A retirement budget should include the cost of leaving.
203 passengers were told to leave a residential cruise in Cambodia.
Could you cover a week of hotels, meals and a trip home—without waiting for a refund?
abcnews.com/Business/wireSto…
🤖 Made with AI
The wafer is ready. The chip isn't.
Logic, memory, interconnects, power and heat still have to work together. Tests are needed before and after assembly.
Packaging helps turn silicon into a usable product.
ashxc.substack.com/p/the-waf…
You can understand the news and still misunderstand the trade.
Before you tap confirm:
• What can I lose, including fees?
• What exactly counts as YES?
• When does it settle?
What do you wish you’d known before your first event trade?
#kalshi #predictionmarkets
#Apple will replace #iPhoneDuo with display issues.
But a faulty phone costs more than hardware: downtime, data migration, uncertainty.
Without a disclosed failure rate or confirmed cause, would you trust a $2,000 foldable as your only phone?
reuters.com/business/media-t…
The smallest node is not every chip's best home.
Computing needs density and efficiency. RF needs signal performance. Power management needs the right voltage and analog devices.
One system can need several process families.
Map the job, then the foundry.
Would a guaranteed electricity bill discount make you more willing to accept a data center nearby?
Not me, there are too many hidden affects, at least for now
predictionmarkets.org/trump-…
72% of Americans don’t want #DataCenters in their community.
#Trump ’s pitch: pay locals a “dividend.”
Fair compensation or buying off the neighbors?
The EU is in such turmoil, don't you think you have to calm the public down first?
NOT only consider about so-called "New Tool" 🫥
If MUST restricts the import of cheap goods, will my wages actually go up???
Answer me!! #vonderLeyen #UrsulaVonderleyn
predictionmarkets.org/cheap-…
72% of Americans don’t want #DataCenters in their community.
#Trump ’s pitch: pay locals a “dividend.”
Fair compensation or buying off the neighbors?
A new fab is not automatically a backup for your chip.
Check the process, qualified output, available volume and packaging route.
Foundry capacity is specific to the product and delivery window.
ashxc.substack.com/p/more-fa…
Will #ResidentEvilㅤ really happen?
If it was the plague indeed, we have well-established solutions. But what if it’s something else?
True terror normally from people's endless imagination of unknown.
predictionmarkets.org/russia…
🤖 Made with AI
-- Wall Street profits soar to $45.9 billion in first half of 2026
-- "Buy when there's blood in the streets, even if the blood is your own."
-- Chinese tycoon Li Ka-shing also said something similar：当大街上遍地都是鲜血的时候，就是你最好的投资世时机
"Netanyahu is writing his Death Note? 👀"
Israeli official takes notes after UN walkout against Netanyahu's speech.
This scene reminds me of a classic comic lol
Do you think this is just a show of deterrence, or is it an actual "death note"?
#UnitedNations #Netanyahu
No fab. Real commitments.
NVIDIA reported $279B of supply and capacity commitments as of July 26, 2026.
Not debt. Not cash already spent. Some arrangements can change before firm orders.
Fabless is not a risk exemption.
Source: NVIDIA Q2 FY2027 10-Q.
The name on a chip is not necessarily the name on the factory.
Fabless designers own the product. Foundries, memory and packaging partners make shipment possible.
No fab does not mean no bottleneck.
ashxc.substack.com/p/why-fab…
Intel Q2 2026 revenue:
Products $15.1B Foundry $5.8B All Other $0.7B Eliminations −$5.5B = Net revenue $16.1B
Foundry includes internal sales to Intel Products. Segment revenue is not additive.
“IDM” is not ONE business.
Memory: pricing + capacity + mix.
Analog/power: broad demand + specialized processes.
Logic/hybrid: roadmap execution + fab utilization.
✍️Same ownership model. Three different economic clocks.
Why do some chip companies still own the factory?
Because sometimes the manufacturing process is part of the product.
But control comes with fixed costs, utilization risk and huge capital needs.
ashxc.substack.com/p/why-som…
“We designed our own chip” does not necessarily mean “we designed every circuit inside it.”
See the distinction between owning the product and creating every ingredient.
Which is less familiar to you: the design tools, or the IP that goes into the chip?
ashxc.substack.com/p/designi…
