5 Things to Know in Investing This Week – The Warsh is Trapped Issue
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$NVDA
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 $127). The reason for the sales is … Read more
Portfolio Update
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Intel ($INTC) – Important Update
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5 Things to Know in Investing This Week – The Strait Goes Viral Issue
After a year-long travel adventure, I’ve returned from Tokyo to New York. I expect to be in the NYC/CT area for the next month or so. I intend to re-rent out my house and then depart for another year of living and working in different countries. This life suits me. I’ll publish an update at … Read more
Intel ($INTC) 1Q ’26 Results
Intel $INTC announced 1Q earnings that were far above expectations. The stock is up 22% in aftermarket trading as I write this. Revenue and EPS crushed expectations. Guidance was also above analyst estimates. On the conference call, there was positive discussion regarding yields improving faster than expected in the 18A plant, a key part … Read more
I Think the WSJ Gets it Wrong on Intel
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Intel – Nearly a Double – News on the Tape
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5 Things to Know in Investing This Week – The Datacenter Energy Issue
IBM pays $11B for Confluent and brings its real-time data streaming in-house. They’re aiming to integrate the AI cloud ecosystem across devices. Nvidia thinks it has a way to turn AI datacenters from something that stresses the grid to something that stabilizes it. This is the solution we’ve seen from many Bitcoin miners. Let’s hope … Read more
5 Things to Know in Investing This Week – The Many Ayatollahs Issue
The US and Israel are knocking out Ayatollahs as fast as Iran can appoint them. Did they kill the entire 88-member council that appoints the next one? We don’t know which explains why DKI didn’t make changes to the portfolio this week despite high market volatility. Our long-term thesis explaining why we own Bitcoin, gold, … Read more
