Daily General Discussion and Advice Thread - December 29, 2021 Investing |
- Daily General Discussion and Advice Thread - December 29, 2021
- Just a general gripe about the UI/UX of the way stocks are reported on most platforms...
- Thoughts on giving advice to my father?
- Strong demand for memory chips in 2022 and the power of NETLIST INC $NLST patents
- If you do a Backdoor Roth IRA for 10 years, do you make a new account every year, and have 10 Backdoor Roth IRA accounts?
- What stocks stayed steady or even rose during the omicron downturn?
| Daily General Discussion and Advice Thread - December 29, 2021 Posted: 29 Dec 2021 02:01 AM PST Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following:
Please consider consulting our FAQ first - https://www.reddit.com/r/investing/wiki/faq And our side bar also has useful resources. Be aware that these answers are just opinions of Redditors and should be used as a starting point for your research. You should strongly consider seeing a registered financial rep before making any financial decisions! [link] [comments] |
| Just a general gripe about the UI/UX of the way stocks are reported on most platforms... Posted: 29 Dec 2021 03:30 AM PST When I log into my portfolio, etrade (and other platforms) prominently show "today's gain" and "today's change." Know what I want to see? " Week change" or "Month gain" or "YTD change." I know if I got into the "account performance" tab, I can find some basic stats about yearly or monthly performance, but it's not as clearly/prominently recorded. Know what I almost never care about? "Day's gain" Why win't they let my switch\toggle this to a longer tine frame? I've been investing for 20 years and this has always bugged me. Just my 2 cents. [link] [comments] |
| Thoughts on giving advice to my father? Posted: 29 Dec 2021 07:25 AM PST Hey all, my 80 year old dad is asking me what to do with his nest egg and I'd like thoughts from you. He's got about $200k, with about 25% in an S&P fund and the rest in cash. He doesn't touch it, he lives off social security exclusively, so he's willing to take on some risk. I'm not sure what to tell him - REITs like $O or $WPC? Obviously there's risk in putting money in the market, but what other alternatives are there besides sitting on cash and watching inflation reduce its value? [link] [comments] |
| Strong demand for memory chips in 2022 and the power of NETLIST INC $NLST patents Posted: 29 Dec 2021 07:10 AM PST What Does Memory Chip Mean? A memory chip is an integrated circuit made out of millions of capacitors and transistors that can store data or can be used to process code. Memory chips can hold memory either temporarily through random access memory (RAM), or permanently through read only memory (ROM). Read only memory contains permanently stored data that a processor can read but cannot modify. Memory chips comes in different sizes and shapes. Some can be connected directly while some need special drives. Memory chips are essential components in computer and electronic devices in which memory storage plays a key role. About dram: Dynamic random access memory (DRAM) chips: Also known as volatile memory chips because they lose memory once the power supply is removed. DRAM can only transmit a single line of memory and needs to be constantly refreshed to prevent the loss of memory bits. About NETLIST INC ($NLST) Founded in 2000 and headquartered in Irvine, California, Netlist is a leading provider of high-performance modular memory subsystems to the world's premier OEMs. Netlist specializes in hybrid memory – the merging of DRAM and NAND flash raw materials to create memory solutions. The Company's patented memory technologies provide superior performance, and high density in a cost efficient solution. From database to enterprise applications, Netlist serves diverse industries that require superior memory performance to empower critical business decisions in today's data-driven environment. Netlist has a long history of being the first to market with disruptive new products such as the first load-reduced DIMM, HyperCloud®, based on Netlist's distributed buffer architecture later adopted by the industry for DDR4 LRDIMM. Netlist was also the first to bring NAND flash to the memory channel with its NVvault® NVDIMM. These innovative products built on Netlist's early pioneering work in areas such as embedding passives into printed circuit boards to free up board real estate, doubling densities via quad-rank double data rate (DDR) technology, and other off-chip technology advances that result in improved performance and lower costs compared to conventional memory. Netlist continues this tradition with the introduction of HybriDIMM, the industry's first Storage Class Memory product built on commodity DRAM and flash. HybriDIMM is the first SCM product to operate in current Intel® x86 servers without BIOS and hardware changes, and the first unified DRAM-NAND solution that scales memory to terabyte storage capacities and accelerates storage to nanosecond memory speeds. Netlist holds a portfolio of patents, many seminal, in the areas of hybrid memory, storage class memory, rank multiplication and load reduction, among others. The strength of Netlist's patent portfolio reflects its many years of research and development and track record of bringing disruptive new products to market. With state-of-the-art, wholly owned, ISO- and OSHAS-certified manufacturing and testing facilities in Suzhou, China, Netlist's strategy is to marry its unique board-level intellectual property with a thorough understanding of semiconductor building blocks and system-level applications to deliver performance, cost, and time-to-market advantages to OEMs.
