$TSM

Apple Evaluating Intel

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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

5 Things to Know in Investing This Week – The No One Can Do What They Say Issue

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Quick announcement: I’ll be in Bangkok 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 reach out privately at IR@DeepKnowledgeInvesting.com.   President Trump upsets markets and … Read more

5 Things to Know in Investing This Week – The Made in the USA Issue

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Quick announcement: I’ll be in Bangkok 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 reach out privately at IR@DeepKnowledgeInvesting.com. The big news of the week … Read more

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