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$INTC 2Q15 Q&A: Regarding mobile, INTC has said it would get $800MM of costs out; it was right on target, taking about a third of it out of the system. It was back-end loaded as SoFIA G, non-LTE products ramped. Feels INTC has good detailed plan to go and continue. In SoFIA LTE, going to spend money to try and pull the product back in.
$CVX posts first profit in a year. Right time to get some shares? My question is, will it sustain this turnaround?
Jeff Bezos, my inspiration next to Steve Jobs is going to review the Everything Store $AMZN's financial results today after hours. As an investor/user, I like Amazon Prime and it's success over several parts of the world. What's your take on Amazon?
Of all the Wall St firms out there, Goldman Sachs $GS is the most revered for the way they're run - hiring the best, highly competitive, a closely-knit peer group and making tons of profits for the shareholders. An interesting interview of its CEO Llyod Blankfein by Carlyle groups chief David Rubenstein
Great results from $TSLA, however the question remains if Tesla can continue to scale up to produce the cars in the quantity it promises. Model 3 numbers need to be in multiples of what they are producing right now. Wish them the best, will keep an eye as I am still not convinced that they can scale easily.