Semi are fine
$Taiwan Semiconductor(TSM.US$ and $Advanced Micro Devices(AMD.US$ both raised guidances. $ON Semiconductor(ON.US$ had a good er. The whole semi is fine. MMs just want to shake off retailers and buy cheap.
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10baggerbamm : you're jumping the gun on AMD because everybody is looking to see their AI chip ni300, and this guidance comes out only during the conference call. if she raises the guidance I think it can move to 160 if she does not raise the guidance maintains it it will be flat to down on the open tomorrow
Salmon Klein : of course this industry is fine and healthy...problem is the money rotation thing that hedge funds likes to screw retailers man
Unger 10baggerbamm : You really think that will generate a down swing back to +-? Lets cross our thumbs, last Conf Call Lisa seemed hyped, can imagine she’ll be this time around to
Salmon Klein Unger : she has to rise guidance... They have a 110% increase in data centre...that thing is offsetting PC, games, etc... and can only improve with better GPUs
10baggerbamm Unger : if she doesn't raise the stock will be flat to down tomorrow absolutely because everything right now is so sensitive look at Microsoft it's getting fucking clubbed you have anything that's not that a liking and you're taking behind the wood shed and shot
Unger 10baggerbamm : There we go, thank god! Got my X10 bull certificate printing atm
why 韭菜 OP Salmon Klein : Exactly and hedging fund told retailers to go for $iShares Russell 2000 ETF (IWM.US)$ which is really not a good idea. Tech is better
Salmon Klein why 韭菜 OP : true true