Drew Manns
commented on
$Intel (INTC.US)$Taiwan economy ministry has received no information about any TSMC investment in Intel, US
It's either the news is extremely secretive or no concrete decision has been made between the two bodies (US administration and TSMC).
But one thing is certain, Trump has criticized TW for "stealing" their chip business, he did that in order to get some high ground in negotiation, as a loud mouth he has always been. Tariff will certainly be used to force Tsmc to help Intel. Yes Intel has set ...
It's either the news is extremely secretive or no concrete decision has been made between the two bodies (US administration and TSMC).
But one thing is certain, Trump has criticized TW for "stealing" their chip business, he did that in order to get some high ground in negotiation, as a loud mouth he has always been. Tariff will certainly be used to force Tsmc to help Intel. Yes Intel has set ...
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Drew Manns
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$SoFi Technologies (SOFI.US)$ im buying more at open .
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Drew Manns
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$FuboTV (FUBO.US)$ maybe 5+ tonight
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Drew Manns
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Drew Manns
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$Walmart (WMT.US)$
No way does Walmart justify it's current PE given its growth rate...plane and simple.
No way does Walmart justify it's current PE given its growth rate...plane and simple.
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$Walmart (WMT.US)$ i don’t understand this. alk these companies are beating top and bottom numbers and still falls. Wamart beat top and bottom, they are not effected by tariff all that much and they are growing 3-4% yoy. so why is this falling ?
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Drew Manns
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Drew Manns
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$Walmart (WMT.US)$ call or put ?
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Drew Manns
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$Walmart (WMT.US)$ Earnings could be good but, my bet will be the projected forecast might not be as strong as investors will like , could see 100 break with a future 110 break
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Drew Manns : INTC makes their own chips. not reliant on outside sources. meaning TSMC news good thing bc Trump said tariff on semiconductor coming from overseas. this is a PLUS for intc