Morning Market -- April 8, 2024

Locator: 46950INV.

Cramer, a mixture of my comments, Cramer's comments, other -- this is my "personal take" -- may have nothing to do with reality; if any of this affects you, check other sources, do your own due diligence; I often get this stuff wrong; I'm the last person to whom you want to listen when talking investing.

• seems like a lot of talk / movement in tech all of a sudden
• first story and lengthy story: 2-nm chip; 
• US produces "zero" 2-nm chips
• AI runs on 2-nm chips 
• only one company now able to make 2-nm chips
• ready to scale
• TSM / Apple: partners
  
• TSM to get billions from CHIPS Act to build facility in Arizona
• reminder: Buffett dropped TSM like a hot potato last year after holding it for three months
• all tech companies up in pre-market except AMD; 
• QCOM, AVGO surprising strength
• S&P gainers: Micron at the top
  
• mentioned in passing by Sara Eisen in China: Micron 
• SecCommerce won't let Intel fail; incredible support for company in trouble
  
• folks need to pay attention to Jamie Dimon's comments today
  
• Sara Eisen in Beijing with Sec Yellen
• China could kill US auto industry -- self-driving EVs
• Chinese EV supply greatly exceeds demand; will dump; will sell at a loss to get market share
  

Buffett's favorite tech:

China's GDP, economy vs US:

Others:

NEOM, link here, previously posted:

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Most Treasured Award

Thirty years plus a day in the USAF, my most treasured award, the "Road Runner Award of Excellence," for my service while assigned to Incirlik AB, Turkey, back in the early 1990s. 

Southern Watch. Link here.

Some have la camiseta, tengo la taza: