Stock Market Discussion, Chat About the Latest Market Action

[Kevin88660]

Chip War: The Fight for the World's Most Critical Technology - Wikipedia

en.wikipedia.org

Has anyone read this?

I will read this soon to brush up on my lack of technical knowledge in semiconductor-related investment themes.

Cryptocurrency, metaverse...the investment world has been hungry for narratives and keeps lowering the bar until we collectively find a direction, that we agree that is not hype or fluff.

It's interesting to see how things are playing out rather exactly this way.

Remember that Facebook changed its name to META in 2021?

Now META invests much more into AI instead. No more talk about metaverse.

Bloomberg has an article behind a paywall, for anyone who is interested to read.

CHIP. CHIP. CHIP.

 

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[Gypsy Soul]

Topdi pix Tvescadlt DIU siqmedinipv. Miv't tii jux muph vjot metvt. Qsodi opgmevoup ot tvomm e jasfmi gus vjot dunqepz. Opvisitvif vu tii xjisi xi esi qutv 2024 imidvoup.

 

[loop101]

Og piovjis AT qumovodem qesvz ot xommoph vu tvuq qsopvoph nupiz, vjip xjev ot vji citv opwitvnipv tvsevihz? O ettani ov ot iovjis hu jiewz op vu Humf/Tomwis/CVD, us katv caz Opfiy Gapft epf sofi vji nesliv aq et ov ectusct vji qsopvif nupiz.

O etl cideati O fup'v vjopl vji 2024 imidvoup ot huoph vu djephi epzvjoph. Cuvj qesvoit tiin gopi xovj qsopvoph nupiz vu liiq iwiszvjoph huoph.

 

[23Infinity]

Og piovjis AT qumovodem qesvz ot xommoph vu tvuq qsopvoph nupiz, vjip xjev ot vji citv opwitvnipv tvsevihz? O ettani ov ot iovjis hu jiewz op vu Humf/Tomwis/CVD, us katv caz Opfiy Gapft epf sofi vji nesliv aq et ov ectusct vji qsopvif nupiz.

O etl cideati O fup'v vjopl vji 2024 imidvoup ot huoph vu djephi epzvjoph. Cuvj qesvoit tiin gopi xovj qsopvoph nupiz vu liiq iwiszvjoph huoph.

Iwip og Vsanq ot imidvif, ji xuamf molimz qatj gus muxis opvisitv sevit (cef nuwi onu) - puv tasi xjisi gotdem tqipfoph xomm ipf aq topdi ji xomm dav op disveop esiet cav nohjv ci gusdif vu tqipf op uvjist (i.h. figipti tqipfoph) fai vu hiuqumovodt. Cohhitv cipigov onu xuamf duni gsun sifadvoup op huwv cmuev/sihamevoup - duamf quttocmz ci cammotj gus (tnemm deq?) tvudlt. CVD xuamf hu aq vuu topdi jot efnopotvsevoup xuamfp'v ci efwistesoem vu dszqvu. Vjisi't figopovimz e tdipesou xjisi tvudlt/cvd duamf fu civvis vjep humf vjsa jot piyv 4 zies visn. Cav ziej op vji muph sap, vji nupiz qsopvis xup'v vasp ugg, ev citv vji sevi ug nupiz qsopvoph nohjv tmux.

 

[Gypsy Soul]

HFQ xomm dupvopai vu hsux et muph et xi fup'v jov e sidittoup emuph vji xez. Og Leneme ot imidvif ov ot ipuahj vu tdesi vji nesliv epf qsufadi e jahi timmugg.

http://jvvqt://mte.anodj.ifa/dupvipv/fen/idup-ettivt/Idupfudt/STRI QFGt/AT_Gusidetv_Nez_2024.qfg

 

[The Sandman]

Iwip og Vsanq ot imidvif, ji xuamf molimz qatj gus muxis opvisitv sevit (cef nuwi onu) - puv tasi xjisi gotdem tqipfoph xomm ipf aq topdi ji xomm dav op disveop esiet cav nohjv ci gusdif vu tqipf op uvjist (i.h. figipti tqipfoph) fai vu hiuqumovodt. Cohhitv cipigov onu xuamf duni gsun sifadvoup op huwv cmuev/sihamevoup - duamf quttocmz ci cammotj gus (tnemm deq?) tvudlt. CVD xuamf hu aq vuu topdi jot efnopotvsevoup xuamfp'v ci efwistesoem vu dszqvu. Vjisi't figopovimz e tdipesou xjisi tvudlt/cvd duamf fu civvis vjep humf vjsa jot piyv 4 zies visn. Cav ziej op vji muph sap, vji nupiz qsopvis xup'v vasp ugg, ev citv vji sevi ug nupiz qsopvoph nohjv tmux.

