Ultratech : is this based off the same article theyve been pumping for years everytime chips pull back ?

10baggerbamm : yeah he'll be selling them to companies in Chinatown New York City.. you know they need blackwells to increase the efficiency of their woks... and then when they realize after buying a few thousand of these if they can't use them they'll just ship them to their families in China they'll get to play with them right..
Biden already wants to regulate and put a group together to see who are the companies that are buying the chips can you imagine that... I'm sure Hunter would have one of these shell companies aligned up with China. Hunter needs a few thousand Blackwell for his straw artwork business

tataru : Intel and Amd team up mainly due to ARM , which is a threat to their x86 architecture. As for this unholy alliances, definitely they feel the threat is strong enough to want to do this

10baggerbamm : there's a difference and hopefully calmer heads prevail. AMD has a lot of different chips for a lot of different purposes and they can design or they can dust off an older version and sell to China what is not their leading state-of-the-art AI chips. ASM lithography does not have that ability they have one model this is what we build this is it and ask him lithography does not sell hundreds of millions of chips a year they sell about 120 to 130 pieces of equipment a year that's it that's their entire yearly sales. so it's easier for companies like Nvidia and AMD to conform to biden's anti-capitalistic regime.. and be perfectly fine also understand when Trump gets in office all of this can change very quickly and it will. but something seems fishy to me and I'll throw it out there and maybe it's just a purely random haphazard chance coincidence I don't think so 3 months ago on a Sunday Biden came out and said the same bullshit that he's going to limit sales to China or AMD Nvidia and other companies that were listed and that Tuesday ASM missed earnings and this tech stocks got ripped Wednesday Trump came out and said if Taiwan wants protection from China that they will pay the United States and even though TSM had great earnings and was trading up pre-market when Trump said that it was a rug pull event and everything got ripped hammered. so now fast forward you got bidened pulling the same bullshit again y Monday and then miraculously out of nowhere this information from Taiwan Sammy gets leaked out because they're not supposed to report until today so it just seems very bizarre to me but he makes these statements and then two days later each time ASM lithography misses earnings and causes a massive sell-off in the market the chip sector the tech sector. it's almost as if he's just relaying a word to everybody in the know on the inside hey look go short the market. of course that would be purely crazy talk right he would never do anything like that... or would he.

104983916 : Bcos it means they sold a lot less machines than what there are supposed to TSM.
Nvidia is TSMs main client.
So all semis share price drop last night

10baggerbamm 104983916 : and last week you have Jensen coming out saying they're 100% presold out for all the 2025 everybody's on allocation again which means if one person for some reason has a cancellation there's somebody saying I will take everything I want more.. so this does not impact Nvidia sales at all. ASM lithography said that the weakness was coming from the automotive sector they said this q40 last year they said it in q1 and they said it in Q2 and now they're basically saying it all for 2025 but we will not know the actual details until today because today is when the actual earnings were supposed to come out not somebody releasing them coincidentally just somehow somebody hit the send button and this information appeared online I mean that's criminal what happened and somebody made hundreds of millions of dollars off of this move by having put positions across the board because they knew this was going to happen they knew their impact that's the real question who leak this information out follow the money..