How do gas and electricity retailers differentiate a commodity product? What is the argument for privatising a commodity if there is zero ability to add value or differentiate offers? - At least with the NBN there are speed tiers so I can see value in paying more for faster connections.

But I remain confused as to how the gas and electricity companies justify price differences when there is zero actual differentiation between offerings. Will we one day see a discount tier electricity plan offering only 120v?

Berkshire is hoarding so. much. cash.

Intel’s been lagging behind for years, while AMD has pulled far ahead in both consumer and professional-grade chips, it’s really not a close race anymore.

There’s this idea floating around that throwing enough cash at Intel will suddenly turn them into the next TSMC. But semiconductor manufacturing isn’t something you can ... See More rush, it’s a complex, slow-moving process that takes years of precision and experience.

Intel could recover some ground eventually, but framing them as the savior of American chipmaking feels more like a political talking point than a practical reality.

Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high cash hoard of 30%... chart via barchart.com / Longtermtrends

Looks like we're going through something, but who would have thought with all these tarrifs, inflation and trade wars going on

Where does this end up long term with small stocks suffering white giant caps are taking all the coin?

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