In the technology space, the semiconductor chip will be the top story for 2022.
For investors, this is the biggest story of the past week:
If one is bullish on Apple / AAPL, the one best piece of news this past week -- the government jumping in to stop the buyout of ARM by Nvidia. I can't think of anything more bullish for Apple in this space than that news.
By the way, what does the Chinese dictator and the US government have in common: a fear that publicly traded companies are getting too big; that some entrepreneurs are getting too rich. Both China and Brandon are now doing the same thing: staking steps to keep companies from getting too big; keep entrepreneurs from getting too rich. It's an interesting observation. I've not seen others report on the comparison yet. But I digress. Back to chips.
Posted this past week re: chips --
- TSMC will roll out the 3-nm chip in a year or so;
- AAPL continues to distance itself from other semiconductor players
- Intel cozying up to TSMC; the story suggests Intel very concerned about being left behind;
- Brandon's DOJ will fight to stop Nvidia from buying ARM
- even so, NVDA "poppped" on December 2, 2021, according to The Motley Fool;
- Jim Cramer cashed in on some of his "chip" winners but did not take profits in NVDA, suggesting it could be a $10 trillion company some day; for perspective, MSFT and AAPL each have a market cap of $2.5 trillion or something like that; maybe just $2.1 trillion; I've lost the bubble;
- AMD and XLNX merger has not yet gone through; the spread widened as much as $60 while I was away
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.