Tuesday, May 5, 2026

It's Not A Bubble -- The Market Could Crash But It Won't Be Because AI Was "Fake" -- This Is Not Dot-Com -- May 5, 2026

Locator: 50726MICRON. 

Profits

May 5, 2026:

Profits


TSMC
: $81 billion.
SK Hynix: $115 billion.
Samsung: $151 billion, almost double TSMC's.

AMD's income pales in comparison.

Intel (INTC)? For 1Q26, Intel reported a loss of $4 billion for the quarter. Intel is valued at one-half trillion dollars (market cap).  BRK has almost one-half trillion dollars in cash. 

Nancy Pelosi? Somewhat less.

Ilhan Omar? Whatever number she says it is. 

**********************************
Charts At the Close

AMD:


MU