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

MONTA CFA : very insightful analysis on TSMC, highly recommend reading

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.