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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: hummingbird   😊 😞
Number: of 15062 
Subject: Re: aapl/tsm
Date: 03/02/2023 9:30 AM
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they will eventually get them ,but TSM is the only foundry currently positioned for 3nm.
some interesting tech developments going on as you mention ASML, AMAT just released new sculpta WFE. INTC is associated with its development. it will enhance ASML product usage, and significantly reduce foundry prod. costs. Nice move.

I am slowly adding to INTC here, its around P/E 1.2 depending on the day.. crazy price ! I'll give Pat Gunslinger time for his 5 nodes in 4 years... I wish I had bought into ASML way back in the day in Holland...its a monoploly.and smart folks ! knew some of them. Caveat emptor, though I can lose the money, but I'd hate it ! I remember years ago buying AMD for 3 bucks when it was left for dead...anyway, all this was originally related to a Warren move, so hopefully this post doesnt get deleted.
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