5 Things to Know in Investing This Week – The AP1000 Issue
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5 Things to Know in Investing This Week – The Return on Growing Cap-X Issue
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5 Things to Know in Investing This Week – The Semiconductor’s Muse Issue
I arrived in Montevideo, Uruguay a week ago. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to … Read more
5 Things to Know in Investing This Week – The Strong Nvidia – Weak OpenAI Issue
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5 Things to Know in Investing This Week – The US Yentervention Issue
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5 Things to Know in Investing This Week – The It Doesn’t Matter What Warsh Said Issue
I’m still in Antigua, Guatemala where the weather is beautiful and I was woken up at 1am by the second earthquake in two weeks here. If one of you has upset a volcano, please apologize. The Federal Reserve kept the fed funds rate unchanged. Many expressed concern regarding the three dissenters who wanted a 25bp … Read more
DeepSeek Founder Says the Quiet Part Out Loud
This week, The Epoch Times reported that DeepSeek paused a fundraising round due to comments made by its Founder, Liang Wenfeng, at a conference. These comments focused on the superiority of “noncompliant cards” and DeepSeek’s ability to obtain them. While Nvidia wasn’t named, it’s clear he was commenting on his ability to access Nvidia GPUs … Read more
5 Things to Know in Investing This Week – The It’s All About Semiconductors Issue
Intel crushes estimates and raises guidance. Results in the 18A plant are ahead of expectations. They increase the cap-x budget to meet profitable demand. Yet the stock fall. We explain. In recent weeks, we’ve taken on the issue of personal ownership of purchased goods. President Trump is addressing the right to repair issue in favor … Read more
5 Things to Know in Investing This Week – The Dovish CPI Issue
Quick announcement: I’m off and working from new locations for another year. I’ll be in Antigua, Guatemala for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to … Read more
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
