Subject: Re: 13F Financial Stock still a mystery
"totally agree. PG has also committed to reinstate full divvy within 5 years. INTEL is a behemoth who lost its way. I got back in about 16 months ago. Normally I bet the agressive semi-cycle. Its those stocks I have trimmed a bit recently as they are near nose bleed levels...However !!!!! I do believe we are in a super cycle , much like 30 years ago. It will be mad and bad, but there are clear "surer" bets within the industry. Depends what balance you want to strike in your personal PF between aggressive and sure bets. I ahve my own rule of thumb, which dictated trimming my aggressive bets very recently and adding to my surer bets and dry powder. On another note, but related to "tomorrow's world" I have taken some positions in cyber security stocks , ( a field I was oddly enough in , patent and all LOL)thats is going to be a much bigger part of the future , and I have some bets laid there. Its a fascinating world :-)"

Per our discussion the other day......

https://on.ft.com/4bMJHQb

That's a big fish! I think they've signed 3 or 4 other foundry customers already but only UMC Taiwan has been named till now. Again, I don't think it's going to be a smooth ride. Intel fluctuates by large and quick percentages for such a big company but if you're ok with the bumps it's future path is fairly certain. The US will be subsidizing them, chips will be needed and there is not enough production.