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  3. Busy couple of weeks on results front

Busy couple of weeks on results front

Scheduled Pinned Locked Moved Investments and Portfolios
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  • C Cappo

    Thanks Adam, always good to get some reassurance! I should look back at mine over 12 months or something and see what the overall chart looks like.

    Might survive a few more weeks without resorting to value pasta and cheap ketchup 😆

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    mikeiow
    wrote on last edited by
    #180

    @Cappo said in Busy couple of weeks on results front:

    Thanks Adam, always good to get some reassurance! I should look back at mine over 12 months or something and see what the overall chart looks like.

    Might survive a few more weeks without resorting to value pasta and cheap ketchup 😆

    Hey - what’s wrong with value pasta & cheap ketchup?
    🤣
    #loveabargain!

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      Adam Kay
      Global Moderator
      wrote on last edited by
      #181

      That is correct Ron. Markets always oscillate -The focus in your graphic is the 'Increase'. DT doesn't determine the prospects of these holdings in the long term.

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        SteveRutter
        wrote on last edited by
        #182

        Dear Stock Market,

        Another few days like yesterday please.

        Yours,

        Steve

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          Adam Kay
          Global Moderator
          wrote on last edited by
          #183

          Hi Steve-it was a solid day yesterday. +3.56%/2.46%/0.98% (Tech/IML/Equity). GTC is on deck next week. And as has been mentioned before, this is not a structural move, it's based on fear(unknown). The holdings are sound and coupled with the new additions, will in particular, make the growth portfolio's just how I would want them.

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            Adam Kay
            Global Moderator
            wrote on last edited by Adam Kay
            #184

            TSMC foundries require huge parcels of land. They had planned on buying a golf course, in fact they have bought it. One snag. the members are refusing to leave. Even offers of paying each golf club member USD 24,000 to walk away couldn't persuade them and there appears to be an impasse (code for 'we want 50k each!) . Officials now say, our takeover of the property will be postponed. 🙂

            That was for Renmure who requested some more humour.

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              Renmure Jim
              wrote on last edited by
              #185

              Meow!! 😸

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                Adam Kay
                Global Moderator
                wrote on last edited by
                #186

                Check out the latest humanoid robot from Boston Dynamics. It’s impressive. I doubt it will long before the military get involved.
                Trained on Isaac Sim-Nvidia robot gym
                Robot hardware-nvidia Jetson

                https://www.youtube.com/watch?v=I44_zbEwz_w

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                  mikeiow
                  wrote on last edited by
                  #187

                  The future of warefare 😳
                  Reminds me of this dramatic “demo”, now 7 years old
                  https://youtu.be/TlO2gcs1YvM

                  See https://autonomousweapons.org for more…

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                    Adam Kay
                    Global Moderator
                    wrote on last edited by
                    #188

                    The Wall Street Journal is claiming that the Trump administration won't impose tariffs on Taiwan Semiconductors-given the scale of committed US investment. It doesn't mean they're correct-even they like a bit of fake news however I've always thought it would be resolved based on the evidence, being massive new investment and more recently Jensen Huang also stated that he didn't think the impact would be anything more than minor (whatever the outcome is). He would know more than most.

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                      Adam Kay
                      Global Moderator
                      wrote on last edited by
                      #189

                      The disconnect between markets and reality-and why one should have confidence in business being positive.

                      Screen Shot 2025-04-02 at 08.27.35.png Screen Shot 2025-04-02 at 08.26.27.png Screen Shot 2025-04-02 at 08.25.40.png

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                        Adam Kay
                        Global Moderator
                        wrote on last edited by
                        #190

                        https://www.whitehouse.gov/fact-sheets/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/

                        No tariffs on chips. Source

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                          Adam Kay
                          Global Moderator
                          wrote on last edited by global_admin
                          #191

                          Some relevant news over the weekend:

                          1. Gigabyte Technology, a mid size Taiwan server maker said they are sold for AI server through all of 2025 and mid way into 2026. They have committed to expand their manufacturing capacity in Brazil while its Germany, US and Malaysia plants will open later this year.

                          2. TSMC said it will finish all planned fabrication plants as its expansion plans are unchanged.

                          3. Foxconn just reported record revenue due to 'strong pull for AI related products. Foxconn expects momentum to continue'

                          4. Taiwan President William Lai has offered the U.S zero tariffs as a basis for opening talks. Adding he will remove all barriers and increase investment in the U.S.

                          5. Trump stated on Sunday that he is open to talks with China but said China needs to address their surplus

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                            Adam Kay
                            Global Moderator
                            wrote on last edited by
                            #192

                            Alphabet reiterated plans to spend about US$75 billion this year to build out data centre capacity, as “the opportunity with AI is as big as it gets,” said CEO Sundar Pichai, at the Google Cloud Next 2025 conference.

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                              Adam Kay
                              Global Moderator
                              wrote on last edited by
                              #193

                              Taiwan Semiconductor Manufacturing reported a nearly 42% surge in Q1 revenue, fueled by strong demand for AI servers

                              They also split out March(month) which was +46% i.e accelerating

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                                Adam Kay
                                Global Moderator
                                wrote on last edited by
                                #194

                                Australia has rejected China's offer to "join hands" and respond to the escalating trade war, after U.S. President Donald Trump ramped up tariffs on Chinese goods.

                                "We're not going to be holding hands with China in respect to any contest that's going on in the world," Deputy Prime Minister Richard Marles told Sky News Australia.

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                                  Adam Kay
                                  Global Moderator
                                  wrote on last edited by
                                  #195

                                  I suspect anyone who 'joins hands' with China will get their arm broken by the U.S✋

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                                    Adam Kay
                                    Global Moderator
                                    wrote on last edited by
                                    #196

                                    A new list of goods to be exempted from the latest round of tariffs on U.S. importers was released, and it includes smartphones, PCs, servers, and other technology goods, many of which are assembled in China.

                                    Apple is the clear, MU memory and 'other components' found in Servers

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                                      Cappo
                                      wrote on last edited by
                                      #197

                                      What an utter jerk he is though, just faffing around with stuff as it enters his tiny brain/suits him and his cronies personally. Next thing, he’ll find out that the sauce in his cheeseburger is made in China and he’ll exempt that as well. Talk about fuelling the uncertainty.

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                                        Adam Kay
                                        Global Moderator
                                        wrote on last edited by
                                        #198

                                        We all understand the frustration, Cappo. We've held 3 Investment Comm meetings over the past 3 weeks but ultimately came to the conclusion we would wait and see. Not because doing nothing was the easy option, but we believed we held quality, the man would likely pivot in short order (and what next).

                                        The golden rule with investing, you sell when:

                                        1. You find a better opportunity for your capital
                                        2. The factors which drove your investment in the first instance have materially changed with a degree of permanency.

                                        We didn't see tariffs having a permanent effect.

                                        Have a good weekend, all

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                                          dingg
                                          wrote on last edited by
                                          #199

                                          Unh ooops

                                          Hopefully our weighting in phe isn't too large now

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