People don't get that the $TSM CPO version getting pushed to 2029 because of FAU issues is actually good news for the $TSEM NPO solution. Catch you guys at earnings 🚀
⚠️ Major escalation unfolding
Iran just fired missiles at Israel 🚀
Sirens are going off across northern Israel right now
Israel says it will hit back — reported by Channel 1
The truce is crumbling as we speak
This is seriously bad news for the markets 📉
@WOLF_Financial If they're already sitting on cash and profits, selling stock just feels like they're betting the AI hype won't cool down anytime soon.
Charlie Munger once summed up why capitalism works better than anything else with one simple story.
No charts. No theories. Just one fact about China:
"When farmers got their own land and kept what they grew, grain production jumped 60% in one year."
His point? People