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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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    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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                                    2BToo
                                    wrote on last edited by
                                    #200

                                    It looks like another nosedive day again today. Still, we've had a few of those recently and things seem to move back up again. Shame they don't move up as quickly as they move down, but I guess that's the way that markets work.

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                                      Adam Kay
                                      Global Moderator
                                      wrote on last edited by
                                      #201

                                      Material pops after hours on top of a solid day due to the U.S administration stating ‘ The president and the administration are setting the stage for a deal with China," she said to reporters(press sec). "Everyone involved wants to see a trade deal happen, and the ball is moving in the right direction."

                                      We will see.

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                                        mikeiow
                                        wrote on last edited by
                                        #202

                                        He is slowly having to completely back down from his ludicrous TariffTheWorld™ game 🫣
                                        No doubt he will then claim total victory 🤣
                                        & Wall Street has had a bunch of fun, & I fully believe some people on the inside have made a load of money off the back of the shenanigans 🤦‍♂️
                                        Bizarre.

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                                          Ducati996R
                                          wrote on last edited by
                                          #203

                                          Yep….its been one big cluster f,,k….mates rates for the big boys …

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                                          The value of your investments can go down as well as up, and you may get back less than you invested.

                                          Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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