With the U.S. Producer Prices increased less than expected in July, hopes for a Fed rate cut in September have once again sparked upbeat sentiment in the U.S. stock market. Overnight, the three major indices surged, with the$Nasdaq Composite Index (.IXIC.US)$climbing over 2%. The chipmaker$NVIDIA (NVDA.US)$surged 6.53% on Tuesday. It has soared 17% in the past four sessions, adding nearly $424 billion in market ...
$Applied Materials (AMAT.US)$ Is the recent dip because the large funds are trying to reduce their liabilty if Taiwans Silicon shield fails and the PRC decides to do something? As a supplier of chip manufacturing equipment AMAT stands to benefit from chip manufacturing moving to other countries as supply chains seek to establish redundancy. The repercussion to the global economy would be immense if there is a blockade or invasion in Taiwan.
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10baggerbamm
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you better pray that China doesn't go into Taiwan because the US will protect Taiwan they're in Ally and you know what that means...
BagHolder23
OP
10baggerbamm
:
We're an ecosystem rather than independent nations so conflict is never good. Recent downturn for semiconductors started the same week Biden announced new export restrictions and Trump said that if elected he would prevent US military intervention between PRC and ROC. This is also why supply chains are looking to diversify their production base. But this doesn't fully explain the sell off, the demand for these products still exists, the businesses fundamentals have not changed, and they are all still announcing record profits. Which is why I ask, is this just an anxiety driven downturn and for an equipment manufacturer like AMAT isn't new manufacturing hubs being established a good thing?
10baggerbamm
BagHolder23
OP
:
the market's not rational that's number one number two you have massive Short selling taking place that's my opinion these hedge funds are bloodthirsty and they seize momentum opportunities they see the support lines just like everything else and they break them and it creates a cascading effect snowball downhill and after hours we'll just hit the bids they'll just keep selling naked shorting and slam the shit out of stocks. companies are still making money employees are still going to work it's an absence of buyers and when people start getting margin calls which I think started last week it accelerates the sell-off I listen to the CEO of interactive brokers and he was bragging about how much money they're making through margin interest people are getting wiped out right now liquidations are 330% if you sell stock versus bring in cash. and don't think for a moment well it's good for AMD because the same philosophy was oh it's good for Intel when I ran up to 37.. hello manufacturer chips in the US yeah and a foundry that doesn't even exist in California that won't be completed till late 28 29 maybe. everything is being sold as a basket it'll stop I don't know when it will I thought yesterday was a reversal but when one company moves a whole sector down it's not done
Space Dust
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guys, the Red Heifer. I know, it sounds .. yeah it does sound .. but.. THIRD TEMPLE is not a joke. The King " took a walk" alone on a country trail, before the current problems. it is on YouTube, three mountain bikers just come across him, in the countryside, walking ALONE .. then the bloody White and the black horse. His blood red portrait.. geopolitics get crazier , the deeper you go.
Chip tensions Global chip stocks tumbled amid potentially tighter restrictions on U.S. exports to China and escalating geopolitical tensions. U.S.-listed shares of ASML and Taiwan Semiconductor Manufacturing Co plunged 12% and 8%, respectively. The declines followed a Bloomberg report that the Biden administration is weighing tougher restrictions on companies exporting technology to China. Nvidia shares slumped more than 6%, while Arm Holdings, Lam Research, Applied M...
$Nasdaq Composite Index (.IXIC.US)$plunged 2.8%, its worst performance in a year and a half, while$Dow Jones Industrial Average (.DJI.US)$hit a new high.$Russell 2000 Index (.RUT.US)$fell over 1%, marking its first drop in six days. Notably, this was the first time since 2001 that the Nasdaq dropped over 2.5% while the Dow gained, indicating ongoing capital rotation. Chip stocks plummeted, with the Philadelphia Semiconductor Index diving nearly 7%, marking the biggest drop for the most popula...
RDK79 : Qualcomm - great company for decades! The Rodney Dangerfield of chip stocks.