Locator: 48761TSMC.
TSM:
- April 7, 2025: $146
- today: $244
- change: +67% in three months.
x: link here.
TSMC beats:
Tell me Gonzalo is wrong, link here:
App Economy, link here.
Link here.
Like Air India, the CEO switched the "fuel flow switches" to "OFF." The Air India pilot left all that fueld in the wings, none of it went to the engines; BRK has switched off cash to their engines of growth; all that cash in the bank. It's truly frustrating. It's going to take BRK a long time to recover.
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Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
