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TSMC is the riddle in this trade war. It has become clear, congress will not hurt TSMC so I stopped worrying about that some time ago.
When this is done, I'm going to take on the flyer guy who shorted me an A&W coupon last week. That kid will be lucky to make it to his eleventh...
Our portfolio is essentially undamaged by the current turn down. We are still wearing scars from previous market events, though. Our ATH...
Quick update on Tesla real estate. Fremont factory - The Kato Road expansion (not the battery facility, the other expansion property on the same...
Our portfolio hasn't been doing much, these last months. We are letting cash build with DRIPs mostly turned off. Also, selling some RE has...
I wonder if Cathy bought the dip? It would seem her gamble paid off this time.
The books look amazing to me. Margins down but total profit from auto at ATH and some pretty big line items of one time spend gluggling through...
You are laying down rubber tracks on the road without steering, touching the accelerator, or shifting.
You make a strong point, Emmett. Now I feel like a clown. :D
I'm tracking a few things that could one day be investment opportunities. I've been doing this for years. Every once in a while, an idea comes...
Even though the desktop PC market is shrinking, AMD will get a boost from Intel exiting the space.
Something interesting is happening with Tesla with regard to batteries. They laid off a bunch of people from Shanghai battery production. This...
If anyone cares, CyberTruck production is ramping. Lots of stampings and a GA line is now operational. It will be a few months before volume...
For sure. I am betting against them. The odds of Toyota dying are 99%.
That horse left the barn some years ago. China has acquired all of the pieces via corporate espionage and plain old experience building. You...
As I understand it, we are technically out of the recession but things aren't going all that great. We had been essentially treading water for a...
After a recent down turn, my portfolio is down 6% from ATH last year. Oddly, I don't really care all that much about it. If you had described my...
The Japanese government has offered Toyota $850B USD to build an EV. Toyota has been notorious in their rejection of EV so their outsourcing of...
I haven't bought or sold anything new in months. I'm letting cash build and don't expect that mode to change this year or even next. No trading...
I used to watch Yahoo Finance on YouTube every day, during my working years. It's OK. I ignored the hosts and paid attention to the guests for...
