prove that its turnaround was finally working. Instead, management gave investors even more reasons to question it. This was genuinely disappointing.
This guy blocked me in my first exchange with him a few months ago so I don't think he has very thick skin, especially for a lawyer.
He makes such a strong claim here. And yet...
1. He says, "I'm an attorney. I've studied all the legal cases of Joseph Smith. He was never found guilty of any crimes in a court of law. Allow me to repeat that: he was NEVER found guilty of any crime in any court of law."
2. Then, he says, "He did admit to punching an annoying and corrupt tax agent. He paid a fine."
Was Joseph Smith convicted of that crime? According to the Joseph Smith papers, we don't know. It says: "From Clayton’s account of the event it is unclear whether Whitney actually held a trial, as was required by state law, or simply assessed a fine against JS."
so it's possible he was convicted. And it's possible he just had to pay a fine.
What actually happened? basically Joseph Smith was supposed to pay some taxes. But then Nauvoo annexed the property that was being taxed. The Tax Man came to collect. then scribe Clayton claimed that JS was “so enraged” that he left his carriage to follow Bagby, who in turn picked up a stone to throw at JS. However, before Bagby could throw the stone, JS grabbed him by the throat and “struck him two or three times.”
It's worth noting that Joseph Smith was famous for not paying his bills. he ran up debts everywhere and never really paid for anything if he could help it.
if this attorney is technically right about Jesus Smith never being convicted, does that mean he's innocent?
I'll ask another question in response: the men who killed Joseph Smith in the jail were never convicted. Were they also innocent?
josephsmithpapers.org/paper-…
This man has 4 kids. And works a labor job to support them. I bet he pays his taxes. His kids will, too.
We need to do more to incentivize having children, especially for working middle class people. Economic factors are one of the biggest drivers.
Alex Mahnk retweeted
Never, ever let them tell you it can't be done.
Palmer Luckey says analysts claiming it's too expensive to manufacture in the US are lying to protect megacorps
"I think I have a more realistic view than almost anybody. One of the problems with all these analysts that are telling you that it's going to cost $37,000 to build an American iPhone or $100,000 to buy an American computer."
"They're trying to prop up a status quo that the megacorporations want to keep going. They want to outsource everything. They want to hire cheaper non-American labor."
"They are willing to say and do anything to convince you that it can't be fixed, that it can't come back, that America is this helpless, neutered, post-relevant empire, and it is just not the case."
"How do I know that? Because I have to make stuff in America every day because I work in the defense industry. The stuff that Anduril makes every day is not actually that different from a computer. My drones are basically computers. They have memory, a GPU, a CPU, sensors, batteries, a rugged integration."
"The only difference between an Anduril attack drone and a laptop is a keyboard and a screen. That is not that hard to figure out, especially for a guy like me who started Oculus and comes from the consumer electronics space."
"We're not going to let people lie about what America can and can't do anymore. We're just going to do it."
Christian fans of Tyler Perry:
Just FYI, he's gay. I think a lot of people probably know this already, but he certainly has a demographic of Christian fans from the Madea days who don't know.
That is what it is.
The more disturbing part is all of the allegations of hush money to young men. he is also alleged to be paying for young men in a variety of ways. he's a billionaire and money is nothing to him.
The behavior is alleged to be coercive and abusive.
He's also alleged to be funding all of the legal and living expenses for Jussie Smollett. Their connection is more than friendship. In a way this is kind of symbolic about how he operates. Give them money, expect more in return.
This is not true. Bundy was not executed on the same day that Dahmer was baptized.
Bundy was executed on January 24, 1989.
Jeffrey Dahmer was baptized more than five years later, on May 10, 1994.
There was a partial solar eclipse on the day Dahmer was baptized, but nothing the day Bundy died.
PS: If you've never read Dahmer's father's book it is an interesting read.
What a clown take.
🚨 IMPORTANT VIDEO TO WATCH 🚨
Christianity is the biggest psyop that's ever been inflicted upon the White European Race. This religion was nothing more than a foreign spiritual weapon that came from the middle east to Europe that's been used to bring down the Roman Empire and enslave the minds of White Europeans, which has now been fused into European culture like a parasite for the last 2,000 years.
Credit: Broken Ruune
This whole incident is wild. More evidence of the cultural rot in academia.
🤯🤯🤯🤯🤯🤯
“I can’t wait to wake up tomorrow and feel like I’ve been gang-raped!”
MeToo hoaxer Kristin Knouse is confronted with her own crude texts to David Sabatini. She withheld these texts initially until the defamation lawsuit against her exposed them. (Follow me for more exclusives from this case.)
The mind boggles at how any of this is possible.
Truly evil and sad.
A Latter-day Saint missionary who tearfully admitted to sexually assaulting a teenage girl because he felt 'miserable and sad' after splitting from his now-wife has been spared from serving any time behind bars trib.al/fHdFY8N 🔗
