/biz/ - Business & Finance

>>20102325
This is a good point but goddamn is it frothy out there. Sure, Shopify might actually be the next Amazon, and yet they're not even really a competitor with Amazon. And Fastly might be an amazing product, NVIDIA might be in every datacenter and videogame console 5-10 years from now. And LULU has caught fucking fire.

But there's some real frothiness there. This EV bubble is going to end in tears. And I suspect the same for the DDTG crew (I don't actually follow that, but there's always a bagholder in this shit.

>>20043264
disregarding everything I say is priced in

>>20043259
you're right, of course.
But... Micron is a commodity semiconductor company... and Applied Materials is a semiconductor equipment company... and TSMC is a massive semi company that the US is going to subsidize bringing factories over... and NXPI has a lot going on with car production... and SMIC is the company China likely wants to dump more money into so it can help supply Huawei with the stuff they can't get from TSMC because Blumpf cut them off...

Yeah, yeah you're right.

I let go of AMD yesterday for a loss to try and trim my holdings, but of course it's a meme so it just shot up like 5% today. Fuckin hell.

AND THEN I WENT AND BOUGHT ALBERTSONS, WENDY'S, AND NXPI