Updates
February 24, 2023: Biden's $50-billion semiconductor plan.
The centerpiece of the plans, which Commerce Secretary Gina Raimondo laid out during a speech, is the creation of at least two semiconductor manufacturing and research hubs in the U.S. These sites—she hopes—will create new U.S. manufacturing and research capabilities and supply chains that will generate momentum for the sector even after the government money runs out.
February 23, 2023: it's a stock picker's market --
February 23, 2023: for the life of me, I do not understand
why Warren Buffett would sell his TSM and buy PARA. Obviously he sees something the rest of us don't. By the way, looking at WBD today was not a good look for PARA. As Charlie Munger would say, "no matter how good a company PARA is, it's in a rotten sector." PARA has two things going for it: a) a 4% dividend; and, b) a takeover target.
February 23, 2023: here's the story that a reader was referencing. Link here.
February 23, 2023: a reader tells that Bloomberg has a story about TSM looking to build a new facility in Japan. I'll look for that story later. But this is simply amazing:
Original Post
Let this sink in for a minute.
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And Then My Second Favorite Company
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