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Joined 2 years ago
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Cake day: July 5th, 2023

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  • Yeah I’m talking about the US stock market. You’re analysing production and material needs and that makes sense. The stock market prices predict future returns. In normal conditions it would probably take a while for Chinese EUV to bring down ASML’s stock. In the current conditions around the AI pump it might act as a trigger that pops the imagined huge returns because it’ll be a clear signal that China is very likely to eat NVIDIA’s lunch and therefore dependent firms. It might also act as a broader propaganda-piercing signal to investors that China catching up is real and near. That would question the broader semiconductor sector’s future returns too.

















  • Ah. That makes sense. Let me make you feel better. In some provinces in Canada (or all?) children can’t be left alone, without adult supervision until the age of 12. It’s illegal and parents get in trouble for it. Even leaving your kid to play in your backyard in the suburb while you’re in the shower can become a problem if your bored neighbour calls the authorities. Imagine growing up with that kind of lack of autonomy. Even if there are kids around and even if there’s public transit. I still heven’t figured out how to workaround that for my kid but I suspect I’m gonna be breaking the law. 😂