Category: TSM

More China Selling

Right now, we’ve got American owned shell companies funneling U.S. tech to Russia to build the bombs that rain down on Ukraine. Tankers brimming with Russian oil are welcome in India and Turkey. Income mutual funds feast on that 8% Altria dividend that’s driven in part by cigarette and Juul vaping sales. Two-thirds of Americans favor a waiting period for gun purchases that only 9 states’ lawmakers have approved. Walmart (NYSE: WMT) agreed to pay a $3 billion fine for dealing opioids…

WWWD? (What would Warren Do?)

We’ve talked a lot about the rising tensions between the U.S. and China. That spy balloon floating across the continental United States certainly didn’t help smooth any of the animosity between the two countries…

The Strong Arm of U.S. Chip Rules

If you aren’t aware of the Biden administration’s actions regarding China’s semiconductor industry, it’s pretty simple: American companies have been banned from selling advanced semiconductors to China. The ban also covers the equipment needed to make and test semiconductors.

The Case Against Intel

Last week, semiconductor giant Intel (NASDAQ: INTC) reported earnings that were…um…bad. Intel shares closed at $30.03 on Thursday, January 26. The stock opened for trading Friday morning at $27.07, down 10% after a surprise earnings miss.