Notes From All Over -- Afternoon Edition -- November 8, 2021

ISO NE: anyone following this knows how bad this is --- considering time of day, time of year -- I don't think I need to comment on it. The graphics are pretty self-explanatory. Link here.

Apple, Inc: from a post earlier this morning --

-- holy mackerel, again, AMD is trading at an all-time high, up 11%. In fact, up almost 12%; up almost $16; trading at $152. AAPL is trading slightly lower today. I don't think folks realize that AAPL is now a chip company. We'll talk about that later. 

That was posted earlier this morning. Now, we're getting the back story. Meta (FB) has signed a huge deal with AMD, and that's causing AMD to surge.  Right now AMD has leveled off, having gained 11.11% for today.

If all goes as planned, AMD will close on its deal to acquire XLNX by the end of the year. XLNX is up over 5% today, up $10 / share, and trading over $208. 

Break, break.

Years and years ago, Apple, Inc., was a hardware / software company. Then somewhere along the line it morphed into a fashion company but shortly after that morphed into a mobile entertainment company. Now, it's a semiconductor company. See this post. Lots of hyperbole, of course, but some might get the point. 

In 2020, one can argue Apple lapped the other semiconductor companies, and in 2021 put another couple of laps between themselves and whomever is in second place.