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RE: LeoThread 2025-12-12 16-23

in LeoFinance4 hours ago

end consumers It's much cheaper to go on these cruises even on the higher ends for Norwegian than it is to go to Disney World and take Your family for trips, and you know I think again You're gonna see separation you saw it also today day with with micron warning again You know huge inventory concerns well you know and I don't know if it's apples apples comparison You could say you know they're both in the same industry But Taiwan semi more money coming into it these guys have I mean their margins are incredibly high that one of the few I think Samsung, and I don't know if Intel still has the fabs and makes Chips they do, but again. We're gonna get out of this business back into this business do the Biden plan But you know micron warning again But Taiwan seven is much much better place where they have higher margins and have pricing power because they did the biggest and the best And they're probably still you know close to Full capacity as as you know did their clients have all the (27/36)