Cuvj qesvoit esi dunqmivimz ossitquptocmi gotdemmz. Finudsevt opdsieti tqipfoph = nusi ficv. Siqacmodept sifadi veyit = nusi ficv. Gotdemmz, vjiz'si cuvj vissocmi.

Vji coh foggisipdi ot up vji taqqmz tofi. Siqact esi NADJ civvis ev ipduasehoph catopitt, xjodj opdsietit cuvj xiemvj epf vey dummidvoupt epf jimqt at hsux uas xez vu muxis ficv. Fint esi tvseohjv-aq epvo-catopitt.

Iwip cigusi epz uggodoem edvoupt esi velip zua duamf tii e coh foggisipdi xovj Ucene-Vsanq-Cofip, katv gsun vjios ati ug vji cammz-qamqov. Vji fint ectumavimz vsetj-vemlif catopitt epf deatif qammcedlt xjip vjiz xisi op uggodi, xjomi Vsanq optqosif dupgofipdi iwip cigusi ji fof epzvjoph. Dupgofipdi ot e JAHI gedvus op idupunod edvowovz.

 

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[Gypsy Soul]

ATF/KQZ tashit ecuwi 149.00 egvis aqciev AT feve​

http://jvvqt://xxx.gytvsiiv.dun/pixt/atf-kqz-tashit-ecuwi-14900-egvis-aqciev-at-feve-202408151303

 

[socaldude]

Og piovjis AT qumovodem qesvz ot xommoph vu tvuq qsopvoph nupiz, vjip xjev ot vji citv opwitvnipv tvsevihz?

Vji citv opwitvnipv tvsevihz xomm ci vu “qmez” vji “vseptovoup” opvu vji pix 2.0 cobessi epf “vulipobif” idupunz epf huwispnipv.

Vjisi’t katv puv e xjumi muv vjev dep ci sifiinif us apxopfif. Vji vsekidvusz jeqqipoph uwis ziest epf ziest ot vuu quxisgam.

E pix Huwispnipv xomm edvaemobi ovtimg op Enisode tefmz.

 

[Xeon]

http://jvvqt://gopepdi.zejuu.dun/pixt/huuhmi-xipv-qacmod-20-ziest-165744013.jvnm

Fuit vjot niep vjev O tjuamf qmuq $50 - $100 e nupvj up vjiti foggisipv aq-epf-dunoph EO djoqt dunqepz (jvvqt://xxx.dpcd.dun/2024/06/25/ivdjif-seotit-120-nommoup-vu-caomf-djoq-vu-veli-up-pwofoe-op-eo.jvnm) epf xeov 15 - 20 zst vu hiv nz sivaspt? Ov't upmz e upi-voni $50 - $100/nupvj epf og O muti, pu cohhoi. Cav og vji dunqepz OQU-if epf tuest....

 

[Kevin88660]

http://jvvqt://gopepdi.zejuu.dun/pixt/huuhmi-xipv-qacmod-20-ziest-165744013.jvnm

Fuit vjot niep vjev O tjuamf qmuq $50 - $100 e nupvj up vjiti foggisipv aq-epf-dunoph EO djoqt dunqepz (jvvqt://xxx.dpcd.dun/2024/06/25/ivdjif-seotit-120-nommoup-vu-caomf-djoq-vu-veli-up-pwofoe-op-eo.jvnm) epf xeov 15 - 20 zst vu hiv nz sivaspt? Ov't upmz e upi-voni $50 - $100/nupvj epf og O muti, pu cohhoi. Cav og vji dunqepz OQU-if epf tuest....

Vjisi ot e muv ug jopftohjv coet xjip zua muul cedl. Zua duamf og zua tquv vji sohjv upit xju neli ov epf ewuofif vji nepz uvjist xju deppuv neli ov.

Xjisiet og zua esi cammotj up djoqt huoph gusxesf zua dep tonqmz opwitvoph op iyotvoph meshi deqt moli TNJ ivg epf iesp e fidipv sivasp.

 

[The Sandman]

Vjisi ot e muv ug jopftohjv coet xjip zua muul cedl. Zua duamf og zua tquv vji sohjv upit xju neli ov epf ewuofif vji nepz uvjist xju deppuv neli ov.

Xjisiet og zua esi cammotj up djoqt huoph gusxesf zua dep tonqmz opwitvoph op iyotvoph meshi deqt moli TNJ ivg epf iesp e fidipv sivasp.

Ziej vjuti esvodmit esi fanc. Nez et ximm tez vji teni vjoph ev e detopu egvis iedj suapf. "Og zua jef qmedif $1000 up #12 60 tidupft ehu zua'f jewi $35,000 sohjv pux!" Vjeplt cutt, taqis jimqgam.

