NVDA
NVIDIA
-- 135.910 TSLA
Tesla
-- 394.740 RGTI
Rigetti Computing
-- 8.9300 PLTR
Palantir
-- 67.260 AMD
Advanced Micro Devices
-- 116.040 
$Droneshield Ltd (DRO.AU)$ the times are a changing fast.. ...
drone warfare is the future one drone can take out dozens of soldiers the bang for the buck is highly skewed in favor of a drone. you can witness videos online of a drone taking out an armored carrier a few thousand dollar drone taking out a $250 $300,000 piece of equipment in Ukraine on the battlefield with soldiers inside.
when Trump takes over January 20th these rules are going to be rewritten and the United States is not going to be buying from Chinese manufacturers not on the offensive side not on the defensive side.
watch.
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37+ yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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Trump 2.0 countdown: What's the next big opportunity in the markets?
🎙️️ Discussion: 1. Could Trump's cryptocurrency policies potentially benefit the crypto market? 2. Might his tariff policies have a positiv
Michael McCarthy CCO
Jan 3 11:57
Ask a strategist - Trump's first day
Too Tall : Great post. Any USA
based drone companies that you have your eyes on/recommend?
10baggerbamm OP Too Tall : the leading company right now is aerovironment avav. you look at the return to shareholders
it's enormous. a lot of this is because of the war that's going on in Ukraine the question is when President Trump resolves this war because Putin already has reached out to Trump and says he wants this to end and Putin's going to want to take over a portion of the land of Ukraine and there's going to have to be concessions made on a Ukraine's end but the war will come to an end so a company like this you really scratch your head and you say okay if the wars are going to be ending and Ukraine and Russia in the Middle East with Israel because that's going to come to an end too against Hamas and Hezbollah under Trump then the demand for these types of weapons will have to decline. well this is a company that stock if they have a decline in revenue year over year quarter to quarter stocks going to get crushed but the smaller companies that go from no orders to one order to two orders their revenue growth will be hundreds of a percent year every year so I think there's more upside in looking at the ones that are on the evolutionary cutting edge design of technology then a mature company like avav which is the 800 lb gorilla right now
MonkeyGee : Trump is going to shake the coconut tree. AMD and NVDA is going to drop because 100% of their chips are made in China.
10baggerbamm OP MonkeyGee : You sure about that you ever hear of a company called Taiwan semiconductor I don't think that they're Fab is in China
The majority of NVIDIA's advanced GPU chips are manufactured at TSMC's facilities in Taiwan, primarily in Hsinchu, Taichung, Tainan, and Kaohsiung. Additionally, TSMC is expanding its presence in the U.S. with a cutting-edge fab in Phoenix, Arizona, set to produce 4nm chips starting in 2025
MonkeyGee 10baggerbamm OP : That's still not USA. Don't think fab will be done in time.
10baggerbamm OP MonkeyGee : look the point is you're wrong you said China and they don't do shit in China it's Taiwan
MonkeyGee 10baggerbamm OP : People keep lying to themselves. HK is probably less Chinese than Taiwan.
10baggerbamm OP MonkeyGee : look you were wrong admit it that's what investing is it's admitting when you're right and admitting when you're wrong and owning your actions when you're wrong Taiwan is not China Taiwan is Taiwan and China is not going to do anything with Taiwan when Trump is President guaranteed will never happen
Too Tall 10baggerbamm OP : Thanks for the great feedback/insight. Merry Christmas