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Lefty Colton Gordon is going with McCullers from Astros to Brewers. Crew adding to depth.
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Just as I say this:
$AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra)
AMD is collaborating with $ASX and SPIL.
As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356).
PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped as direct beneficiaries.
And of course second order beneficiaries like Foci or MSScorps also benefit.
But bullish on Taiwan supply chains all around from $AMD news.
Just in case you want to frontrun the next major catalyst:
$NVDA June 1 Computex/GTC Taipei keynote should be heavily bullish Taiwan optical ecosystem?
Just like when I went long on $TSEM and others in Nvidia’s US event.
Shunsin, Foci, Nextronics, MSScorps, and a lot of my Nvidia photonics ecosystem port might be critical mentions or have indirect catalysts there.
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Master class in grace from Rob Thomson 🇨🇦
Rob Thomson made himself available to reporters on Tuesday, which is rather rare for a manager who just lost his job. Here's why he did:
“If you’re an accountable person, if you’re a leader, you’re going to stand up in front of people and answer the questions when it’s all over. And I just wanted to make sure that I did that in the right way. It’s like the last four years, I hope that people feel like, whether I did a good job or a bad job, I represented this organization properly, with class and with dignity. So this is all part of it to me.”
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Designated hitter Marcell Ozuna and the Pittsburgh Pirates are in agreement on a one-year, $12 million contract with a mutual option for 2027, sources tell ESPN. The deal will pay Ozuna $10.5M this year with a $16M option that has a $1.5M buyout. @JonHeyman was first on the news.
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BREAKING: Star left-hander Framber Valdez and the Detroit Tigers are in agreement on a three-year, $115 million contract, sources tell ESPN. Valdez, 32, gets the highest AAV ever for a left-handed pitcher as well as the highest for a Latin American pitcher. Huge move for Detroit.
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BREAKING: Mets acquiring Freddy Peralta and Tobias Myers from the Brewers for Jett Williams and Brandon Sproat
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BREAKING: The New York Mets have acquired All-Star right-hander Freddy Peralta in a trade with the Milwaukee Brewers, sources tell ESPN. Deal is done. Top prospects Jett Williams and Brandon Sproat are headed to Milwaukee. One more big league pitcher will head to the Mets.
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BREAKING: OF/1B Cody Bellinger and the New York Yankees are in agreement on a free agent contract, sources tell ESPN.
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Full trade, per ESPN sources:
Mets receive: CF Luis Robert Jr.
White Sox receive: IF Luisangel Acuña and RHP Truman Pauley
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BREAKING: The New York Mets in agreement on a trade to acquire center fielder Luis Robert Jr. from the Chicago White Sox, sources tell ESPN. White Sox will receive two young players from the Mets.
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Source confirms Bichette deal with Mets, first reported by @WillSammon, is for three years, $126M. No deferrals. Opt-outs after years one and two.
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Three-way trade news: Tampa Bay, Cincinnati and the Los Angeles Angels are in agreement on a deal that will send outfielder Josh Lowe to the Angels, infielder Gavin Lux and right-hander Chris Clark to the Rays and left-handed reliever Brock Burke to the Reds, sources tell ESPN.
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Free-agent outfielder Kyle Tucker and the Los Angeles Dodgers are in agreement on a four-year, $240 million contract, according to sources familiar with the deal. It includes an opt out after year two.
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BREAKING: The Arizona Diamondbacks are acquiring eight-time All-Star third baseman Nolan Arenado in a trade with the St. Louis Cardinals, sources tell ESPN. Arenado has agreed to waive his no-trade clause and the deal is done.
First to say the deal was close was @katiejwoo.
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The Los Angeles Angels are acquiring infielder Vaughn Grissom in a trade with the Boston Red Sox, sources tell ESPN.
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Edwin Diaz and the Los Angeles Dodgers are in agreement on a deal, league source tells The Athletic.
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BREAKING: The New York Mets and Texas Rangers are finalizing a trade that would send second baseman Marcus Semien to the Mets and outfielder Brandon Nimmo to the Rangers, sources tell ESPN
















