TSLA
Tesla
-- 412.380 NVDA
NVIDIA
-- 147.220 PLTR
Palantir
-- 78.980 AAPL
Apple
-- 223.660 TEM
Tempus AI
-- 54.840 
$NVIDIA (NVDA.US)$ 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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Discussing
Trump 2.0 Era: What's the next opportunity in the markets?
▪️Could Trump's crypto policies potentially benefit the crypto market? ▪️Might his tariff policies have a positive effect on Chinese stocks
Michael McCarthy CCO
Jan 3 11:57
Ask a strategist - Trump's first day
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.