$Advanced Micro Devices (AMD.US)$ I don't know if anybody po...
$Advanced Micro Devices (AMD.US)$ I don't know if anybody posted this or not so if they did you don't need to read it.
I was reading last night that Ukraine downed a brand new state of the art Russian drone. they took it apart and it's filled with AMD chips. they show pictures they didn't specifically say AMD and the story but they said American manufactured chips and you could see the chips and look them up and they were basically AMD and one other company. where I'm going with this is very simple that Trump's now president and I think it's very possible and highly probable that you will see sanctions imposed preventing us technology companies from selling to Russia or to intermediaries that have business dealings with Russia.
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131313 : I thought this sanction has been there since 2022 with limited exceptions? correct me if I am wrong?
10baggerbamm OP 131313 : Biden has put multiple sanctions on different countries what I'm saying is these are brand new AMD chips that were found in the drone so I suspect if nothing less than from national security that Trump would probably limit sales to whoever the intermediaries are that are selling through to Russia. and Biden might do it before he leaves office who knows I mean they did it multiple times to Nvidia. they may list the chips specifically that we're in the pictures I again I don't know I'm just bringing this out to make awareness to people
71887960 10baggerbamm OP : they bought those chips through 3rd countries, nothing surprising here
努力跟上包小姐步伐 : it means the chips are too good ... but sadly it's not going to be a good news though
10baggerbamm OP 努力跟上包小姐步伐 : it's not a matter of being too good it's a matter of what is available and if amd is not selling directly to Russia they're selling to third party companies that are in turn reselling them to Russia and the bigger picture the bigger problem with the entire chip sector under Trump is hillimposed massive penalties on us companies for chips that are sold at wind up in China and in Russia I don't know how he's going to do it because I don't know how you regulate who those third-party companies are that are buying them but all he has to do is say it and all these stocks are going to get marked down
努力跟上包小姐步伐 10baggerbamm OP : I see... haven't read any news recently I should go and deep dive, thanks for the info
10baggerbamm OP 努力跟上包小姐步伐 : to give you an idea what the movement is on anything if Trump is just speaking about it. natural gas in the United States has been going no place but straight down. I mean it's just been a disaster to buy and hold it there are people that trade it has commodity brokers but the general trend has been like a ski slope. Trump picked up the phone over the weekend and called leaders of other countries and told them you will buy our natural gas that's what was reported Trump picked up the phone made phone calls to leaders and other countries saying you will buy our meaning US natural gas. natural gas is up over 5% and the leveraged ETF that I follow it's up over 10%. that is an enormous move in a day it hasn't had an upward movement in years and off of phone calls no terms just phone calls that Trump made. that's why all he needs to do is say anything like last time two quarters ago the day Taiwan semiconductor came out with earnings in July it just so happened to coincide with the day the China was saying that they're going to take over Taiwan and Trump said if Taiwan wants us protection they're going to have to pay so it didn't matter that TSM had great earnings it gapped down. and Trump wasn't even the elected president then he was just a candidate now he is president.