Subscriptions - Talking to some parents at a recent kids birthday party (my kid was there, I wasn’t creeping out) I’m amazed how many subscriptions people have now, I ran a quick audit and we are still only paying for:

- Netflix (full tilt unfortunately, haven’t found a deal)

- Prime (no ongoing deals I can find but the shipping discount is worth it), and

- audible (I pay 1/2 price,flag it as too expensive and that’s a standard offer)
(Edit: Just canceled audible too)

Are we weird or are most of you still pretty light on the subscriptions?

Berkshire is hoarding so. much. cash.

Intel’s been lagging behind for years, while AMD has pulled far ahead in both consumer and professional-grade chips, it’s really not a close race anymore.

There’s this idea floating around that throwing enough cash at Intel will suddenly turn them into the next TSMC. But semiconductor manufacturing isn’t something you can ... See More rush, it’s a complex, slow-moving process that takes years of precision and experience.

Intel could recover some ground eventually, but framing them as the savior of American chipmaking feels more like a political talking point than a practical reality.

Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high cash hoard of 30%... chart via barchart.com / Longtermtrends

Looks like we're going through something, but who would have thought with all these tarrifs, inflation and trade wars going on

Where does this end up long term with small stocks suffering white giant caps are taking all the coin?

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