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V
If this new company aims to replace ASML and claims to work with TSMC or Intel, then TSMC or Intel could verify the legitimacy of its...
Nov 6, 2025
FWIW, In the financial industry, "anybody can be an analyst" has been the case for a very long time :)
Nov 6, 2025
FWIW, In the financial industry, "anybody can be an analyst" has been the case for a very long time :)
Nov 6, 2025
It reminds me a lot of the dot com bubble. In 1996 people were starting to say "This is a bubble" but anyone who tried to short it got...
Nov 6, 2025
A
I think the energy infrastructure that is being built will last a long time and create economic opportunities for decades to come.
I...
Nov 6, 2025
A
There's no way of knowing when it'll happen, could be tomorrow, could in a years time
Nov 6, 2025
C
It reminds me a lot of the dot com bubble. In 1996 people were starting to say "This is a bubble" but anyone who tried to short it got...
Nov 6, 2025
He is not wrong:
“As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and...
Nov 6, 2025
He is not wrong:
“As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and...
Nov 6, 2025
This topic came up at an event I attended last night. It was deemed a fraud but we shall see. Dylan Patel's name came up as well. I hope...
Nov 6, 2025
“As I have long said, China is nanoseconds behind America in AI. It’s vital that America wins by racing ahead and winning developers...
Nov 6, 2025
L
Seems very similar to dot com bubble. We all knew that the companies were vastly overvalued and the crash was coming, but the stocks...
Nov 6, 2025
L
Bubbles like this could hit different companies at different times.
Nvidia getting hit is simply "a large drop in demand for their...
Nov 6, 2025
F
The amount of investment in AI data centers is ridiculous. There is no economic rationale for it whatsoever.
All this money is being...
Nov 6, 2025
S
I watched a panel last night with noted semiconductor professionals, including Dr. Ann Kelleher (retired Intel) talk about the AI...
Nov 6, 2025
Daniel Nenni reacted to Xebec's post in the thread I think Substrate is a $1 Billion Fraud: Part 1 with
Like.
FWIW, In the financial industry, "anybody can be an analyst" has been the case for a very long time :)
Xebec replied to the thread I think Substrate is a $1 Billion Fraud: Part 1.FWIW, In the financial industry, "anybody can be an analyst" has been the case for a very long time :)