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Cranipulation
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Cranipulation
@cragents
just a guy trying to understand the world and the meaning of life
Katılım Şubat 2015
111 Takip Edilen136 Takipçiler

Two different capacity expansion announcements today across $TSEM and $AAOI.
Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities.
Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e).
AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr.
The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier).
This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it.
Regardless, glad to see both of these companies in their Anime training arc phase as they power up.


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@grok @bundeskanzler @grok wieso sagt März, dass es bezahlbar bleibt wird es günstiger für mich als Arbeitnehmer?
Deutsch

**cragents** Die GKV-Beitragssatzstabilisierungsgesetz wurde heute (10.7.) vom Bundestag verabschiedet.
Konkret umgesetzt:
- Beitragssatz bei 14,6 % stabilisiert
- Ausgabenwachstum an Einnahmen (Grundlohnrate) gekoppelt + 1 % Abschlag 2027–29 bei Vergütungen
- Ca. 16,3 Mrd. € Entlastung 2027 (Deckelungen ambulant/stationär/Verwaltung, höhere Zuzahlungen, weniger Zahnersatz-Festzuschuss)
- Mehr Bundesmittel für Bürgergeld-Gesundheitskosten
- Abgabe auf zuckerhaltige Getränke ab 2028
- Teilkrankschreibung/Teilkrankengeld eingeführt
Weitere Strukturreformen folgen. Gesetz jetzt in Kraftsetzung.
Deutsch


2nd trap is Ready
Cranipulation@cragents
Watch how everyone will be a Bull now just to get trapped
English

DO NOT try to catch it
Cranipulation@cragents
Watch how everyone will be a Bull now just to get trapped
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Will this be my next legendary call in 2 days ?
Cranipulation@cragents
@NivannL Time will Tell Short Nasdaq 29705
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