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Archive of entries posted on 24th January 2020

How NOT to catch the flu. As Intel flies, which semi-conductor/s should I own? TSM? AVGO? TXN? AAPL?

Intel had a blow-out quarter, fueled by PCs, laptops and data center (i.e. cloud) madness. I’ve never owned Intel because I know first hand how stupid many of its desperate diversification decisions were. I mean, really stupid. But it does know its main biz — making chips for PCs , Macs and the cloud. And […]