He also says the AI spend out will continue into 2030.
Following the guidance of the hyperscalers, the issue with that is if one blinks first and slows down their investment for whatever reason. I wouldn’t bet on a linear line anyway.
So far when I searched I couldn’t fine one big entity that has announced a scaling back on AI spend, when that happens Heuston our AI stocks will have a problem! Conversely MAG7 will probably bounce hard as their free income goes up faster than anticipated.
Nor would eye. I imagine teams of accountants are pouring through IBM’s old filings about now, asking, Is it real? Is it really real?
Koreans are now borrowing money to invest in the stock market.
The government is considering taxing unrealized gains.
We know 
, Taiwanese are doing the same.
BREAKING: Samsung, SK Hynix, and Micron just got sued for allegedly engineering the global memory chip shortage.
'Artificially creating shortages ', that one isn’t going to fly, it will be thrown out.
Price fixing will be the main one.
MU seems pretty pissed at Apple. 
We’ll see what happens.
And on ALAB
What does Stifel’s mom have to say about this ?
This ALAB sounds interesting but personally I’m already too heavy in AI stocks. Guess I could switch some AMD and NVIDIA to it.
I like it as it doesn’t much seem to matter what happens , they’re still raking it in.
Link?
Micron got a grant from the Taiwanese government to do HBM R&D.
Ok— is that going to help them in the lawsuit? Or are you just throwing that out there ?
Following the blueprint of Sen. Wyden (D) from OR.
That’ll never fly. They’ll say it’s only for millionaires and billionaires but it never is. Just bend Joe pack over and jam it in.
Just saying, Taiwan is trying to cash in.
Full disclosure: I bought $2,000 USD worth of Micron about two weeks ago.
