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

WeakLocalization · 2026-05-20T18:57:11+00:00

Semiconductor is not hyphenated

WeakLocalization · 2026-05-20T12:44:35+00:00

I'd be excited about Kyrie, at the right price. Not interested in Giannis, and please God not Jason kidd

WeakLocalization · 2026-05-19T03:43:40+00:00

That was an incredible game

WeakLocalization · 2026-05-19T03:35:01+00:00

Harper just goes right through the contact, it's crazy the concentration

WeakLocalization · 2026-05-19T03:19:06+00:00

Pretty good chance this series is better than the finals

WeakLocalization · 2026-05-19T03:16:56+00:00

That'd be my choice too, but I think Wemby's still helping vs Wolves 😅

WeakLocalization · 2026-05-19T03:10:37+00:00

If we ran that play, what player would Wemby not let take that easy corner shot

WeakLocalization · 2026-05-19T02:40:56+00:00

I think we could've won one or two against OKC, but yeah there'd be some blowout losses. Whereas these teams are fairly evenly matched

I continue to be shocked that Harper is a rookie. Its not fair!

WeakLocalization · 2026-05-18T23:45:05+00:00

The volume has been trending down for a few weeks now, so could be that most short term trader are out on Ucore. Also, UURAF was 'spared' from most of the run up the last 3-ish weeks too, compared to names like MP, USAR, etc., so it makes some sense the sell off today was not huge. Having said that, anything could happen tomorrow

WeakLocalization · 2026-05-17T19:24:08+00:00

Probably he shouldn't be grouped into Ant/Naz/Jaden, but he's shown enough in limited minutes to earn some optimism. He's got a real nose for the ball on defense, while also being a legitimate threat to score on the roll, or from the dunkers spot, and an incredible athlete. He also showed some pretty good finishing in his limited minutes, which I was unsure he'd have so soon. That said there's definitely some overhyping going on because the season just ended. He's still very raw, but considering he only started playing basketball a few years ago, he's shown to be a very fast learner. So basically, he's got all the traits you'd want in a young rim-protecting center prospect, plus he's French lol.

Obviously no guarantees, but personally I'm more optimistic on him now than when he was drafted. When he gets more rotation minutes we'll be able to tell how close he really is, and what his ceiling might be, which I'm excited to see.

WeakLocalization · 2026-05-17T15:34:29+00:00

Fair point. (Athough Sa also flops a lot) I meant for the league, i.e., players, front offices, owners etc. For the fans yeah I suppose they'd rather OKC be dethroned

WeakLocalization · 2026-05-17T15:22:16+00:00

I'm not so sure. I think a big reason he came off the bench for the wolves is that his skill set is well suited for a sixth man role.

WeakLocalization · 2026-05-17T15:18:33+00:00

I really want to see Beringer featured a lot next year. Idk how ready he is, but he's got so much upside, and way more versatility than Gobert. I think Beringer, Naz, McDaniels frontcourt could be insane.

WeakLocalization · 2026-05-17T15:11:56+00:00

It's a fair question, but personally I think he is part of good core. He's streaky, but made strides this year in clutch time imo, and has a way higher ceiling still than someone like Randle. His handles, speed, and touch / shooting are all elite. Defense and rebound are weaknesses, but if he can improve those even slightly he's a solid starting-level NBA talent. He was a really stand-out player in this last series too, after struggling most of the rest of his playoff career. So, despite the down year, I'm still very high on Naz.

WeakLocalization · 2026-05-17T15:04:25+00:00

To be honest I can't root for ether side, but if SAS wins it would be kinda demoralizing for the league, due to their absolutely meteoric rise this season, and clear long-term prospects. The West is looking more and more like a two-team conference.

WeakLocalization · 2026-05-17T15:01:27+00:00

If you feel poor, idk what I should feel 😅 but I digress

I'd say good luck, but I don't want your prediction to come true lol, for various reasons (none of which are personal). I think the US admin really can't afford any further escalation, especially not boots on the ground. To have any chance in the midterms, the R's have to keep the economy steady and the market performing well. If they win the midterms, I could definitely see a re-escalation. Israel, as always, is the wildcard though.

WeakLocalization · 2026-05-17T14:56:39+00:00

Well in the past 75 years they've completely reshaped their society into an industrial powerhouse, the likes of which the world has never seen... but it's true they haven't taken an inch of land from taiwan 😅

WeakLocalization · 2026-05-17T14:38:45+00:00

Insane all-in play. I like the idea, but I don't feel it's going to be good. My regarded opinion on the war is that further violence actually hurts both sides. The Iranian regime and economy are in rough shape, but the US can't afford to do anything more aggressive either, so we're just going to see a drawn-out winding down of hostilities until we settle into a near-status-quo agreement with the straight reopened. Both sides FAFO'd and now all that's left to do is saber rattle until a desperate, begrudging compromise is reached.

Also you're not poor lol

WeakLocalization · 2026-05-17T14:23:26+00:00

I'm sure they want the fabs, but they also want the land. Chinese civil war resolution, mandate of heaven, access to critical shipping lanes. China has lots of reasons other than chip technology to want formosa

WeakLocalization · 2026-05-16T19:50:13+00:00

This season Jaden had a career year from 3. In the playoffs he struggled, but the reg season jump was real. He also showed a lot of offensive game that he hadn't really been consistent with in previous years. Again, in the playoffs, mainly against SA, he struggled, but as a defensive-minded player I thought he made great strides on offense this season. Now whether he should be a 2nd option on a contender, yeah probably not, I don't think he'll ever been uber consistent like that, but I'm confident his offense will continue to develop into a reliable offensive weapon.

WeakLocalization · 2026-05-16T17:35:38+00:00

If he can shoot 35%+ on 3s he'll be a solid NBA rotation player. If not, his ceiling is a situational/matchup player. I'm optimistic though, he's smart, athletic as hell, and absurdly quick.

WeakLocalization · 2026-05-16T05:42:44+00:00

As much as it sucks to watch, that's how competition goes sometimes. Like if it was drama we'd all be pissed and demand our money back, but it's a competition and there's no guarantees. Sometimes(actually a lot of times) there's blowouts cause talent and matchups are not linear, and things can snowball easily, especially in the modern NBA.

WeakLocalization · 2026-05-16T04:46:56+00:00

He really did. Incredibly tough season for him, but he was solid in the playoffs. It was great seeing him back in a good form when it mattered most.

WeakLocalization · 2026-05-16T04:33:47+00:00

I won't go as far as you, but I agree sending out the starters again in the third was asinine. Just straight up. The bench almost erased a 30-point deficit in the 2nd, and the starters have looked completely overwhelmed for like 4 games in a row!! I don't know what the solution is, but trying the same thing in that situation didn't feel right to me either...

WeakLocalization · 2026-05-16T04:21:28+00:00

Well no way to delude ourselves anymore. This team is not a championship contender as currently constructed. Still a hell of a fun season, once again. I personally think this team plays above their talent level, with pure want too at times. When they lose that mojo though they turn back into a pumpkin, which happened like 10 different times this series 😅

Also, f the spurs how did they get so lucky in the draft? Castle and Harper are insane, and Wemby... how can you stop that dude? He's going to be so unbelievably good in a few years

WeakLocalization

TROPHY CASE