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Linde plans to invest US$1 billion in Arizona after winning a semiconductor supply deal, media report, noting the world’s largest industrial gas company will supply ultra-high purity nitrogen, oxygen and argon to 2 new chip fabs through the expansion. Linde’s Taiwan joint venture will invest $800 million to supply industrial gases to the same customer’s new chip fabs there. $Linde(LIN.US) $Taiwan Semiconductor(TSM.US) #semiconductors
Source: Dan Nystedt
15 May was the SEC 13F deadline for Q1 2026. Five top managers I think are worth a read. Here's what changed, in plain SG-investor language.
Air Liquide, the French industrial gas & materials giant, opened its first advanced semiconductor materials plant in Taichung, central Taiwan, dedicated to advanced deposition and etching materials, essential ingredients for AI chips, it said. The firm operates 54 facilities in Taiwan dedicated to the chip industry and has invested over €1 billion euros (US$1.16 billion) in the nation since 2019. (Great stock ticker: AI (Euronext Paris)) $Taiwan Semiconductor(TSM.US) $Air Products and Chemical(APD.US) $Linde(LIN.US) #semiconductors #semiconductor #Taiwan #France
Source: Dan Nystedt
The decline in precious metals was expected, and the impact of the nomination of a hawkish Fed chair candidate is immeasurable. The future of the US dollar remains to be seen.
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
One word to describe today market. “Bloodbath”🥹. Trade safely . Do not catch the falling knife. Wait for the dust to settle.
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
The weekend sell down of Gold, silver and equities allows for accumulation of desired assets on discount. Thank You!!
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
More earnings coming this week but bearing any significant analysts beats, I think shirt term the market might still be bearish
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
I have been warning that metals were in a third wave for the past two weeks. And that’s how precious metals end their third waves - they just fall off a cliff. Do not wait for narratives - The markets move independently most of the time. It’s not my words. Look up the research. Stay safe everyone.
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
Incoming Hawkish Fed plus rising inflation (due to effect of US Tariff) , might have a change of course for SG REITS. Am not vested in US equities, hoarding Cash for re-entry when market corrects substantially..I think Fed rate will go down very gradually and not in any explosive manner. Might even see 1 or 2 hikes along the way.
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
Ain’t gonna change anything yet. If it drops further I will add more but slowly. However I will probably reduce USD exposure since it has crept up little.
A whirlwind Monday saw markets swiftly repricing risk following a major policy surprise and renewed inflation worries. Here’s the breakdown:
