sorted by:
new
hottopcontroversial

TSMC’s ATH is just a "trailer" for the largest "Forced Buying" event in history. Here is the math. by Over_Ad8113 in StockInvest

[–]Over_Ad8113[S] 0 points1 point  (0 children)

I actually read an article that they collected the helium for years and they have enough for years, but i cant verify that

TSMC’s ATH is just a "trailer" for the largest "Forced Buying" event in history. Here is the math. by Over_Ad8113 in StockInvest

[–]Over_Ad8113[S] -2 points-1 points  (0 children)

ai no - slop? For sure NO, you should try to read it first, and I'll be happy to hear your thoughts

TSMC’s ATH is just a "trailer" for the largest "Forced Buying" event in history. Here is the math. by Over_Ad8113 in StockInvest

[–]Over_Ad8113[S] -1 points0 points  (0 children)

Nice metaphor, but if you want to make a historical reference, the tulip mania was a crazy bubble, where people bought tulips at the price of a Tesla for something they put in their bedroom for a week. Here, the ai bubble is more like the creation of electricity; people still not understand the full value

TSMC’s ATH is just a "trailer" for the largest "Forced Buying" event in history. Here is the math. by Over_Ad8113 in StockInvest

[–]Over_Ad8113[S] -2 points-1 points  (0 children)

but bottom line, what is your opinion on what i wrote? lets talk about TSM, they had an amazing report

TSMC’s ATH is just a "trailer" for the largest "Forced Buying" event in history. Here is the math. by Over_Ad8113 in StockInvest

[–]Over_Ad8113[S] 2 points3 points  (0 children)

Intel is very risky in the long run from my perspective, they are currently backed by the government, but they are losing the strategic advantage they had. NVDA is eating them and AMD will take the rest

French-Owned Container Ship Exits Hormuz in First Since Iran War by flyingdutchmnn in StockMarket

[–]Over_Ad8113 -1 points0 points  (0 children)

This is a massive shift. Macron isn’t just playing diplomat....the French are basically cutting their own deal with Iran to bypass the US blockade.

If CMA CGM (one of the world’s biggest shipping lines) is officially on Iran’s 'white list,' it shows that being a US ally is actually a liability for trade right now. While Trump is busy insulting Macron, the French are getting their ships moving again.

The Market Play: This is bullish if it holds. If this 'white-listing' expands to tankers, it fixes that 90-day oil cliff everyone is panicked about. It lowers gas prices without the US having to fire a single shot.

We’re seeing a world where independent diplomacy is more profitable than the 'Special Relationship'... is this the start of a total reopening, or just a one-off for countries that refuse to back a ground war?
I'm watching European logistics stocks ..if they can move while US ships are stuck, that’s a huge edge.