Incredible, but what happens when the top 10 can't go any higher?
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.
#ASX:TRJ @Starfish but trends over last 5 years seem to be on downward slope with not much recovery.
#ASX:TRJ Now looks like a good time to buy with TRJ.
Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high cash hoard of 30%... chart via barchart.com / Longtermtrends
But we shall see