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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: hummingbird   😊 😞
Number: of 15062 
Subject: Re: WEB's Taiwan Semi Sale
Date: 02/17/2023 1:56 PM
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absoluely he must have known it. He "may" have thought the Chips Act wouldnt pass....thats the only correlative factor I can think of. The china tensions post date, and the water issues predate, WEB's TSM purchase, but why he sold as much as he did still leaves me scratching my head too. with his Apple purchase he MUST have known anything relevent, as Apple has been in bed with TSM manufacturing for years... unless their LT strategy is to move away...... its a headscrather ..
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