What stops you from being all in DRAM?
>>62206878NO TOP-CALLING ON MYYYYYYYY BOAAAAAAAAARRRRRRRD
I don't know, 6 weeks and Intel suddenly is 3x. Nothing has changed except for a fake ceasefire.Why should I buy anything AI related now?
>>62206926Intel was always a distraction doe
actual realtalk you were supposed to buy Intel at 43, not 125, not because there's a massive pump. Trump is talking about how great he is so all this shit will reverse soon. Massive gap at 6500 on the s and p. I would bet by the end of summer the market has sharted itself back down and given back all these gains.
>>62206878>entirely swapsYou own nothing and cant even use options on it.
>>62206968so then what are you doing for the summer? just in treasury bonds?
>>62206878My native sense of caution.
>>62206990Not fomoing into shit that's already up 100% just because retarded /biz/bulls scream to buy.
>>62208506what if I just ask nicely
>>62206878i tried to tell /biz/ SNDK was trading at 9x forward earnings. they just didnt get it. long AMD, CRDO, MRVL, SNDK, ALAB
>>62208506try doing some real analysis beyond "uh its up 48% over some time frame so its a no from me". bro NVDA went up 1200% in 3 years.what are earnings? forward PE?
>>62208966Memory is just the second derivative of chips, which is all one bet that you believe the buildout isn’t being oversupplied. If it is, it all comes crashing down. >During the late 1990s dot-com bubble, telecommunications companies invested over $500 billion in laying millions of miles of fiber-optic cable. This massive overinvestment, driven by a desire to monopolize internet infrastructure, led to a crash when demand failed to meet expectations, leaving90% of the installed fiber unused, often referred to as "[dark fiber]"
>>62209017dont worry i believe the buildout will continue
>>62209017That fiber build out is one for the reasons Amerjcans having shit Internet was always stupid. Most of the time people just hadn't connected their house to the fiber.
>>62208966>>62208960>broI was a bull on sndk 6 months before you even heard of it, faggot. Not fomoing in now.
>>62209034>"projects 100 billion in revenue by 2028"That's 2 years from now, they're not going to achieve it because no one actually needs this shit.
>>62209017you're retarded, the hyperscalers are paying for it, not the semiconductor companiesenjoy staying poor
>>62209125Why are the semiconductor stocks going up, retard? Because the market assumes all the capex backlog being dumped into AI is going to continue. The second they pull back, or mcap earnings take a hit, it all comes down. Are you like 85 IQ or something?
>>62209127>>62209125It’s not even just the mcap. OpenAi/anthropic are pledging over 1 trillion in buildout. So with the mcaps, the market is pricing in nearly 2 trillion dollars of demand for chips. You are fucking retarded, like brown pajeet retarded, if you think that shit isn’t a bubble.
>>62206878I'm not a top buyer.
>>62209127>>62209133It's not OpenAI/Anthropic you midwits. It's expansion of Azure/GCP/AWS, where the re-sell the compute at a margin to customers. OpenAI and Anthropic are just two of those customers.Amazon/Microsoft/Google don't lose money as long as they have customers willing to pay to rent the additional compute (of which they already have a massive backlog)
>>62209093>luddite nonsensecool opinion. good luck with it. >>62209092youre a poor loser.
its funny how the poor people not making any money call people retarded. they used the free chatgpt in 2022 in their childhood bedroom and think they know whats going on.
>>62206926/biz/ is allergic to information. no wonder you are all poor.
>>62209157Nobody is going to need or want the compute, you moron. That’s literally the entire point. MSFT is literally already forcing people to use AI copilot because it’s useless dogshit. OpenAI failed to hit sub goals. Anthropic missed on revenue. Almost every company is forcing management to use AI because of “efficiency”. There isn’t even enough physical power for all the compute in the mythical AI revolution. The writing is already on the wall that this retard midwit “chips chips chips!!” bandwagon is on a crash course to 0.You are going to throw trillions in capex building compute for a sector (AI) that will produce 10 billion of profit/income a year
>>62206878That you are posting about it
Is it too late to enter SNDK?
>>62209284Do you think buying a 56X/year stock?Good
