Time To Sell Tech? February 5, 2025

Locator: 48486CHIPS.

If your crystal ball shows any one of the following, it's time to sell your technology stocks:

• the global AI revolution is over, nearly over, or has peaked;
• Trump will cede the AI revolution to the Chinese (just as Obama ceded Arctic fossil fuel development to Russia [link here]);
• DeepSeek is the "last man standing"; all other chip companies are about to go broke because of Deep Seek.

Where did that article from below come from? ZeroHedge, link here.

Re-posting, from May 14, 2021, almost four year ago.

Ticker, TSMC, five-year chart:

Meanwhile, INTC:

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Chips

Re-posting.

Chips: huge story, on so many levels -- TSMC -- largest chip maker in the world -- set to "double down" and vastly increase US semiconductor chip investment in Arizona. Link here.

The company had already said it was going to invest $10 billion to $12 billion in Arizona. Now, the company is mulling a more advanced 3 nanometer plant that could cost between $23 billion and $25 billion, sources said. The changes would come over the next 10 to 15 years, as the company builds out its Phoenix campus, the report notes.

The move would put TSMC in direct competition with Intel and Samsung for subsidies from the U.S. government. President Joe Biden has proposed $50 billion in funding for domestic chip manufacturing - a proposal the Senate could act on as soon as this week. Intel has also committed to two new fabs in Arizona and Samsung is planning a $17 billion factory in Austin, Texas.

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Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
• Add Palantir to the list, being exuberant about all things Palantir.
  

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A Musical Interlude
The Young Ones

We may not be the young ones very long. 

Why not tomorrow? Because sometimes tomorrow never comes.

Link here.