@tok tiong
Chill, I sold my underwear to bet on this counter too. I just read all the hyperscalers earnings transcripts, and my conclusion is that this year they will layoff more people. More layoffs means higher EPS - - > earning double beat soon.

@adama
I don't think so.
1. Capex exceeds analyst expectation. Almost all the money are used to build the infra, ie AI super cluster. The demand is still freaking strong.
2. Earnings are still great.
3. Tesla is amazing.

@adama
Oh, bursa.
I think only the ones that bet on the right path will survive. The safest one to bet on is genetec. Main customer is tesla, the no.1 lvl 2 FSD in the US. Optimus is 黑马, so better 上车 before it's too late.

@Yong
How you know still 可以

@Adama
Ya, unfortunately I'm the 接盘侠

Yong, u believe in what trump says?
For US to become a manufacturer country like China, they have to deflate their currency to be competitive. However, by putting tariffs on the others, it will directly pump up their inflation rate and indirectly causing their dollar to be strong. Maybe that orange man knows nothing, but his best friends, the big tech bros definitely knows what that means.

US doesn't have the supply chain like China does. If they were to manufacture a car in the US, they have to source tons of materials from China. Not to mention the cost of labour and etc...
Make America Great Again is his lies to be elected. Those MAGA doesn't even know where is Malaysia haha.
So, a 100% tariffs on Taiwan?
Apple
Google
Amazon
Meta
Broadcom
And more will hit 10-20% drop in one day. TSMC will pass down everything to the ones that need their chips :)

Hehe, I don't know where they plug the number from. Btw qualcomm earnings is also very sexy. There's a structural change in the 'high end' segment for smartphone, which I think industry is cooking better potato chip to cater the edge ai function.