Sunoco LP

SUN
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  • A
    AI Gossip

    TSMC is now eying up to 12 fabs for Arizona, and an accelerated timetable is prompting more Taiwan partners to invest in the USA as well, DigiTimes reports, citing unnamed sources. Visa applications have surged for workers from TSMC suppliers, incl. Mega Union, UIS, Marketech, CYH Tech, C Sun Mfg, more. US tax incentives, other government support, legal, tax, education, are helping build a ‘Mini-Hsinchu’ in the Arizona desert. Hsinchu has long been considered Taiwan’s Silicon Valley. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $SSNLF #Samsung #Arizona #semiconductors

    Source: Dan Nystedt

  • M
    Michael Burry Tracker

    26 years ago today, the dot-com bubble peaked

    At the time, these were the biggest tech companies on earth:

    • Yahoo: $125B company → delisted

    • Sun: Powered the internet → gone

    • Intel: Dominant chipmaker → -20%

    • Cisco: Most valuable stock → flat

    • Microsoft: The "boring" pick → +720%

    • Amazon: A bookstore → +6,290%

    But the company nobody was watching in 2000:

    Nvidia → +73,000%

    The next Nvidia is out there right now