It where the money going, too whom and the constant development of taxes.
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It where the money going, too whom and the constant development of taxes.
Soldato
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i do want to point out this whole thread is about speculation.
Weather Tram is right or wrong only time will tell.
we believe a correction is over due, which usually means to a crash of some sort, what impact new and changing technology have on that is another issue and how much it will effect
I'm not so sure about the significant correction. As I write this and reflect on COVID as a global phenomenon, it’s clear that Trump also represented a significant global event. By the looks of it, much of the volatility has been shaken out of his policies, although it will likely take another 12 to 18 months to fully understand the impact on the US economy and beyond.
I’m also slightly perplexed by the focus on AI infrastructure investment, particularly given the debate about whether AI is viewed as a scam, a bubble, or something else entirely. Globally, increased computing power will be required for automation, regardless of whether AI is at the forefront or not. Therefore, this investment will not be wasted.
Sensible but perhaps what we are seeing is a weakening of demand for AI services as growth slows, inflation remains stubborn and debt increases.
I think that the US economy is finely balanced but mostly because of the great orange lunatic's tinkering.
His messing with Fed independence is being brushed of for now because
1. TACO
2. Powell hinted at Sept rate cut and the markets love rate cuts
The question is what is the inflationary impact of tarrifs. As yet we don't know fully but I suspect it will bite as we are starting to see firms laying off workers in order to cut costs and output because of their impact. The last time a president got this involved with interest rate setting was in the 70s with Nixon and it didn't end well. There was a decade of stagflation only remedied by recession inducing high interest rates. If he persists with owning the Fed then capital will flood out of the US to more trustworthy cilmates and then you have the recipe for a bubble to burst. Even the productivity promise of AI won't save it.
Ofcourse it speculation, however the constant need to develop new taxes etc...slows down the economy add that with the most basic necessity a place to stay becoming super expensive.
Associate
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- 10 Jan 2005
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NVIDIA is still printing money but things could change quickly
Meta and Microsoft are their “secret” AI customers apparently make up around 30% AI business.
H20 chip to China, if pushback from Chinese government to not take NV sloppy seconds and design their own chips (let’s face it they probably have a lot of “borrowed” tech info)
Currently though the black market seems to be strong in China for NV chips, thought it was funny that even with the China ban, AI chips were just smuggled from other countries. Think Philippines went from 0 to 20% of total AI cards. So will be interesting to see the official china numbers next quarter if/when allowed to.
They do have the massive benefit currently though of just selling bigger better shovels for the AI craze, and the shovels have to be constantly replaced.
Better business than the gold rush least their shovels lasted longer!
Meta and Microsoft are their “secret” AI customers apparently make up around 30% AI business.
H20 chip to China, if pushback from Chinese government to not take NV sloppy seconds and design their own chips (let’s face it they probably have a lot of “borrowed” tech info)
Currently though the black market seems to be strong in China for NV chips, thought it was funny that even with the China ban, AI chips were just smuggled from other countries. Think Philippines went from 0 to 20% of total AI cards. So will be interesting to see the official china numbers next quarter if/when allowed to.
They do have the massive benefit currently though of just selling bigger better shovels for the AI craze, and the shovels have to be constantly replaced.
Better business than the gold rush least their shovels lasted longer!
Soldato
- Joined
- 14 Jun 2004
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Associate
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Was Singapore
www.tomshardware.com
U.S. investigates whether DeepSeek smuggled Nvidia AI GPUs via Singapore
Nvidia denies wrongdoing, but Singapore now accounts for 22% of its revenue.
Is anyone suprised? These companies are pouring money into AI, of course they are the top customers.
Why do they need to be constantly replaced? I’ve not being paying attention but aren’t they still on their 18 month release cycle or whatever it was?
Ah September. I have sat and watched portfolios sink deep into the red many times before. I'm not selling up, but I do have a lot of cash ready and a growing watchlist.
Any tips? I've got a few sectors I'm watching. My psychedelic therapy stock I may top up. I want some agri-tech, future agriculture stocks (think vertical farms etc), also more biocomputing (DNA as storage etc). I've been building up some boring but probably sensible in an inflationary world stuff like real estate holdings with good dividends.
If there's a significant pull back in tech I may go for AMD/AAPL and a few others.
Any tips? I've got a few sectors I'm watching. My psychedelic therapy stock I may top up. I want some agri-tech, future agriculture stocks (think vertical farms etc), also more biocomputing (DNA as storage etc). I've been building up some boring but probably sensible in an inflationary world stuff like real estate holdings with good dividends.
If there's a significant pull back in tech I may go for AMD/AAPL and a few others.
I started in individual stocks and shares as a dabble years ago, with the amount being something I was prepared to lose.
Some were horrendous and others doubled or tripled.
For example I had ARM that was a forced sell when they sold up and that more than doubled my investment in under a year IIRC.
Then another was doing well and then the company was found to be doing dodgy dealings and it dropped to virtually zero over night.
Didn't have the time to keep up with it all so now hold most in ETFs under an ISA wrapper but kept some stocks that pay regular dividends and that's ticking over.
Some were horrendous and others doubled or tripled.
For example I had ARM that was a forced sell when they sold up and that more than doubled my investment in under a year IIRC.
Then another was doing well and then the company was found to be doing dodgy dealings and it dropped to virtually zero over night.
Didn't have the time to keep up with it all so now hold most in ETFs under an ISA wrapper but kept some stocks that pay regular dividends and that's ticking over.
invest in germany, apparently AFD is going to take over, leave the EU, drop the euro and start a new alliance of like minded people, and that doesn't include France
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Soldato
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Interesting to see what Trump is announcing today and if it affects the markets.
There will be a ripple one way or another.. Then it will readjust in less than a week.
That's half the problem though... The markets up and down so much it's basically flat lining on average with all the volitility from Trump.
He's making out like a bandit while the market suffers.
invest in germany, apparently AFD is going to take over, leave the EU, drop the euro and start a new alliance of like minded people, and that doesn't include France
AFD as in African diamonds?
I usually stick to equities rather than commodities.
No, AFD is that new neo-nazi party that they have.
They have as much chance of getting in power in Germany as Count Binface has of becoming mayor of London.
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