Deleterious Posted March 3 Posted March 3 (edited) TSMC is a well managed company. The rumored biggest problems they are supposedly having in Arizona is lack of skilled labor to run the fabs. They are importing talent from Taiwan and it is costing them a lot to do it. They would be smart to take a little of that $100 billion and develop some sort of training program. Approach MIT or Georgia Tech with a big fat check to build training facilities on their campus. Split it and have both build a program. We cant just keep building plants if nobody is trained to run them. Its not like the Big 3 where you graduate high school (maybe) and then go to work at the plant. These are highly skilled manufacturing jobs. Edited March 3 by Deleterious Quote
chasfh Posted March 3 Posted March 3 lol certain people who post here stink like a fish or something. Praising the genius of Trump, even in a headline link, is inherently political and deserves a political response. You don't want that political "slop" here? Then strip the politics out of your own posts. Simple as that. I will not escalate this from here, nor will I liken anyone posting here to sea creatures. Quote
Deleterious Posted March 3 Posted March 3 The Financial Times is asking the question that interests me the most. Quote TSMC has already committed $65bn to build fabrication facilities in Arizona. It was not clear if the $100bn investment was a separate funding commitment or included some of the money previously pledged. That and will it be the 1.4 nm chips or the bleeding edge equivalent at the time. Like the Journal said, TSMC only allows -1 generation off shore usually. Quote
Deleterious Posted March 3 Posted March 3 12 minutes ago, chasfh said: lol certain people who post here stink like a fish or something. Praising the genius of Trump, even in a headline link, is inherently political and deserves a political response. You don't want that political "slop" here? Then strip the politics out of your own posts. Simple as that. I will not escalate this from here, nor will I liken anyone posting here to sea creatures. Most investment, and even a lot of non-investment, forums have rules that do not allow you to edit article titles. That is the format I follow, even in the Pistons forum. I don't even know what the headline says half of the time. Quote
chasfh Posted March 3 Posted March 3 Just now, Deleterious said: Most investment, and even a lot of non-investment, forums have rules that do not allow you to edit article titles. That is the format I follow, even in the Pistons forum. I don't even know what the headline says half of the time. Fair comment, although even a sneaky political statement, even one not intended as in your case, makes it fair game. I do want to be clear that I'm not here to drop politics in here unbidden, and I don't, and I didn't this time. That said, I will take your fair comment into consideration in the future. Thanks. 1 Quote
Tiger337 Posted March 3 Posted March 3 (edited) 1 hour ago, Deleterious said: This thread has probably existed for 10+ years now across two different sites. People still don't understand nobody that participates in it gives a **** who paved the way for these deals. Some of us do care, but you are right that it's best to keep that discussion out of this particular thread. I mean If you are deep into the investment world, you are pretty much guaranteed to be investing in something somewhere that is unclean, immoral, unethical or against your ideology. We kind of have to ignore it in this thread. Edited March 3 by Tiger337 Quote
gehringer_2 Posted March 3 Posted March 3 3 hours ago, Tiger337 said: If you are deep into the investment world, you are pretty much guaranteed to be investing in something somewhere that is unclean, immoral, unethical or against your ideology. Ha! Didn't someone once say something about eye's of needles or something? 😉 Quote
Hongbit Posted March 3 Posted March 3 (edited) I think it’s adding a simple comment of “best suited for the political forum” into the post instead of political commentary. Everyone will know what that means and one can post more details if they choose in that other forum. Edited March 3 by Hongbit Quote
gehringer_2 Posted March 3 Posted March 3 (edited) there are places where political policy has a direct, non-severable connection to investment policy - for instance what is happening on Tariffs. If you make a statement that you think the outcome of X (political policy) is going to be Y (economic environment outcome), I wouldn't regard that as "too much politics in the investment thread" per se. That kind of statement properly made is not advocacy either way - it's the core of trying to understand/discuss the future probabilities. Edited March 3 by gehringer_2 1 2 Quote
Hongbit Posted March 4 Posted March 4 It looks like most of today’s financial news is best suited for the political forum. Quote
oblong Posted March 4 Posted March 4 the whole "keep politics out of this thread" thing isn't a rule so much as a self regulated thing. The people who participate in this would like it that way so if you do engage in political talk be prepared to be yelled at by them or ignored. It can be a blurry line when you have major policy shifts that will affect the markets. There is a line but I can't define it and we don't have to know where the line exists to know it should be there. Quote
Edman85 Posted March 4 Posted March 4 Has anybody tested the boundaries of the IRS wash rules? With a dip, I've been wanting to move money in my taxable Fidelity account from FCPGX to FZROX, and a few more days of this may be able to sell at a loss. Trying to make sure that despite them both being Fidelity Index funds, they track different indices and are thus not "substantially identical." Quote
1776 Posted March 11 Posted March 11 We’re not changing this thread title to DIVESTING are we…. 😁 Quote
romad1 Posted March 11 Posted March 11 Tesla having a dead cat bounce today. Perhaps it was the personal intercession of the nominal POTUS Quote
gehringer_2 Posted March 11 Posted March 11 50 minutes ago, romad1 said: Tesla having a dead cat bounce today. Perhaps it was the personal intercession of the nominal POTUS Even sellers have to catch their breath Quote
romad1 Posted March 13 Posted March 13 5 hours ago, Deleterious said: That TSMC-Intel stuff is wild. very curious if the intel video cards are worth it. Need someone to take on Nvidia Quote
Tiger337 Posted March 17 Posted March 17 My first day in the Vanguard Total International Stock Fund (VITSX) was a good one (+1.78%). With all the uncertaintly in the US now, I decided to allocate a portion of my retiremet money to an international fund. 1 Quote
1984Echoes Posted March 17 Posted March 17 (edited) With Trump, Dictator of the U.S. ... Europe is the place to be!!! (or even China...! as an investment.) Edited March 17 by 1984Echoes 1 Quote
Edman85 Posted March 17 Posted March 17 1 hour ago, Tiger337 said: My first day in the Vanguard Total International Stock Fund (VITSX) was a good one (+1.78%). With all the uncertaintly in the US now, I decided to allocate a portion of my retiremet money to an international fund. I've had about 10% of my HSA investments in VTIAX for a while now. It's doing well. I'm probably not going to buy high on international any more than normal right now, but can understand somebody 20 or so years older than me wanting to stay out of US Stocks for a bit. Quote
Tiger337 Posted March 17 Posted March 17 (edited) 8 minutes ago, Edman85 said: I've had about 10% of my HSA investments in VTIAX for a while now. It's doing well. I'm probably not going to buy high on international any more than normal right now, but can understand somebody 20 or so years older than me wanting to stay out of US Stocks for a bit. Staying primarily in US stocks has been a great move the last 15 years. It's hard to know what happens next. I am guessing there is going to be turbulence for a while. Edited March 17 by Tiger337 Quote
1984Echoes Posted March 17 Posted March 17 (edited) 24 minutes ago, Edman85 said: ,,, but can understand somebody 20 or so years older than me wanting to stay out of US Stocks for a bit. Haha! Funny! EURL (EU ETF): purchased 400 sh's Jan 16, 2025 at avg cost of 21.60 today: $30.30 or after-hours at 30.80 if you wanted to use that. YINN (China ETF): purchased 400 sh's Jan 10, 2025 at avg cost of 23.50 today: $52.35 Edited March 17 by 1984Echoes Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.