Markets, Meditations, and Mental Models

"Intel's $14B fab reclaim shocks markets"


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Liberation Day turns one year old with 89,000 fewer manufacturing jobs and tariffs struck down by the Supreme Court. Iran and Oman are drafting a Hormuz transit protocol. Intel paid $14.2B to reclaim its most advanced fab from Apollo. March payrolls land this morning into closed equity markets. Oil
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Markets, Meditations, and Mental ModelsBy Cosmic Trex