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The Good Morning Report – 8th of Aug 2025

Posted on August 8, 2025

5 Things that Grabbed my Attention

1. Trump is demanding the CEO of Intel. Lip-Bu Tan to stand down immediately due to his extensive conflicts of interest with China…..It’s been found that Lip is balls deep in the Chinese TECH industry!….Intel shares only fell by 3.18% – but with Trumpy and his people breathing down their necks it may keep rolling over.

2. I’ve moved to a HIGH CONVICTION BUY on Australian Agriculture (AAC) which means I think portfolios should have an above average sized weighting to it….I think it’s a bargain.

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