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TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?
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$NVIDIA (NVDA.US)$ I sit back and I take pause for a moment ...

$NVIDIA (NVDA.US)$ I sit back and I take pause for a moment and I think back three months ago and it was on a Sunday that Biden came out and said that he is going to limit the sales of AI chips to China and he listed several companies and Nvidia AMD down the line and then Tuesday we had ASM lithography Miss earnings Wednesday Taiwan semi and Wednesday is when Trump came out and said if Taiwan wants protection will pay the United States . and the entire chip sector got wrecked . and now what happened yesterday the Biden administration their regime did the same thing except now they're going to limit the sales to the Middle East Nvidia AMD go down the list and now you have ASM lithography pre-announcing and guiding lower for all of 2025 and it destroyed the entire chip rally again. and it really makes you sit back and wonder if people inside of the Biden cabinet you know pelosi and that group we're trading ahead on this news because I watched weakness today all morning long before the shoe dropped of ASM lithography and I'm scratching my head like why are they trading down when Nvidia just set a high we should be riding the coat tails of Nvidia and yet everything is trading lower and sure enough here comes the news from ASM lithography as if people were in the know knew about it in advance and were liquidating ahead of the news which cratered all chip stocks yet again.
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  • TableMooMoo : Yea.. I’m not optimistic for the next few days as well

  • 10baggerbamm OP TableMooMoo : well you got Taiwan semi coming out Thursday...  they beat last quarter but it didn't matter

  • LittleSoldier : Of course they know and of course I’m 💯 % sure they’re trading and manipulating the stocks for their benefit! Let’s be Realistic if they somehow manage to actually stop the flow of chip over seas does anyone actually believe the technology and actual chip won’t be distributed via black markets. This is just another attempt our Yes Fucked up Democrat Government displaying control where they not should be!!!!!  Always in the purpose of a Lie, which is it’s gonna benefit Americans when really they’re saying it’s going to fill our pockets full of cash!!

36 yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker. R/Everythingstocks
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