u/East_Accident1822

I think Breaking Points should bring in a Semiconductor expert, stock market “expert” and economic expert next week. Seriously.

(I know I hate on Saagar a lot. It’s 90% in good fun. But I think it would be very important.)

I think China is about to (or is currently) making a big play in the semiconductor field that might dramatically affect the AI/semiconductor sector in the stock market. I base this on 5 key points:

  1. Semiconductor and hardware giants make up roughly 30-35% of the S&P 500.
  2. Nvidia is the biggest semiconductor manufacturer in the US by market value.
  3. China has been trying to buy Nvidia chips for years.
  4. China has been known to ignore US patents.
  5. China just banned Nvidia gaming chips.

AI investment has never been larger and I feel like China has finally found the needle that might finally pop AI bubble, just when all of these AI data centers start popping up all over the nation.

I think the perfect time for China to announce semiconductor chips are being produced in country that rival Nvidia for half the price is right before Midterms. This could literally kill the US economy by itself but I think no one is paying enough attention to it because there’s a war with Iran going on. Imagine the dot-com bubble burst, but worse.

But maybe I’m wrong. It’s possible.

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u/East_Accident1822 — 2 days ago

Everything is turning out like Star Wars Episode 3

Either senate voting to give the president more power, the trade wars, a hot war.

My question:

Who’s Jar Jar Binks? Fetterman?

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u/East_Accident1822 — 2 days ago

How do you end the ceasefire?

I thought we were still in a (unilateral) ceasefire with Iran. Trump just said he stopped short of launching an attack because allies asked him not to launch an attack. Does that mean that we’re in a ceasefire until one of us attack?

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u/East_Accident1822 — 5 days ago

I TOLD YALL ALL HE COULD DO IS CATCH LOB’s. NOW WE’RE GOING TO HAVE TO PAY HIM $180 million+ OR LOSE HIM FOR NOTHING!

Troy weavers time bomb is going to force me to listen to Knick fans gloat for the next 6 months in the NBAeastmemewar subreddit.

u/East_Accident1822 — 9 days ago

Chances we could get Yordan?

I mean I’m sure we could put some kind of package together with the guys on our bench, plus one guy in our org to get Yordan Alvarez from the Astro’s. I’m sure a MVP level bat could salvage this part of the season.

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u/East_Accident1822 — 10 days ago

Then we can have real pitching chaos. Fuck bringing up a triple A pitcher. I want to see knuckle ball Rogers go five innings. Let’s see if McGonigle can really do it ALL. I bet Riley has a mean slider.

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u/East_Accident1822 — 17 days ago