Copy Link jsheard 2 days ago Next Collapse Comment - And TSMC (and ASML).It's shovels all the way down. Reply View | 2 replies Copy Link jetbalsa 2 days ago Parent Next Collapse Comment - I bet the nerds making the PCBs, the jellybean parts and connectors are making mint as well. Reply View | 0 replies Copy Link re-thc 2 days ago Parent Prev Collapse Comment - Those 2 are close to monopolies anyway. Wouldn't matter either way. Reply View | 0 replies
Copy Link jetbalsa 2 days ago Parent Next Collapse Comment - I bet the nerds making the PCBs, the jellybean parts and connectors are making mint as well. Reply View | 0 replies
Copy Link re-thc 2 days ago Parent Prev Collapse Comment - Those 2 are close to monopolies anyway. Wouldn't matter either way. Reply View | 0 replies
Copy Link okokwhatever 2 days ago Prev Next Collapse Comment - Stock price does not say the same :'( Reply View | 5 replies Copy Link pvdebbe 2 days ago Parent Next Collapse Comment - Oh, you think it's undervalued? Reply View | 2 replies Copy Link re-thc 2 days ago Root Parent Collapse Comment - If you believe the US government will reopen the door to China sales, then yes. Highly rumored to be a thing soon. Reply View | 1 reply Copy Link okokwhatever 2 days ago Root Parent Collapse Comment - Source? Reply View | 0 replies Copy Link PunchyHamster 2 days ago Parent Prev Collapse Comment - can't just make a new fab in a year and capitalise on spike, and most big investors in it know it. Reply View | 1 reply Copy Link re-thc 2 days ago Root Parent Collapse Comment - They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore. Reply View | 0 replies
Copy Link pvdebbe 2 days ago Parent Next Collapse Comment - Oh, you think it's undervalued? Reply View | 2 replies Copy Link re-thc 2 days ago Root Parent Collapse Comment - If you believe the US government will reopen the door to China sales, then yes. Highly rumored to be a thing soon. Reply View | 1 reply Copy Link okokwhatever 2 days ago Root Parent Collapse Comment - Source? Reply View | 0 replies
Copy Link re-thc 2 days ago Root Parent Collapse Comment - If you believe the US government will reopen the door to China sales, then yes. Highly rumored to be a thing soon. Reply View | 1 reply Copy Link okokwhatever 2 days ago Root Parent Collapse Comment - Source? Reply View | 0 replies
Copy Link PunchyHamster 2 days ago Parent Prev Collapse Comment - can't just make a new fab in a year and capitalise on spike, and most big investors in it know it. Reply View | 1 reply Copy Link re-thc 2 days ago Root Parent Collapse Comment - They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore. Reply View | 0 replies
Copy Link re-thc 2 days ago Root Parent Collapse Comment - They "can". It happened during COVID and they got trapped by it so they're not taking the bite anymore. Reply View | 0 replies
Copy Link re-thc 2 days ago Prev Collapse Comment - Nvidia just got hit by Broadcom / Google on TPUs. There's also AMD behind its back. Not so simple. Reply View | 1 reply Copy Link bigyabai 2 days ago Parent Collapse Comment - If Google and AMD are the biggest threats to CUDA's monopoly, I'd argue Nvidia has nothing to worry about. Reply View | 0 replies
Copy Link bigyabai 2 days ago Parent Collapse Comment - If Google and AMD are the biggest threats to CUDA's monopoly, I'd argue Nvidia has nothing to worry about. Reply View | 0 replies
And TSMC (and ASML).
It's shovels all the way down.