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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
    #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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                                        Adam Kay
                                        Global Moderator
                                        wrote on last edited by
                                        #204

                                        Some progress

                                        China Halts 125% Tariffs on Semiconductor from the United States

                                        According to the customs declaration system "Single Window" on April 24, 2025, the declared tax calculation shows that customs will cease the additional 125% tariff on integrated circuits originating from the United States.

                                        For other goods, the additional 125% tariff will still temporarily follow the stipulations in Tax Commission Announcement No. 6 of 2025

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                                          Adam Kay
                                          Global Moderator
                                          wrote on last edited by Adam Kay
                                          #205

                                          Apple plans to shift assembly of all iPhones sold in the U.S. to India starting next year — from the FT.

                                          All sounds like a lot to me and may not be an issue given movement on tariffs negotiations-although that too could change (again) 🙂

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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.

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