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Anonymous (ID: hSGvYBXF)
Semiconductor and tech: Is it (...) 05/25/26(Mon)09:28:19 No.62271634

File: IMG_3056.png (407 KB, 2382x1675)

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Semiconductor and tech: Is it a bubble? Anonymous (ID: hSGvYBXF) 05/25/26(Mon)09:28:19 No.62271634

Anonymous (ID: TOqz5pea)
05/25/26(Mon)09:48:13 No.62271680

Anonymous (ID: TOqz5pea) 05/25/26(Mon)09:48:13 No.62271680

>>62271634
Wait until the SpaceX, OpenAI and Anthropic IPOs if you want to see what a bubble is

Anonymous (ID: naV96EDA)
05/25/26(Mon)09:49:37 No.62271683

Anonymous (ID: naV96EDA) 05/25/26(Mon)09:49:37 No.62271683

Bottleneck on semis/memory. More bottlenecks to come.

Anonymous (ID: x2ewwE5B)
05/25/26(Mon)11:25:50 No.62271900

Anonymous (ID: x2ewwE5B) 05/25/26(Mon)11:25:50 No.62271900

>>62271634
Bottleneck THIS
*unzips dick*

Anonymous (ID: YAul3M9t)
05/25/26(Mon)11:29:45 No.62271911

Anonymous (ID: YAul3M9t) 05/25/26(Mon)11:29:45 No.62271911

>>62271900
*rezips dick*
*shoves dick into a bottle*

Anonymous (ID: Nieq/M0J)
05/25/26(Mon)12:06:04 No.62272027

Anonymous (ID: Nieq/M0J) 05/25/26(Mon)12:06:04 No.62272027

>>62271634
Not adjusting for inflation noob!

Anonymous (ID: NSxfwsCl)
05/25/26(Mon)12:07:58 No.62272032

Anonymous (ID: NSxfwsCl) 05/25/26(Mon)12:07:58 No.62272032

Nah intel is for sure worth 120x forward earnings.

Anonymous (ID: K0GIvbQb)
05/25/26(Mon)14:11:52 No.62272401

Anonymous (ID: K0GIvbQb) 05/25/26(Mon)14:11:52 No.62272401

>>62271683
What do you think about 3M?

Anonymous (ID: naV96EDA)
05/25/26(Mon)14:20:01 No.62272417

Anonymous (ID: naV96EDA) 05/25/26(Mon)14:20:01 No.62272417

>>62272401
I think you're looking in the right places

Anonymous (ID: elXW4Phh)
05/25/26(Mon)14:30:57 No.62272443

Anonymous (ID: elXW4Phh) 05/25/26(Mon)14:30:57 No.62272443

>>62272401
this + AGC Inc (only manufacturer of EUV lithography mask blanks that can handle every aspect from glass substrates to coating)

Anonymous (ID: iB+gSIvK)
05/25/26(Mon)14:43:15 No.62272472

Anonymous (ID: iB+gSIvK) 05/25/26(Mon)14:43:15 No.62272472

Semi is simply because there is not an infinite demand for compute.

Anonymous (ID: eA7s0VVX)
05/25/26(Mon)15:05:57 No.62272517

Anonymous (ID: eA7s0VVX) 05/25/26(Mon)15:05:57 No.62272517

>>62271634
No. the market is ruthlessly efficient and rational

Anonymous (ID: O/YxXxOz)
05/26/26(Tue)13:09:08 No.62275935

Anonymous (ID: O/YxXxOz) 05/26/26(Tue)13:09:08 No.62275935

File: amd stock go brrrr.png (139 KB, 1147x745)

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when will these tech shits dump so I can buy in?

Anonymous (ID: 9kDVGA2W)
05/26/26(Tue)13:23:59 No.62275993

Anonymous (ID: 9kDVGA2W) 05/26/26(Tue)13:23:59 No.62275993

>>62272032
This. Dont underestimate the power of positive thinking

Anonymous (ID: 9THsQ8RC)
05/26/26(Tue)13:26:16 No.62276000

Anonymous (ID: 9THsQ8RC) 05/26/26(Tue)13:26:16 No.62276000

It's absolutely a bubble but you can get fucking killed betting against market momentum. You making a smug basedjak face and shorting can make you super fucking poor super fucking fast.

Anonymous (ID: ffPtB3RZ)
05/26/26(Tue)13:38:34 No.62276049

Anonymous (ID: ffPtB3RZ) 05/26/26(Tue)13:38:34 No.62276049

>>62275935
>Bought at $60
My only regret is that I got a mortgage for stability when all of that could go into AMD. $250k would have made me a millionaire by now. Cest la vie.

Anonymous (ID: 6GnbJJBN)
05/26/26(Tue)20:57:56 No.62277872

Anonymous (ID: 6GnbJJBN) 05/26/26(Tue)20:57:56 No.62277872

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>>62271634
We don't know until time has elapsed. Anyone telling you different is lying.

Anonymous (ID: laxqBuyN)
05/26/26(Tue)21:18:41 No.62277935

Anonymous (ID: laxqBuyN) 05/26/26(Tue)21:18:41 No.62277935

>>62276049
>bought in at 14

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