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/pol/ - Politically Incorrect


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File: stockings.jpg (187 KB, 1494x932)
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its just not that "all tech stocks" are down, its specific tech stocks and all is related to AI infrastructure

see:
Sandisk drops from 1500 to just 1000 (we are talking about USD here) almost overnight

>they make SSDs, storage space

Nvidia drops a bit

>they make GPUs which are used to calculate AI functions

Samsung makes DDR5 memory (essential for AI) and SSD storage space

Hynix makes DDR5 memory only but its one of the biggest players in memory field
>>
Investors realising they're been duped with media stunts and there's no path to profitability for these scammers
>>
>>539826930
boobel borst
>>
>>539826930
despite what poltards say the Chinese announcement about their memory caused a shock but Hynix earnings were lower than expected as well

it's basically a market correction not necessarily a total collapse but it looks that way for people who bet heavily on these stocks
>>
>>539827350
Sandisk price was stupidly inflated, like it was unbeliveable

they really make only SSDs and storage space isnt THAT important, especially SSD

most important thing is despite peoples believes, mechanical hard disks like they have been for 50 years now

so actual important stocks remain Seagate and Western digital, yet they never went inflated the way Sandisk went
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>>539826930
china has EUV machines now and moonshot.ai pretty much halved the hardware needed to train frontier models with kimi delta attention.
>>
File: 1540838377016.png (1.75 MB, 4000x3000)
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AAAAAAAAAAAHHHHHHHHHHHHHHHHH
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>>539826930
It has everything to do with oil. Last man on in technology, is the first man off the fuel-less world.
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>>539826930
Selling imaginary ram sticks only goes so far, NVDA is just being pulled down by market ripples.
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>>539826930
Let the goyim deal in the real world
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>>539826930
>5 day view
now click on 5 years, brainless underage thread
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>>539827879
are you dumb, all the stocks fell within a week of time

if we look 6 months back, they are relatively the same all the time

of course they were completely different 5 years ago when there was no AI
>>
market colluded to price fix, but price fixing leads to supply disruption and higher prices which makes it easier for competitors to enter the market and disrupt the monopoly

However, western governments routinely intervene to prevent competition and maintain low supply and high prices domestically, but western governments don't control china, and china decided to invest hundreds of billions into semiconductor development and production, and now those investments are bearing fruit with competitive memory starting to come out of china at prices the monopolists cannot compete with

everyone will increasingly buy chinese semiconductors until western governments tariff and block their import to protect monopolists and force higher prices on customers to 'save the industry'. Apple is already buying chinese semiconductors for domestic production in China.

The rule in the west is one of stagnation and decline, no advancement, no pushing boundaries, only bleeding the taxpayers until they die
>>
Who are the skyrocking chinese stocks i can buy?



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