80% of SPY stocks are down today, goes to show the fab 7 weighting is great until it isnt

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If $NVDA GTC was the top of the AI bubble that would be fab

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Tesla is the only fab 7 that can bomb earnings and pump

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Delusion and hate and anger. I said “Don’t 🫠”. And you show this much emotion? Yikes. It might hit $100. But that’s 2x. the only thing saving them is their new Fab facilities and the governments need for state side x86 chip creation. But no one I know is buying consumer level Intel. So I think it’s a safe bet cuz government money printer go brrrr. But I don’t think 5x-10x is coming anytime soon. Lisa is clapping Intels cheeks.

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This will moon next year, the amount of fab jabs they are sending out is insane, the fact even competitors can’t keep up with the demand that Stacy wants the jabs, trust this one

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Now force them to use intel as the fab so that we are not reliant on chinas whims with TSMC.

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I love how everyone is creating their own AI-chip to take on NVDA Where exactly is all the fab capacity coming from? TSMC is booked out till the end of the century.

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I wonder if they'll fab with TSM or Intel

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Tech companies are doing circular investments in each other. It is just like the dot com bubble in that regard. As a software engineer, it’s quite obvious that AI has value but not the hyped promises coming out of tech exec mouths. AI won’t go away but some of these companies will. Open AI is spinning and desperate. They can’t pay for 40 percent of memory production. They are trying to create a monopoly in data center and it’s just going to cause pullback on spending unless you have to. Some computer companies will have supply issues. Wall Street hasn’t priced in the nand and ram price hikes with Dell, hp, hpe, Lenovo, Apple, Samsung, etc. Two stupid things happened during the dot com crash. Crazy spending on laying dark fiber which didn’t work out. Crazy anticipation on network and server equipment that wasn’t sustainable. Mapping to today, we have crazy power grid expansion plans including nuclear plants and other things. We have crazy preorders for ram and storage as well as gpu and fab time. If demand drops, it could hurt Intel and Samsung badly, weaken nvidia and tsmc, and put amd in a weird spot. Nvidia, amd, Intel, Qualcomm and OpenAI are all interconnected through investments now. This doesn’t even take into account tariffs or investments in the US for fabs.

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