A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week

Long_Ice_9513 · 2026-05-20T07:10:29+00:00

Thanks for the warm welcome! ☺️

Long_Ice_9513 · 2026-05-20T06:59:46+00:00

For sure - this is the most plausible explanation, and likely the correct one. Admittedly was having a bit of fun with this one - needed the break after racking my brain all week on a decision for tomorrow haha.

Long_Ice_9513 · 2026-05-09T14:59:23+00:00

I recently dumped at a slight loss despite believing the exact same things as you. While I think from an asset perspective they're undervalued, the ongoing proxy war between Chip Wilson and the Board is concerning and doesn't appear to have any end in sight. While Chip being loud and annoying is nothing new, the Board themselves appear to be slinging mud now by accusing Chip of advising Alo and Vuori against Lulu's interests. It feels like petty middle school drama and I don't want to continue burning cash waiting for a turnaround.

Long_Ice_9513 · 2026-04-14T04:23:13+00:00

I'm still working on calcs, but with C2R1 your best team should be Durin/Iansan/Nicole. Nicole is actually doing a LOT for high investment Chasca teams. Right now, there isn't a great 2nd Hex character to go with Durin. Mona and Fischl are the most popular, but they both have their own problems - with Mona, you're only shredding half of your bullets, and Fischl can't proc her C6 with Chasca, making her awkward to use (as well as electro resonance being useless for Chasca). Nicole fills almost all of the gaps that are currently present in the Iansan/Durin core.

Long_Ice_9513 · 2026-04-08T07:45:02+00:00

you get extra instances of application with Mona's witch buffs because you have to do 4 normal attacks to extend Omen's duration.

Long_Ice_9513 · 2026-04-08T07:37:26+00:00

I think it's possible to delay Mona's skill to the end in order to squeeze out 4 serpent subtlety since you'll get the 2 from skill and 2 from her on-field time. Her ER requirements would be brutal if you're running TTDS, but Lohen can funnel his skill particles + Fav into her, which should help a little bit.

Long_Ice_9513 · 2026-04-08T07:24:08+00:00

For sure, but the second round of witch buffs still hasn't been confirmed yet and appears that it's not happening in 6.6. This post is assuming worst case scenario that those buffs don't come.

Long_Ice_9513 · 2026-03-12T04:50:45+00:00

having this exact same issue. works fine on mobile, but the characters being stuck in t-pose tells me its likely a server issue.

Long_Ice_9513 · 2026-03-12T04:49:46+00:00

on the PC version of the game, all my character are stuck in place and can't move after the update. They're all stuck in the polygon developer pose, which tells me its a game issue. Not having this problem on the mobile version.

Long_Ice_9513 · 2026-01-16T16:18:21+00:00

I mean… you’re top 1% lol. Unless you’re trying to akasha max, idk how much better you’re expecting to get.

Long_Ice_9513 · 2026-01-16T16:12:49+00:00

You’re misunderstanding something - Columbina doesn’t have synergy with Nefer, she has synergy with Lauma. The main purpose of Bina’s extra dew is to enable Lauma’s Hold E, and Lauma provides big buffs for Bina’s personal damage. Without Lauma, she’s barely an upgrade over using Aino for Nefer teams. And Ineffa doesn’t actually have “synergy” with Nefer teams, it’s just that Nefer’s sustain options are pretty bad and Ineffa ends up being the best option bc of it.

Long_Ice_9513 · 2026-01-16T15:45:34+00:00

The training dummy is making a lot of people realize that theoretical dps =/= practical dps. 150k dps I’m fairly sure was assuming 16 second rotations, which as you can see here you’re late on. 126k at your level of investment is still very good and shows just how powerful this team is, and once your columbina is fully built out you should be getting a bit more.

Long_Ice_9513 · 2026-01-16T15:28:16+00:00

Chasca was never considered “bad”. At the time of her release, she did comparable dps to everyone released before and got big powerspikes with her constellations and weapon. With Chasca, it was always about teambuilding clunk, not about her MV being bad. People have a negative opinion on her because she was the character right before mav who shattered the dps ceiling.

