FearGreed
OP
:
Made in America! National champion. Attractive valuation. A solid investment to replace those fantasy speculations that are getting dumped.
FearGreed
OP
:
When everyone is talking about the shortage, it is probably the peak of the cycle. In a year or two, people will be talking about overcapacity. Intel has the valuation support and flexibility of the business model. Tsm and Samsung both have geopolitical risks.
FearGreed OP : Made in America! National champion. Attractive valuation. A solid investment to replace those fantasy speculations that are getting dumped.
QMengColdJoke : key is 7nm. that’s everything
FearGreed OP : When everyone is talking about the shortage, it is probably the peak of the cycle. In a year or two, people will be talking about overcapacity. Intel has the valuation support and flexibility of the business model. Tsm and Samsung both have geopolitical risks.