Microprocessors, Chipsets and Graphics devices

[Lowjack]

Ouch. INTC double top.

Tis alright if you purchased at $13 in the last great crash. Rings Register sound.

I'm thinking that support will not hold this time.
https://schrts.co/MYguVqSA

[JohnCM]

Slow mover.

[Arieboy]

Don't be fooled. This is all fake news and massive scam.

[JohnCM]

I am thinking chip shortages. Cell phones, but mainly EV.

STM is looking good.

[Lowjack]

Micron
Samsung

Duopoly on memory

[JohnCM]

Currently

NVDA
ON
STM
AMD

[Koog]

I am an Intel retiree and have owned INTC since 1982.

The years under CEO Krzanich were horrible, The new CEO, Pat Gelsinger, dates back to my time at the company. He is a very capable fellow and understands what it takes to make Intel great again. But Intel is a huge organization and it will take time. I lightened my exposure to INTC a bit during Krzanich's tenure but have held since then.

[JohnCM]

Apple and Googles?

I will be a buyer of GOOG as soon as I catch wind of a f/s.

[Lowjack]

This will be very bad for price!

For any company that has an app store! MSFT etc.

https://www.cnbc.com/2021/08/11/bipartisan-bill-targets-apple-and-googles-ability-to-profit-from-app-stores.html

[Lowjack]

The spoils always go to the winner!

https://www.nerdwallet.com/article/investing/coinbase-vs-robinhood

I'd play it short coin and long hood in the gap.

https://schrts.co/RmvXBUwr coin above upper bolli

https://schrts.co/zBbhwkKe hood brand new chart

[JohnCM]

Coinbase earnings in 30 minutes.

[Lowjack]

???
Might be worth a look to see the size of their short position in those names or a corresponding position in a short ETF. I'm sure they have access to the cycle chart like the rest of us.

https://schrts.co/uBPiWTrb MSFT
https://schrts.co/YAisEqZN FB
https://schrts.co/yDTkDBdM Government Spyware
https://schrts.co/wFJEnbVE Chinese dumping facility
https://schrts.co/BPBFayth Binge watched for 18 months straight! => AMC

[JohnCM]

They are idiots ...

At the end of March, SoftBank had $3.1 billion of Facebook shares, $1 billion of Microsoft shares, $575 million of Alphabet shares and $382 million of Netflix shares. But all four were unlisted in its June report.

SoftBank reduced the size of its stake in Amazon from $6.2 billion to $5.6 billion, according to the filings.

[Lowjack]

Make a list of those involved and short them. They'll end up just like the solar panel makers!

https://www.cnbc.com/2021/08/10/softbank-dumps-microsoft-facebook-alphabet-and-netflix-shares.html

[JohnCM]

August 5, 2021
7:16 AM PDT
Last Updated 5 hours ago
Autos & Transportation
Biden to aim for 50% EVs by 2030 with industry support

[Lowjack]

You've got to sqqqueeze your friends from time to time to keep them honest! Especially at the crash period in the cycle.

[JohnCM]

Trend is your friend, until it isn't.

[Lowjack]

At this point in time, I would be looking for the best way to short tech bubble.

[JohnCM]

Open discussion!

My holdings ...

AMD
ON
STM
NVDA