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No i didn't...
*Investors Blog*
- Thread starter Warstud
- Start date
SEMI for the win. That was my career. And you wonder why.... Litho baby!
"Changing the world, one nanometer at a time."
Oh yeah, ever heard of AI?
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If you are interested, here's ASML's primer on their Photolithography products and the process.
My company's products focus was Deposition and Etch.
My company's products focus was Deposition and Etch.
I don't know anyone's system.
I know what has worked for me the last few years and that is the simplicity of selling covered calls.
Pick a stock, maybe one that doesn't move much or one that does.
Pick strike that suits your position. Make patient bid. There is NO RUSH. This is key. Let it come to you.
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I
It should come back to you
I’m not holding VGLT anymore
think they have a little tutorialI sold covered calls with VGLT which were then executed. It was months ago and I've forgotten how I did it in Fidelity.
It should come back to you
I’m not holding VGLT anymore
Kinda funny... So many "hate" the AI thing. It's stupid. Messes up my YT. Won't work. It's stupid.
It's also the biggest inflection point... Here's my LRCX stock... And don't forget the Magnificent 7. If that ain't proof I don't know what is.
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I only speak for myself...
AI is a dream for those less brain endowed.
Money isn't everything... look at Pablo and AutoMechanic
You da man!I only speak for myself...
AI is a dream for those less brain endowed.
Money isn't everything... look at Pablo and AutoMechanic
No one has figured out how to monetize AI yet. Its much like it was with the internet in 1998.
The companies that made it big on the internet - Google, Meta, Amazon - came after.
I wonder if that story will repeat, and we will see companies we have never heard of leading the way in a few years? Or will google, Meta and Amazon simply buy those companies before they get started - much like GE kept competitors at bay for so many years?
The companies that made it big on the internet - Google, Meta, Amazon - came after.
I wonder if that story will repeat, and we will see companies we have never heard of leading the way in a few years? Or will google, Meta and Amazon simply buy those companies before they get started - much like GE kept competitors at bay for so many years?
Respectfully that's simply not true. It is true that AI is in it's relative infancy.
Please provide an example of AI being effectively monetized?
The hyperscalers have spent billions, perhaps trillions. Revenue thus far is like $50B a year optimistically.
Open AI has said themselves they will need to spend another 1/2 Trillion over the next 10 years before they make money. They have already been promoting a taxpayer bail out due to "national security".
NVDA makes money, but its circular financing.
I am all ears if you have an answer? Not saying they will never get there - but there is no clear path as of today.
Meaning, you have losses? How diversified are you? Also, YTD = one week so I don't see the issue?Caught the falling knife of NFLX this morning. My tech portfolio is not doing well since the beginning of the year.
Owen Lucas
$100 Site Donor 2023
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Interesting take.
Though the current profits aren't massive and of course no where close to break-even, you do have to look at the opportunity cost.
If Google doesn't improve Gemini and integrate AI into their search engine, they will be left behind as most AIs are basically super advanced search engines with reasoning.
The opportunity cost for Google and possibly Meta, is losing market share (billions) and being wiped out by OpenAI.