About the high demand of memory chips: In an interview with Barron's, Micron chief business officer Sumit Sadana said that the company has "never been better positioned competitively" in both DRAM and NAND memory chips. Micron's parts are a play on every major secular growth trend in technology: artificial intelligence, machine learning, cloud computing, 5G wireless, electric and automated vehicles, the industrial internet of things, and eventually the metaverse. Sadana said Micron has seen some impact on its business from supply-chain issues. Some customers have slowed memory purchases at the margin while suffering from shortages of other components, while Micron itself has had some issues with supply of non-memory components like power management chips. The company is working through the issues, and expects the supply constraints to ease through the course of fiscal 2022. "Those bottlenecks will improve," he said. "We are already starting to see improvements take shape." Why do I think netlist can increase its value with this news? Well, before I say it read this news of the agreement between netlist and sk hynix. South Korean memory giant SK hynix Inc. has reached a royalty settlement with U.S.-based Netlist Inc. for a patent cross license, putting an end to years-long memory patent disputes. They will end all pending matters in the U.S. District Court for the Western District of Texas and the Paten Trial and Appeals Board of the U.S. Patent of Trademark Office, according to Netlist on Monday (local time). SK hynix under the agreement can access Netlist's patent portfolio. The U.S. chipmaker will receive an estimated $40 million in royalties, according to sources. Netlist will receive $600 million in 5 years of Sk hynix products Nasdaq-listed Netlist was founded by C.K. Hong, who worked 15 years at LG Electronics and LG Semicon, in 2000. It filed a lawsuit with the U.S. International Trade Commission (ITC) against SK hynix over alleged patent infringements in 2016 and 2017, claiming that SK hynix makes unfair profits by infringing on its U.S. patents for memory technologies. This win for netlist is worth a lot because 1 for the first time in years a big company values the patents of this company and above all because netlist has 3 active cases of patent litigation against micron, samsung and google. The patents involved are the same as in the sk hynix case ($ 640 million) but what really matters is the size of the companies because the value of these patents also depends on how much business your technology moves. Micron is as big as sk hynix, samsung is double the size of sk hynix and google case lasts from 2009 (large case). About the Samsung case "McKool Smith and Irell & Manella sued Samsung Electronics and Samsung Semiconductor Inc. for patent infringement Monday in Texas Eastern District Court. The court action pursues claims on behalf of Netlist Inc. for alleged infringement of three patents related to semiconductor memory products. Counsel have not yet appeared for Samsung. The case is 2:21-cv-00463, Netlist, Inc. v. Samsung Electronics Co., Ltd. et al. logo McKool Smith 1 days ago" About the micron case: "Technology firm Netlist sued Micron Technology for patent infringement Wednesday in Texas Western District Court. The lawsuit, filed by Skiermont Derby and Kelly Hart & Hallman, contends that Micron has refused to negotiate a license to various standard-essential patents for computer memory systems. Counsel have not yet appeared for the defendants. The case is 6:21-cv-00431, Netlist Inc. v. Micron Technology Inc. et al. 8 months ago" https://insight.rpxcorp.com/litigation_documents/14221247 About the google case Back in 2009, Netlist sued Google with the claim that Google was building servers with this technology. As Agni Research wrote, "The judge in the case ordered a random cross-section of servers to be examined which showed that Google indeed was using technology described in the 912 patent." Google was caught red-handed using the technology. Netlist, Inc. (OTCMKTS: NLST) is heating up and racing up the charts again since a brief dip to mid $0.50s range on Tuesday. The stock is quickly emerging as the darling of small caps, attracting legions of shareholders ever since the U.S. Court of Appeals for the Federal Circuit affirmed the U.S. Patent Trial and Appeal Board's