Wednesday, July 8, 2026

Tech Notes -- July 8, 2026

Locator: 51133TECH.

Schwab: I'm not sure if this is accurate. 

Schwab site on laptop is not fully available, site says to check back later, I'm at McDonald's. Meanwhile, the Schwab site on my iPhone is working fine. It's 12:21 p.m. CT, July 8, 2026. Holy mackerel -- my Schwab portfolio is having an incredible day: a) it's overweight in oil; and, b) it's way overweight in AAPL, currently up very nicely on some incrediblky Apple news, including: a) a new server chip in-house; b) AVGO; and, c) QCOM.

Apple: only ASUS, at 0.2%, and Apple, at 10.1% this quarter and 9.9% the quarter before, reported positive growth, y/y.


 Apple: announcing some interesting (continuing) partnerships with Broadcom and Qualcomm. 


 And then there's TSM:

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The Book Page

The Story of Semiconductors, John Orton, c. 2009.

Probably the best book ever on this subject. Hard to find. Available for $150.00 at Amazon but one can find it for resale for as little as $4.99. I just checked: Amazon now has it for around $80 for hardcover; $75 for paperback. 

Notes at two sites: