Sunday, February 16, 2025

Nissan -- Dire; Deportations -- Sunday, February 16, 2025

Locator: 48569NISSAN.

Legal Affairs

Keeping score
:
  • Bondi (DOJ): 1, with an assist from John Fetterman, Democrat senator from Pennsylvania
  • Sovereign District of New York (SDNY): 0
    • link: https://www.foxnews.com/opinion/trump-doj-brings-down-sovereign-district-new-york.
Dire
 
A most interesting story. I've been following this story for quite some time.
  • Nissan is close to bankruptcy --
  • as a last ditch, Nissan considered -- or Honda considered -- merging the two companies (Honda would acquire Nissan) -- anyway -- something to that effect --
  • Honda has ended that discussion
  • it's now being reported that Nissan may not be able to survive if tariffs on autos coming out of Mexico go into effect
  • Nissan's CEO Makota Uchida says the manufacturer may have to shift its production outside of Mexico (and into the US)
    • Nissan currently ships 320,000 autos annually from Mexico to the US
  • Trump would no doubt carve out an exemption for tariffs on Nissan if within three months, Nissan provides a "good-faith" plan to move such production; 
    • perhaps a production deal with Ford or GM in Detroit, or with one of the numbers auto manufacturers in southeast US
  • so, the big question: would US unions be happy with this development were it to come to pass? LOL -- this is a no-brainer.
    •  at some point, US union leaders are going to ask the Dems -- what have you ever done for us???

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Deportations

More

Tonight, February 16, 2025: truly amazing ...

Original Post

All week I've been reading in the legacy media that deportations are "way behind expectations."

Then we get this:

This past week was only Trump's third week and already folks were comparing his deportation stats, saying stats were not as good as Trump's team had predicted / hoped for.

That is just one data point -- number of deportations. 

Deportations are just one leg of the three-legged stool when dealing with the southern surge, human trafficking, and fentanyl. 

One year ago, Biden had no opposition with regard to his deportation plan -- mostly because he didn't have one. 

Trump's numbers are more than double Biden's per the headline -- Biden had four years to do something about this -- four years  to manage this. He had no opposition. He was THE MAN. Not only did he not do anything, but his "czar" never even visited the southern border -- maybe near the end, during the campaign she finally visited. Once.

And now this, the screenshot above. 

Better numbers than we were being told despite the fact that Trump's team is "fighting":

  • progressive judges;
  • sanctuary cities;
  • local law enforcement refusing to assist ICE; some actively resisting ICE;
  • activists actively advising criminals how to avoid ICE;
  • the same activists alerting criminals on when and where ICE is going to show up;
  • foreign governments not eager to help; some foreign governments actively resisting; and,
  • the list goes on and on.

One has to ask: why was deporting criminals who were illegally in the states not a priority for the Biden team?

When my kids / grandchildren have a question they can't answer, I tell them to a) google it; or, b) follow them money.

In this case, googling won't help. But following the money will tell you exactly what's going on.

Intel, Broadcom, TSM, Apple -- It's Getting Exciting -- Sixth Industrial Revolution -- February 16, 2025

Locator: 48568TECH.

Link here

Exclusive from The WSJ -- story broke last night. I was involved in other activities last night -- not interested in posting then. See screenshot below.

Tomorrow is a holiday. 

We'll see Tuesday what traders think of this. 

Current CEO of Intel has been shopping his company; had "long" been rumored this might happen -- Broadcom interest in Intel. At one time it was rumored that Broadcom was going to buy the whole company (Intel) but that didn't pan out -- that talk lasted about a week. 

From January 14, 2025:

  • Intel (INTC): will separate its "VC arm, INTEL Capital, as a separate entity with a new name; stand-alone operations to begin in 2H25.
  • Apple - TSMC: Apple is getting close to verifying the processors made at TSM's Arizona fab. Many said it couldn't be done this fast (or ever, in some cases). 

