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Super Brief: The Phone Call That Nobody's Making — Super Brief
Published 1 month, 4 weeks ago
Description
The Phone Call That Nobody's Making. Intel surging 23% on earnings is a market event. The reason it surged is a geopolitical one. TSMC manufactures over 90% of leading-edge logic chips from an island 100 miles from mainland China. The US military is currently running its largest sustained naval operation since the Gulf War, stretching