There’s an obvious corollary of what I’m saying here: if we’re only 10 percent of the way there, we’ve got another 90 percent to go. If 90 percent of the energy transition is not done, what stands in the way? For the report, w...
and we think it will get some business from chip makers looking for alternative etching and packaging. We think it will have a profitable foundry operation and that it will make good chips that people want to buy as well. But we also think the X86 market is going to decline as Arm rises...
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This terrible collapse is also evident in the automotive industry. Last August 3rd, BYD announced that it would reduce its sales target from the previous 800 thousand to 600 thousand. Despite this, the automaker, who is the leader of Buffett's stock holdings, has yet to complete the task, ...
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NIO is ‘small fry’ in the global auto market, which is what makes it an attractive stock to buy. So small is the company that there is only one way it can go – up. There is plenty of growth potential in the global EV market (see below). Every car company – old and new –...