Many, many updates on the blog: search AVGO, INTC, Broadcom, NVDA, Apple, AAPL, Intel, ARM, OpenGPT. Search one word at a time or in combination.

It's impossible to keep up, but for the long-term investor, not particularly necessary to know all the minor details; keep eyes on Trump, tariffs, sixth industrial revolution (some mistakenly call it the fourth industrial revolution). Nvidia and Apple are in two different investing sectors -- those are probably the most important for long term investors to follow, although not necessarily to invest in. The "Mag 7" are still the ones to watch. See disclaimer.

Last night, link above.

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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.    
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Tech

As a reminder, I track tech here.

Updates

February 16, 2025: Intel, TSM, Broadcom, AVGO. Link here.

January 21, 2025: Project Stargate. A network of large data centers across the US to be HQ'd in Texas; SoftBank, Arm, Oracle looking at $500 billion investment. MSFT said to be part of the deal

January 5, 2025: Baltra, Broadcom, Apple, NPUs, AI hookup. Link here.

January 4, 2025: Intel (INTC) is doing worse than you think. Link here.

December 13, 2024: Morgan Stanley -- #1 stock in 2025 -- AAPL.

December, 13, 2024
: AVGO joins the $1-trillion club. Link here.

December 11, 2024: Broadcom said to be designing an AI service chip for Apple. Link here.

December 3, 2024: Partnership between Amazon and Apple, link here.

November 14, 2024: the mess over at Intel (INTC).

October 17, 2024: Intel -- the spin-offs begin. Altera.

September 21, 2024: wiki updates CPU -- the number of transistors on a chip.

September 11, 2024: the A18. For the iPhone 16.

September 9, 2024: Larry Ellison, Oracle, announces partnership with AWS!

September 3, 2024: Intel shipping Core Ultra 200V (codenamed: Lunar Lake) -- direct competitor to Qualcomm's Snapdragon and AMD's Strix Point chips.

August 28, 2024: CrowdStrike to partner with Nvidia. Link here.

August 19, 2024: system on a chip -- the moment the industry shifted its focus

August 19, 2024: Intel Gaudi 3.

August 14, 2024: Intel, Lunar Lake.

July 31, 2024: CNBC practically giddy over the amount of money META and MSFT are going to be spending on Nvidia chips. Apparently META is Nvidia's biggest customer, and MSFT is going to spent $85 billion on Nvidia chips this year. Needs to be fact-checked -- heard in passing. 

July 28, 2024: brand new Intel chips are frying brand new PCs. Fried chips can't be fixed; new chips will be protected when fix is released in .... August.

June 17, 2024: SoC / SiP update with focus on Apple M4.

June 10, 2024: Apple introduces Apple Intelligence, WWDC, keynote address, June 10, 2024. So, now we have two biggies in the past year or so with Apple -- Apple Silicon and Apple Intelligence (Apple's name for AI).

June 6, 2024: Memphis, Musk and more; LOL. 

  • alliteration. From The WSJ. Link here.
    • pending approval by local authorities. LOL. As if it won't be approved.
    • xAI was launched last summer; buying all the Nvidia chips he can

May 11, 2024: US AI.

April 26, 2024: Intel, INTC, 1Q24 earnings.

April 25, 2024: CPUs, GPUs, FPGAs.

April 16, 2024: Intel (INTC).

August 14, 2023the fourth update of CPUs, GPUs, cores, and threads.

Trending: Vern Whitten — February 16, 2025

Locator: 48567PHOTOS.

Link here

Currently second most popular page on the blog.

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Over At Bluesky

It’s not how much “one” of something costs, it’s how much one spends on “one” item every week. First class stamps cost 75 cents apiece. I no longer buy first—class stamps; I don’t need them. I now spend less on eggs each month than I used to because I quit eating eggs for breakfast.

The price of gasoline has come way down. I now drive more than I used to and it’s costing me less. Folks worried about the price of eggs are natural-born pessimists.

The amount I spend monthly on eggs + gasoline has come way down.