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Monday, July 8, 2024

GLW Is Glowing -- July 8, 2024

Locator: 48079INV.

Huge upgrades for NVDA and TSM (market cap may have briefly touched $1 trillion -- may exceed BRK-B market cap. Right now: TMS at $820 billion; BRK-B at $880 billion.

On huge day for chips, BRK-B continues to fall.

See disclaimers. This is not an investment site.

Big story today: GLW.

From May 31, 2024:


Today: Josh Hunt is exuberant!!

CNBC's "Half-Time Report."

Amazing.

Ticker:


One can't build data centers without copper and / or glass.

Personal investing:

  • long, long position in SCCO; by rule, I'm maxed out and can add no more to position
  • no position in Freeport, the darling of Wall Street

Ticker:




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