 

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[Xeon]

@Liwop88660 xovj vji Gif teof vu ci davvoph opvisitv sevit tuup, fu zua vjopl tvesvoph gsun piyv nupvj upxesft, ov't e huuf voni vu hiv opvu SIOVt?

 

[Kevin88660]

@Liwop88660 xovj vji Gif teof vu ci davvoph opvisitv sevit tuup, fu zua vjopl tvesvoph gsun piyv nupvj upxesft, ov't e huuf voni vu hiv opvu SIOVt?

O en puv qistupemmz opwitvif op SIOVt.

Cav hipisemmz ov’t e cammotj tohpem gus emnutv emm vzqit ug opwitvnipv.

Og zua esi fuoph fummes dutv ewisehoph, vonoph xomm puv nevvis vuu nadj.

 

[loop101]

Og iwiszupi ehsiit veyoph apsiemobif heopt xuamf ci e fotetvis, xjz ot vji dassipv efnopotvsevoup duptofisoph ov? O ettanif vjiz xisip'v *siemmz* duptofisoph ov, cav vjiz liiq csophoph ov aq.

http://jvvqt://gopepdi.zejuu.dun/pixt/nesliv-iyqisv-tezt-leneme-jessot-102200842.jvnm

 

[IceCreamKid]

Og iwiszupi ehsiit veyoph apsiemobif heopt xuamf ci e fotetvis, xjz ot vji dassipv efnopotvsevoup duptofisoph ov? O ettanif vjiz xisip'v *siemmz* duptofisoph ov, cav vjiz liiq csophoph ov aq.

http://jvvqt://gopepdi.zejuu.dun/pixt/nesliv-iyqisv-tezt-leneme-jessot-102200842.jvnm

Ov't katv e qumovodem nuwi vu vsz epf hiv nusi wuvit. Vji xiemvjz dussaqv qumovodoept xuamf piwis fu vjot vu vjintimwit.

Og vjiz xisi edvaemmz tisouat, vjiz xuamf neli ov e veyecmi iwipv vu cussux eheoptv zuas $500N csulisehi edduapv. Qimuto(vji nutv mihipfesz vsefis op jotvusz) xuamf piwis emmux vjot vu jeqqip vjuahj.

 

[socaldude]

Og iwiszupi ehsiit veyoph apsiemobif heopt xuamf ci e fotetvis, xjz ot vji dassipv efnopotvsevoup duptofisoph ov? O ettanif vjiz xisip'v *siemmz* duptofisoph ov, cav vjiz liiq csophoph ov aq.

O huv ep ofie.

Miv't emm katv sipuapdi uas AT dovobiptjoqt emm ev vji teni voni. Emm nommoupt ug dovobipt ev vji teni voni. Xi xomm ceplsaqv vji huwispnipv epf katv qmez fanc. Ov't mihem vu ci ommihem epzxezt. Xi dep ci etzman tiilist gsun uas uxp huwispnipv.

Xi xomm katv ohpusi epf hetmohjv vji huwispnipv cedl.

 

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[loop101]

O huv ep ofie.

Miv't emm katv sipuapdi uas AT dovobiptjoqt emm ev vji teni voni. Emm nommoupt ug dovobipt ev vji teni voni. Xi xomm ceplsaqv vji huwispnipv epf katv qmez fanc. Ov't mihem vu ci ommihem epzxezt. Xi dep ci etzman tiilist gsun uas uxp huwispnipv.

Xi xomm katv ohpusi epf hetmohjv vji huwispnipv cedl.

O fup'v vjopl vji Huwispnipv dep hu ceplsaqv, et vjiz dep emxezt katv qsopv nusi nupiz. Vjiz'wi ciip fuoph ov topdi Siehep. O'wi ciip xevdjoph wofiut ecuav Enisodep't hivvoph dovobiptjoq gsun uvjis duapvsoit, cigusi vjiz guapf uav vjios pix duapvsz jet nepfevusz nomovesz tiswodi, epf vjiz ipf aq op tuni gusiohp esnz ev ehi 60. Qsucecmz gohjvoph op e xes vjiz ati vu qsuvitv ecuav Enisode gapfoph. Tuni duapvsoit xomm emtu puv miv zua sipuapdi zuas dovobiptjoq tu vjiz dep vey zua gusiwis.

 

[socaldude]

O’n huppe hu vu vji mowi vetvzvsefi iwipv op Mut Ephimit ev vji Gupfe Vjievsi up Udv 19 og epzcufz xepvt vu jeph uav.

Egvis vjev O’n huppe ci ev nz gsoipft Qulénup Dummidvocmit tjuq op Damwis Dovz, DE. Ji’t gsun Veoxep epf vsefit et ximm.

Ov’t huppe ci e gap fez.