I Don’t Believe Anthropic or OpenAI
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$TSM
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 Everyone is Buying Something Issue
The Fed completed its first Warsh-led meeting and promptly spooked the market with a hawkish dot plot. I think that doesn’t matter as inflation is being driven by Congress. Warsh is declining to provide guidance which I view as a positive. All the chatter wasn’t getting us better results and the Fed tends to be … 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
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 – Nearly a Double – News on the Tape
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Portfolio Update
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5 Things to Know in Investing This Week – The No One Can Do What They Say Issue
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
Intel 4Q ’25 Earnings Release
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5 Things to Know in Investing This Week – The Made in the USA Issue
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
