Lord_Aizen
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Lord_Aizen
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$Intel(INTC.US$ protectionism, domestic production and infrastructure
but let's face it at the core of intel lies a very incompetent management team that let go of their market dominance to both $Advanced Micro Devices(AMD.US$ and $NVIDIA(NVDA.US$
i don't have faith in the long term prospects of Intel to be very honest. they're still playing catch up in terms of their AI accelerator chips to both AMD and NVDA, and they still need a lot of time to build their new foundrie...
but let's face it at the core of intel lies a very incompetent management team that let go of their market dominance to both $Advanced Micro Devices(AMD.US$ and $NVIDIA(NVDA.US$
i don't have faith in the long term prospects of Intel to be very honest. they're still playing catch up in terms of their AI accelerator chips to both AMD and NVDA, and they still need a lot of time to build their new foundrie...
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$ASML Holding(ASML.US$ I am not certain it will be a continued blood bath during trading hours, today.
ASML is mostly a long term capacity capex for fabs product company. These products take years to construct, ship, calibrate.
Chips and servers are supplied from currently installed capacities. None of them will suffer this quarter or from the next quarter outlook.
Possibly will actually have unexpanded supply thus thus can maintain margins.
Looks like simplified thinking and overreaction fo...
ASML is mostly a long term capacity capex for fabs product company. These products take years to construct, ship, calibrate.
Chips and servers are supplied from currently installed capacities. None of them will suffer this quarter or from the next quarter outlook.
Possibly will actually have unexpanded supply thus thus can maintain margins.
Looks like simplified thinking and overreaction fo...
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$ASML Holding(ASML.US$ the CEO need to learn how to talk. the semicon industry is autually started recovering from set back.
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In a recent disclosure, US Representative Nancy Pelosi reported buying call options for $Broadcom(AVGO.US$.
These options, which are Long-term Equity Anticipation Securities (LEAPS), have a strike price of $800 and are set to expire in June 2025.
Nancy Pelosi's investment strategy has paid off before—she previously bought LEAPS call options for $NVIDIA(NVDA.US$ and $Palo Alto Networks(PANW.US$, reaping s...
These options, which are Long-term Equity Anticipation Securities (LEAPS), have a strike price of $800 and are set to expire in June 2025.
Nancy Pelosi's investment strategy has paid off before—she previously bought LEAPS call options for $NVIDIA(NVDA.US$ and $Palo Alto Networks(PANW.US$, reaping s...
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Lord_Aizen
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$HIMS already looking for buying back shares if they get cheap.
Strong expression of confidence in the business from the management
Strong expression of confidence in the business from the management
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