Is the stock market broken again? - Cathy woods and Palentir are up. Gain posts are out numbering loss posts. People are blowing up their accounts… and actually recovering them?? The sub feels more active, seems like more regard money is entering the market.

Feels like the good ole days of 2021 where we were shooting fish in a barrel. I paid my option’s tuition then, hoping I learned some lessons to take advantage of regard season.

Positions:
TSLA $320C 8/18
MSFT $350C 7/21

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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