@416ash

RT @AaronHectorCFP: A joint account issues tax slips with the SIN of the first/primary account holder on the tax slips. Just because the s…

🇨🇦 50% of Canada is the letter 'A'

@PassiveCndIncom No idea. Wait and watch mode. I should simplify my holdings and just do a single broad index ETF, but my trigger finger is disconnected from my brain.

@416ash haha wow u really did cash in. where u gonna deploy that cash?

Took some profits off the table this morning and sold a chunk of suncor. $su Its still 7% of our portfolio but it was at 9% =) Energy has been fantastic. (and should continue to be) but its our top sector by a long shot. Put the proceeds into $bam

PP @PierrePoilievre absolutely nails it. Every young person needs to watch this clip. h/t @Tablesalt13

Congrats to your gains as well. I don’t think they’ll tax these gains, as the sliding scale of royalties already helps govts out. Plus this Liberal government has an anti-business reputation to shake and needs to show capital investment returning to Canada. Just a lay person’s opinion. Sold 100% OXY, VET, and WCP. 75% of CNE and put in a sell limit order on all my TOU. I’ll keep CNQ, ALTA and my pipes and utilities.

@416ash ill be honest it was hard to sell. I just dont see things booming other then oil and gas but its also really political. I could see the govt slapping some kind of new tax on all this profit cdn energy is making and the public may actually cheer it on. congrats on ur gains!

Donating Before You Exit by Jason Pereira fpcollective.ca/donating-befor…

RT @chigrl: WCS is trading $80... l'm enough to remember when it was trading at a $40 discount to WTI

Ottawa’s appeal of the Emergencies Act case shows contempt for civilians and corporations theglobeandmail.com/business/comme…

If you sold on Liberation Day – you missed 34% recovery in $SPX If you sold on Silicon Valley collapse spring 2023 – you missed 78% in $SPX If you sold on Covid in spring 2020 – you missed 198% recovery in $SPX

This government is so busy traveling, racking up restaurant bills, and grifting the Canadian taxpayer; they’re unplugged from their own ministries. There is no accountability or pride in their work. Carney could GAF.

"Canada’s story gets even more depressing when only young people under 25 are counted. The country then falls to 71st, another new low. Young people were once, on average, the happiest Canadian cohort; now they’re the most miserable. And when compared to 136 countries, that 10-year drop in life satisfaction is one of the largest in the world, placing Canada just four slots from the bottom."

A $1.75 Billion Federal IT project, now $6.6 Billion. No one is accountable. Have we forgotten how much money $6.6 Billion dollars is? For IT systems? For the services Canadians get?

They pulled off the impossible: made a real human video look 100% AI generated 🤣

“for up to five years…”

Great news for 🇨🇦→🇺🇸 exporters! The new SCOTUS ruling eliminates the 35% IEEPA tariffs and replaces them with a 10% Section 122 tariff—with USMCA goods still duty free. 🔥 ~25% tariff reduction 📦 90% of Canadian exports unaffected 🗓️More predictable rules (Section 122 capped + time‑limited) 🔍 No stacking with USMCA or Section 232 Lower duties. More stability. Stronger cross‑border trade. We are here to help. Get started with a UPS shipping discount today at ups.com/get-discounted… #Trade #Tariffs #Save

In 2006, Philips sold 80% stake in NXP for $8B to PE. In 2007, Philips started selling 16% stake in TSMC for ~$9B (it owned 28% in 1987 founding). Philips owned ~50% of ASML at its 1995 IPO and fully exited position by 2007. Took semiconductors cash outs to double down on lighting technology and medical devices (its largest deal ever wss $5B for sleep & respiratory care firm Respironics). Could’ve been worth $650B but now worth $27B. Wild.

Funeral details for the .07% will be released shortly.

From Grok: **Currently (as of March 2026), China is not close to replicating ASML’s EUV lithography technology.** They have achieved a significant milestone with a working prototype EUV machine completed in early 2025 in a high-security Shenzhen laboratory (coordinated by Huawei with involvement from institutes like the Changchun Institute of Optics and Shanghai Institute of Optics, plus SMEE for integration). This prototype successfully generates 13.5 nm EUV light by vaporizing tin droplets with lasers, and it is undergoing testing. However, it has **not produced any functional chips yet**. The machine is described as crude and factory-sized, relying heavily on reverse-engineered components from older ASML machines (sourced secondhand) and poached former ASML engineers (recruited with massive bonuses). Major gaps remain in precision optics (e.g., multilayer mirrors equivalent to Carl Zeiss), light source power/stability/contamination control, throughput, and overall system integration for high-volume manufacturing (HVM).5030 China’s leading domestic lithography firm (SMEE) is only at 90 nm production with DUV tools and testing 28 nm immersion—comparable to ASML’s 2008-era technology. SMIC produces 5–7 nm chips via multi-patterned DUV (costlier and lower-yield than true EUV). Top Chinese semiconductor executives (from SMIC, YMTC, Naura, Empyrean) openly admitted in March 2026 that domestic efforts are “small, fragmented, and weak,” with breakthroughs only in isolated components (lasers, stages, optics) but no full EUV system. ASML’s CEO has stated China is “at least eight generations behind” in EUV, with no near-term disruptive breakthrough possible.518 EUV’s extreme complexity (100,000+ components from 5,000+ suppliers, with ASML as integrator) and physics (sub-nanometer alignment, 9G accelerations, contamination-free operation) make rapid replication extraordinarily difficult—ASML took nearly two decades and billions in global collaboration to reach commercial viability. **In 5 years (by ~2031):** China could achieve limited/pilot production of functional advanced chips using domestic EUV, but it would be a partial and lower-performance replication of ASML’s technology. Government insiders target working chips by 2028 (optimistic), with 2030 viewed as more realistic. By 2031, this might enable low-volume manufacturing at 5–7 nm equivalents for domestic AI, military, or high-end needs, providing some self-reliance amid sanctions. However, yields, costs, throughput, and precision would lag significantly behind ASML’s current EUV tools (let alone the High-NA EUV systems ASML is already qualifying for mass production and sub-2 nm nodes). Full integration and supply-chain maturity would still be emerging, and China would likely remain 1–2 generations behind Western leaders. The March 2026 executive push explicitly frames 2026–2030 as the window for “localizing EUV lithography equipment” via a national coordinated effort (pooling resources for EDA, wafers, and full systems) **In 10 years (by ~2036):** China is likely to have a mature, operational domestic EUV ecosystem capable of high-volume production for leading-edge chips, representing substantial replication of ASML-level technology (at least matching ASML’s mid-2020s capabilities)….

Ten years ago, 🇨🇦 was #6.