@BlameQuants@firstadopter Yeah it will double again this year. You see everyone sees, unfortunately that’s not the right way to make extraordinary returns.
@HayekAndKeynes What’s your view on this sudden increase? I understand that Trump may continue the war against Iran after his China visit, but somehow I think this is more likely a warning from bond investors to new Fed chairman Walsh.
@schamorro357@Alex_Intel_ LBT is the trustee of CMU. He must be the one who made this happen. There are probably couple hundreds of universities trying to make JH the commencement speaker.
@ShanghaoJin Appreciate your opinion on Intel. People seem to forget that only a couple of years ago, Intel was way ahead of TSMC in terms of processing technology. Your post is right on the point.
@Alex_Intel_@Intellionaire If I were @LipBuTan1, I would work with AMD. It’s not only symbolic, but also shows Intel Foundry’s commitment to even Intel’s direct rivals. AMD is ultimately a Taiwanese company in terms of leadership/talent, and likely the last one to diversify away from Taiwan ecosystem.