Harrychuang
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ASML is not assured. It can be hit by a quiet launching of EUV machine or an alternate chips equally good as best of Nvidia. If that happen, chips war is over and ASML can sell without restrictions at collapsing prices.
ASML Could Surge From DeepSeek Revelations
Seem like they have hit their tops. If China were to announce the launching of EUV machine or an alternate chips that is equally good as Nvidia, that means end of chips war - free for all and China has promised to see chips like potatoes chips. All American funds will face massive redemption and some many not survive, like 2008 financial crisis. We cannot predict when but it will surprise us like DeepSeek.
ASML Sinks as China AI Startup Triggers Panic in Tech Stocks
DeepSeek is hitting all chips stocks today. Investors are beginning to realize how far ahead is DeepSeek against ChatCGT. There is heading downloading of the apps.
Why China Startup DeepSeek Could Spell Trouble For Nvidia, AI Stocks
Will the Dog Collar when the fundamentals of Apple is negative ie long term trend is down. Warren Buffet has proven he is smart and lucky enough to realize it and probably dumped everything. China is expected to have its own EUV machine anytime up to 3 years and also alternate type of advanced chips. When it happen, the chips wars is over as everybody will be scrambling to sell anything China wants because that is last chance. At that point Apple PE should be reduced to 5 or 80% down and there goes Walls Street. Just remember China developed DeepSeek at cost of $6 million whereas Silicon Valley spent billions and billions and is still behind in AI technology.
Apple: Why I Don't Care As Much About The Q1 Earnings Report
SMCI and Nvidia have been depressing lately. They seem to have broken supports and heading to God knows where. Hope bulls don't panic.
All the good surprises were out now and the rebound is overstretched. Looks like it will consolidate lower to 31 before challenging the upside. Healthy long term movement.
Super Micro Stock Drops. These Questions Still Need Answers
SMCI is collapsing now. Probably heading back to lower 20.
@Valerie Archibald:$SUPER MICRO COMPUTER INC(SMCI)$
Agree with you for long term. Short term look like going back to test the low. Look at Dell just announced results which is negative. SMCI is a competitor of Dell.
@Valerie Archibald:$SUPER MICRO COMPUTER INC(SMCI)$
I saw Stanley Druckenmiller's interview and he made sweeping statement about China. Take note China's economic achievement over the past 30/40 years are Chinese made, current situation are Chinese made and getting out of it to continue economic success will be Chinese make. Recently an assessment by an independent western institution found that China lead in 57 out of the 64 critical technology in the world. Of course this and many other achievements are not reflected in the market, partly due to the US$1.6 billion spent by US in bad mouthing and creating false narrative about China. Time will prove all these lies and America will be poorer for it.
Does Stanley Druckenmiller Know Something David Tepper Doesn't? The Billionaire Investor is Avoiding the China Rally and Investing in Another Foreign Market Instead.
Warren Buffet just have a narrow escape with Apple. Six months ago he was probably sweating in his pants and he played a deceiving game by stopping to announce his holding of Apple every month in order not to panic investors while reducing. From here onward he will quickly sell the rest of Apples before it collapse by 70%. Apple does not deserve PE of over 20 X. It's business outlook is only good for PE of 5 which means the share price should drop to $50.
What Buffett's Huge Apple Sale Really Means
I said here many months ago that Buffet is caught naked with so many shares in Apple. Lucky for him, there is the bullshit story about Apple going into AI which sustained the price for him to get out. He should be completely out of Apple within next 6 months. Apple may be slowly heading in direction of Nokia.
Berkshire Hathaway Slashes Apple Stake by Nearly 50%
There is a famous statement from Warren Buffet. Everybody look good during high tide. Only in tge low tide than you know who is naked. Unfortunately Buffet is already naked now with more than half his holdings in Apple. Just recently Hattheway announced it will not regularly disclose its holding and now we know tgey sold US$35 billion of Apple shares. When a man see his life work all in danger, he will said things to give confidence to Apple. Investors be careful here, after he sold everything, his subordinates can simply said since the last AGM we have reasses and holding Apple for long term is not in line with Hattaway's strategy. Nobody can blame him as he has to protect the company and its investors.
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