Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 154.52

-3.0%

Nov 7 9:30 AM EST

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To: #Breeze who wrote (25962)	9/18/2025 11:06:52 PM
From: Kirk ©	of 26440

It sure reminds me of Shark Tank but with a $100B company selling pieces rather than companies worth around $1M. Same deal, you need to give up a good chunk to get capital to expand and not die. Yahoo! has Intel worth $143B at $30.57 where a month ago it was worth $99.6B at $22.76. That assumes the dilution is properly accounted for. As a shareholder, I'm happy with the dilution when my stake has nearly doubled from what it bought us. This is a huge win for Trump, the US taxpayers and anyone who wants to work in the US. I heard "Jensen" went to the UK with Trump to meet with King Charles so now they have more to offer than getting on the years long waiting list for oversold H100s...

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