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littlejohn

11/09/24 12:22 AM

#15488 RE: bbotcs #15483

TSLA,,, SMCI could be at $470/share or

over $270 million market cap compared to

TSLA selling at about 11.5 times revenue...

https://finance.yahoo.com/quote/TSLA/key-statistics/...

Elon is looking well appreciated now...

NVDA is selling much higher at 38 times

revenue when entering Dow...

https://finance.yahoo.com/quote/NVDA/key-statistics/

Is that near a record for being appreciated

level for a stock?...

Those are some wild valuations...

so we watch...LJ
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littlejohn

11/11/24 2:34 AM

#15494 RE: bbotcs #15483

Senate Republicans helped block Taiwan tax relief

to their citizens in U.S. facing double

taxation...

https://globaltaiwan.org/2024/08/taxing-relations-the-stalled-us-taiwan-tax-treaty-in-congress/

Taiwan doesn't allow more advance

Ai chips to be built outside of Taiwan

now and won't be built in Arizona...

https://www.benzinga.com/news/global/24/11/41871161/nvidia-supplier-tsmc-faces-regulatory-hurdles-in-manufacturing-2-nanometer-chips-abroad-minister-says?utm_source=TechInvestorNews&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site

Who dat that has the better position

to get the double taxation of Taiwan

citizens in U.S. changed now?..

U.S. now orders TSMC to halt advanced

chip sales to China?...Again...

https://www.reuters.com/technology/us-ordered-tsmc-halt-shipments-china-chips-used-ai-applications-source-says-2024-11-10/

Prohibition of advanced chip sales to China

was Already in place...

And TSMC was trying to abide by it...


LLC company created by China or Russia

are hard to detect by companies...

Gov't has to be upfront and provide lists

of Barred LLC Companies before rapidly

chastising tech companies...

Big problem is that China already has

the technology to build the advanced

Ai chips now and cheaper,,,All they had

to was get one Ai chip and reverse engineer

it so that they can build them...

NVDA had big pump earlier in year

because China black market chip sale

prices were being spread on media...

West is probably soon to be behind the

competitive curve in selling Ai chips

abroad because of Protectionism...

More tariffs won't help get cheap

avocados or tomatoes from Mexico

either, so Trump will face many bad

reviews on higher food costs...

so we watch...LJ