The latest announcement is out from TSMC ( (TSM) ).

TSM stock can be a big winner amid tariff tensions as the company increases its presence within the US, after the recent White House request. We could see some short-term adjustments in AI capex by ...

@Jonathan Weber I read this entire piece all the way through and truly appreciate your writing style and insights. You capture depth in a simple manner, which I always associate with mastery. I ...