TSLA
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Grab Holdings
-- 4.900 
$NVIDIA (NVDA.US)$ The company you want to keep any eye on i...
$NVIDIA (NVDA.US)$ The company you want to keep any eye on is $SMIC (00981.HK)$. They make all the Huawei chips, which are said to be as competitive as H100...I have no idea. If they start making profits, it might be time to consider selling nvidia shares...
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Trump 2.0 Era: How will global markets evolve?
🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context,
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Jan 23 16:54
MicroStrategy Q4 2024 earnings conference call
LELT : Only Taiwan Semiconductor can made these advance GPU chips whilst SMCI nothing more than making the rake with not much barrier to entry. Stop confusing yourself and others.
151654992 OP LELT : Nah, that's completely untrue. We don't make Huawei chips here.
LELT : Go and google
151654992 OP LELT : We don't do that lmao. We don't do the new GPU for AI. We used to make Huawei chips for other applications.
151654992 OP LELT : I can't tell you anything more, sorry about that.
李白的李 : Unless you can produce lithography machines yourself, there is no way. In the end, it is very likely that profit will be difficult due to the saturation of mature chips.
151654992 OP 李白的李 : They don't have to manufacture the EUVs.