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
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
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
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