decision upholding the validity of Netlist's U.S. 7,619,912 ('912) patent that applies to DDR server memory modules. The decision is final and binding on future cases and represents a resounding win for Netlist. The ('912) patent is a seminal patent; an invention so impactful that it creates or shifts the technology space. This ruling has much larger implications than just GOOG which will more than likely set the tone for other settlements long overdue here. Claim 16 The key court decision was about something called Claim 16. The biggest lawsuit Netlist is against Google over the infringement of their '912 patent. This patent has been fully vetted through all methods at the United States Patent and Trademark Office and the United States Court System. This means that a licensing deal or a lawsuit will happen about the use of this technology going forward by Google and many other players in the technology world about the technology. Now, we get to the importance of Claim 16. The use of this technology has been established for the future going forward. The reason I say going forward and keep emphasizing it is because Claim 16 is about the use of the technology going back before 2020. In essence, over the years throughout the multiple legal challenges of the '912 patent, Netlist changed some parts of the patent. Google claims that they are not liable for use of the technology from 2020 going back because the patent was changed. However, Netlist claims that they are still liable even if the patent has changed a little. Conclusion Netlist is in a great position still, between the new case that can be made against Samsung and in their ongoing lawsuit against Google. While the recent setback is very frustrating the core investment thesis of the company remains the same. People will have to be a little bit patient and wait for the court decision longer on Claim 16, but the promise of the decision remains the same. I am still very bullish, simply, my timeline has been pushed back Netlist has 3 pending cases against google, samsung and micron and it is very likely that within a few months (2023 in the worst case per micron) these cases will be closed in the best way for netlist. Netlist wants to monetize with its patents for past damages and future IP licenses / royalties. In these 3 cases we are talking about memory chips and how much netlist technology is inside the micron and samsung products and how much technology is behind the google datacenters that have allowed this company to have a monopoly as a search engine. I'm not telling you to buy netlist but to follow it because its potential is really huge and you will see it over time. This is not investment advice, I am just a financial technical analyst. I have to say this company is on the launch pad for space and not a Memestock. Here I add a very nice youtube video about the google case. [link] [comments] |
| Posted: 29 Dec 2021 01:22 AM PST Hello, I opened a backdoor Roth IRA account on October 2020, and I put $2,800 in it. Wealthfront and Betterment at the time offered to do the conversion, and I went with Wealthfront. I didn't want to put $6,000 in it, because I feared some tax mistake might be made. I already have a federal work TSP account, which is now about $200,000. This year I put in $15,010, so I figured with the $19,500 limit per year, I would put the rest into the Wealthfront Roth IRA. I put in $3,522 into the Wealthfront Roth IRA account I made in 2020, a few days ago, and now I think I made a mistake. I think I'm not allowed to add money to this Wealthfront Backdoor Roth IRA account, ever? I am supposed to make a new Backdoor Roth IRA account, every year? Does that mean, if I did a backdoor Roth IRA for 10 years, I have 10 different Backdoor Roth IRA accounts? Which means, I should have opened a IRA, converted it to Roth IRA, pay taxes, with a new account each year? Thank you for helping me think thru this. [link] [comments] |
| What stocks stayed steady or even rose during the omicron downturn? Posted: 29 Dec 2021 03:55 AM PST The stocks I noticed SCI AA MU ARCB all went up when the snp500 went down Would make for an interesting discussion because they may indicate particularly strong fundamentals which are not tied down by the overall market dyanmics. [link] [comments] |
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