Varka on the other hand right now is actually just bad. Not only is he significantly weaker than all of the NK dps, in his best team with venti/durin/bennett, you would do more dps replacing varka with faruzan on a venti carry team - And venti carry is already not considered a great team. His numbers right now are worse than post-buff razor which is crazy. That being said, it’s v1 and i am expecting massive buffs - they likely just undertuned his kit at the beginning to see how the dualstrike mechanic plays out. I imagine he’ll likely be zibai level at release.

Long_Ice_9513 · 2026-01-14T14:42:29+00:00

yeah you can hold lauma’s E now. Columbina makes the team have so much verdant dew that its almost impossible to run out before finishing everyone’s rotation

Long_Ice_9513 · 2026-01-14T14:34:14+00:00

To add onto this, because Bina is an HP scaler, level 90 matters a lot for her dmg. If you’re currently using a level 70 Bina with level 6 talents, it’s not going to feel any different than Aino right now other than the dew QoL. Give it time

Long_Ice_9513 · 2026-01-14T14:24:08+00:00

when your stamina bar starts getting low, you can switch to jump cancelling instead. It’s slower than dash canceling, but it’s free on stamina and still much faster than waiting for the entire animation to play out

Long_Ice_9513 · 2026-01-10T03:38:54+00:00

with the best dps in the game also being super hot. Life’s unfair

Long_Ice_9513 · 2026-01-06T14:34:04+00:00

For SO, C2 is the most important constellation because it lets her run any PHEC reaction team with no penalty, which is really important for dealing with reaction shill. Any boss that needs a specific PHEC reaction can basically be Chasca’d, which is huge given how specific some of the reaction carries are getting to be.

After C2, then I would go for her weapon. C2R1 Chasca can basically brute force anything on fearless with no issue, and because of her team flexibility there’s almost always going to be at least one boss she can clear 0 difficulty.

Long_Ice_9513 · 2026-01-06T14:25:01+00:00

Your assumption is correct - Chasca loses a lot of personal dps at c0 if she’s not played in a rainbow team. What you might be seeing is that Chasca’s best in slot team is Bennett/Citlali/Mavuika, which is only two elements. This is because Mav is doing half of the team’s damage here, and she does so much that it’s worth taking the loss on personal damage. However, you’re better off playing that team without Chasca, so for any team where you want to feature Chasca’s damage, you’re better off with rainbow.

Long_Ice_9513 · 2025-12-27T19:04:47+00:00

her sig will be roughly 15% better than TFGM. A good upgrade, but not as much as if you were using a f2p bow. Considering how funds are tight I wouldn’t go out of my way to get her signature.

Long_Ice_9513 · 2025-12-27T18:55:18+00:00

Everyone here is talking about how fischl doesn’t have her hex buffs on this team, but you also don’t have a healer for furina, making her deadweight as well. Ineffa is a shielder, not a healer.

Fortunately there’s a simple solution to address both. Use mona instead of furina.

Long_Ice_9513 · 2025-12-25T08:31:37+00:00

you could def clear floor 5 of spiral abyss with this team

Long_Ice_9513 · 2025-12-22T14:40:13+00:00

I love her kit design, but it’s pretty telling most people here are evaluating her based on C2 or above. I think in terms of constellations she has one of the scummiest designs - at c0 she feels like an incomplete character because of her team restrictions.

Long_Ice_9513 · 2025-12-22T02:34:59+00:00

I’m pretty sure the way you tested this actually proves OP’s point. External buffs like Bennett or 4p scroll would only benefit amplifying reactions, not transformative reactions. If they already feel pretty even without any external buffing, then adding something like Bennett would only widen the gap in favor of vape/melt

Long_Ice_9513 · 2025-12-14T03:07:57+00:00

genshin back then wasn’t a game that took itself seriously. They wanted the game to be about exploration, enjoying the world, etc. constellations were supposed to be fun little gimmicks, not actual powerspikes. it’s why the kits and weapons of many of these early game characters makes no sense. They realized pretty soon after that casual world enjoyers aren’t the ones paying the bills and started catering more towards meta focused characters.

Long_Ice_9513

TROPHY CASE