5 Things to Know in Investing This Week – The Warsh Fed Issue
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Intel, Semiconductors, and OpenAI – What if I’m Wrong?
I started buying Intel in the mid-$30s in November. I bought more in the $40s and the $50s over the next few months. I sold a little bit in the $60s, a little more in the mid-$80s, and last week, I sold more in the mid-$120s (just under $127). The reason for the sales is … Read more
1Q Results
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CPI Update
I’m currently on a train which is why today’s CPI report is late. I also think the previous 9-10 page commentary was helpful when I started writing it every month, but is no longer serving us well. The CPI report does matter, but it’s not driving markets like it did in ’22, ’23, and ’24. … Read more
Portfolio Update
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5 Things to Know in Investing This Week – The Spirit Management Killed Spirit Airlines Issue
Spirit Airlines filed for Chapter 7 leading X to try to assign political blame. Elizabeth Warren was wrong to brag about blocking the Jet Blue deal and crowing that it was a win for the Biden Administration, but was there something else going on as well? We provide a completely different view free from partisan … Read more
WSJ Confirming Apple as an Intel Customer
The WSJ is reporting that Intel and Apple have reached an agreement for Apple to use Intel’s Foundry business for chip making. It’s not clear yet which chips Intel will make for which Apple products. Earlier this week, Bloomberg reported talks between the sides, something that had been a rumored open secret for months. The … Read more
Portfolio Update
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Apple Evaluating Intel
This morning, Bloomberg reported that Apple is evaluating Intel (and Samsung) to potentially produce core processors for its devices. I’ve been hearing specific rumors about Apple’s interest in Intel Foundry since last October. The stated reason is the obvious one: Apple (and pretty much everyone in the space) wants a second source of supply besides … Read more
Intel ($INTC) – Important Update
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