The affairs are one thing. It was about time to retire, have that divorce, find someone new, start building rockets, bezos-style for this guy…
The revelations about illegally selling to China, however, are big. Now, with Trump and his admin it is very likely that there will not actually be illegal consequences. But in regard to speculative stock trading, this puts up a pretty big kind of risk.
Trump did just “take” a chunk of Intel, couldn’t he putatively “take” half of Nvidia?
Moving on. We have seen massive circular trading with the Nvidia at its core. All of the AI and big tech are ass deep in this and it is shady and probably illegall. Happening now… because of no scrutiny by regulators. Trump is at the wheel and is supposed to be responsible for this too.
The obvious price fixing and collusion when it come to computer parts (RAM and GPU) and the very significant knock on in consumer prices? Another thing that an effective administration that is not collecting payoffs and such every which way would be looking at… not looking at it now, because? trump.
All of these are massive risks to speculative shareholders (there is no other kind with the P/E and such being what they are… the only play is that someone else will be willing to pay more when you want to sell, not that the company’s business will grow by that factor).
So… Trump will be out in 2 years… there are lots of political points to potentially score by kicking leather-jacket-boy, Zuck, the generic Indian CEOs, Altman… Elon in the teeth… either the actual Trump admin, players in congress, people trying to clean their image up as potential Republican presidential nominees, etc.
Lots of risk…
Does not seem like a great move to hold on to an already incredibly inflated stock.
I will say that unlike Elons companies or whatever, Nvidia has truly innovated and done good things, but the relative value of that compared, say to the GLP-1 pharma companies (to pick another large cap, significant innovator group that is recent historically), is still very ridiculous.
Frankly, the fact that Nvidia and AMD both haven’t been claimed partly by the US military as a matter of national security. Kind of baffles me.
It’s like having your own personal arms dealer selling weapons directly to your biggest enemy smiling while it happens.
While war profiteering is an American pastime. This feels like the current administration is kind of missing the point.
I’m also pretty sure that if the American government did lock down Nvidia and AMD for security reasons or claimed a chunk of them, it’s not going to be a good thing for the world.
But having such consolidated microchip supplies is fucking insane from a strategic point of view.
I mean, imagine having any sizable country not being able to secure a food, energy, ammunition supply… I mean middle countries… France, Germany, Korea, etc… in times of war, you are done if you can’t make bullets… or microchips.
Everything ends up going through a fucking company from Netherlands and factories in Hong Kong and Korea?
Not just the US but some of these European countries too… insanity!
They aren’t traditional weapons sure. But not calling them arms in some capacity feels at least some what disingenuous. The EU not building up their own production, their own home grown sources, or anything at all has always been absolutely wild to me.
The affairs are one thing. It was about time to retire, have that divorce, find someone new, start building rockets, bezos-style for this guy…
The revelations about illegally selling to China, however, are big. Now, with Trump and his admin it is very likely that there will not actually be illegal consequences. But in regard to speculative stock trading, this puts up a pretty big kind of risk.
Trump did just “take” a chunk of Intel, couldn’t he putatively “take” half of Nvidia?
Moving on. We have seen massive circular trading with the Nvidia at its core. All of the AI and big tech are ass deep in this and it is shady and probably illegall. Happening now… because of no scrutiny by regulators. Trump is at the wheel and is supposed to be responsible for this too.
The obvious price fixing and collusion when it come to computer parts (RAM and GPU) and the very significant knock on in consumer prices? Another thing that an effective administration that is not collecting payoffs and such every which way would be looking at… not looking at it now, because? trump.
All of these are massive risks to speculative shareholders (there is no other kind with the P/E and such being what they are… the only play is that someone else will be willing to pay more when you want to sell, not that the company’s business will grow by that factor).
So… Trump will be out in 2 years… there are lots of political points to potentially score by kicking leather-jacket-boy, Zuck, the generic Indian CEOs, Altman… Elon in the teeth… either the actual Trump admin, players in congress, people trying to clean their image up as potential Republican presidential nominees, etc.
Lots of risk…
Does not seem like a great move to hold on to an already incredibly inflated stock.
I will say that unlike Elons companies or whatever, Nvidia has truly innovated and done good things, but the relative value of that compared, say to the GLP-1 pharma companies (to pick another large cap, significant innovator group that is recent historically), is still very ridiculous.
Frankly, the fact that Nvidia and AMD both haven’t been claimed partly by the US military as a matter of national security. Kind of baffles me.
It’s like having your own personal arms dealer selling weapons directly to your biggest enemy smiling while it happens.
While war profiteering is an American pastime. This feels like the current administration is kind of missing the point.
I’m also pretty sure that if the American government did lock down Nvidia and AMD for security reasons or claimed a chunk of them, it’s not going to be a good thing for the world.
But at the same time like yeah…
Trump has been railing against NATO since the 80’s.
He and China are not enemies in anything but show.
In fact, the export restrictions were put in place during the Biden admin, Trump had nothing to do with this
I mean these aren’t weapons…
But having such consolidated microchip supplies is fucking insane from a strategic point of view.
I mean, imagine having any sizable country not being able to secure a food, energy, ammunition supply… I mean middle countries… France, Germany, Korea, etc… in times of war, you are done if you can’t make bullets… or microchips.
Everything ends up going through a fucking company from Netherlands and factories in Hong Kong and Korea?
Not just the US but some of these European countries too… insanity!
They aren’t traditional weapons sure. But not calling them arms in some capacity feels at least some what disingenuous. The EU not building up their own production, their own home grown sources, or anything at all has always been absolutely wild to me.
It’s not the only thing they completely miss the point on.
Treason eh?
Treason against the previous admin tho, this law was like 2022 or 2023. Trump won’t give a fuck if his buddies break it, it’s not his law.