BankrCoin (amittrades)

$TSM $AMKR $INTC - The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment. - TSMC would build at least five additional semiconductor fabs in Arizona. - The deal would lower tariffs on Taiwan’s exports to about 15%, per NYT. Trump is serious about bringing back more chip manufacturing to the US…hard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US. $TSM now $1.7T market cap, +1.5%

• 0 replies
• 0 recasts
• 1 reaction

BREAKING: President Trump announces that he will not let Americans pick up the rising electricity costs for datacenters and that Microsoft $MSFT is “first up” to help fix the problem. In the past week, we’ve seen Trump announce a number of policies that seem directly focused on affordability: - Fannie & Freddie QE to get mortgage rates down - Credit card rates capped at 10% - Big Corporations can’t buy homes - Tech companies have to figure out rising electricity bills The midterms are coming up.

• 0 replies
• 0 recasts
• 1 reaction

BREAKING: Elizabeth Warren says Donald Trump called her today to collaborate on capping credit card rates. She said that if Trump could get house Republicans to agree to the bill, it could be possible to get this passed. Mike Johnson, Speaker of the House, yesterday said that Trump had not “properly thought through” the implications of capping credit card rates as more consumers would lose access to credit. Pretty incredible to see Warren & Trump working together and maybe we don’t get a 10% cap by the 20th but feels like the probability around a cap policy happening has gone higher.

• 0 replies
• 0 recasts
• 1 reaction

$GRAB trading as if Singapore is about to get invaded 😂😂😂😂 in all seriousness, yes it sucks to be stuck in something that isn’t moving and was just up 35% a few months ago, but it also begs the question about why and I personally do not see the fundamental argument for why it deserves to be trading at these levels, at all. barclays came out this morning and once again reiterated $7. maybe there is some big earnings surprise and horrible guidance and the thesis changes, but outside of that I feel the shorts are in control and the price simply isn’t matching with the reality of the business.

• 0 replies
• 0 recasts
• 1 reaction