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Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?


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Taiwan Semiconductor Manufacturing Co., the Taiwanese contract chipmaker that makes semiconductors for Nvidia among others, is reportedly eyeing a second site in the U.S.
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“I could rent the property and generate $800 a month in positive cash flow.”
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At least about $4.2 trillion of the estimated yearly costs needed to fund the artificial-intelligence buildout is currently not being covered, according to the consulting firm.
Business
A Quant (QNT) holder who pulled coins off exchanges in 2019 sent 9,000 QNT worth roughly $2 million to Coinbase and Kraken earlier today, booking an 884% gain on a $22.57 cost basis. The Alert That Lit up QNT Twitter Onchain trackers flagg…