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.
Following the introduction of China's groundbreaking DeepSeek technology, Wall Street giants have revised their investment outlooks for the Chinese market.
FearGreed OP : Made in America! National champion. Attractive valuation. A solid investment to replace those fantasy speculations that are getting dumped.
ColdJoke : 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.