Covello bashes Intel for capex -
but what about TSMC capex?
No comments - nada - just put TSMC on conviction buy list while upgrading AMAT because AMAT benefits form TSMC capex.
what a slime dog....
the "market" is not even close in comprehending the fall out from TSMC capex on ARM eco system - they will wait until the guano will hit the fan -