Quote (ofthevoid @ May 3 2021 01:04pm)

The semiconductor space looks very interesting and appealing here.

I added today both through etf+ individual name.

Bought SMH and TSM for long-term holds. Already holding a fair amount of AMD. AMD I absolutely love here. It's been flat since last August while continuing to grow.

I just don't see how sales are not going to explode here when global carmakers are crying day and night about chip shortages and this is 2-3 year issue, not something that will disappear by next quarter. I'm trying to buy a mid-tier gaming PC and it's impossible to find reasonably priced GPUs. How is this trend not going to continue? Like when VR is mainstream are people going to all of the sudden say yeah no thanks I no longer need top-end CPUs and GPUs?

Electric cars and self-driving cars need way more chips versus traditional combustion engines. Smart homes, smart infrastructure needs chips. This is an industry that you have to try very hard to come up with a bearish outlook imo.

Quote (Thor123422 @ May 3 2021 04:15pm)

This is a good time to get into a lot of tech positions, but semiconductors especially. Everything is slowing because of the chip shortage, but when the new chip plants get up and running production will be so high on everything that's been waiting.

Also, there's the matter that traditional semiconductor heavy businesses aren't slowing down either. Zoom, Slack, and dozens of other companies have been adding datacenter capacity massively.

Honestly, I don't see the semiconductor shortage ending. Like, ever. I expect humanity will max out its semiconductor production capacity for a very very long time.

Quote

Musk said the company has had "insane difficulties" with its supply chain over the last quarter. "We've had some of the most difficult supply-chain challenges that we've ever experienced in the life of Tesla," he said on Monday.

The CEO said the global semiconductor chip shortage, which has rocked the automotive industry, as well as port delays impacted manufacturing goals.

In February, Tesla briefly halted production on its Model 3 at its car assembly plant in California, citing supply-chain issues caused by backlogs at ports and severe snowstorms slowing down ground deliveries.

The global semiconductor shortage has wreaked havoc on tech and automotive companies. In January, Bloomberg reported the chip shortage could cost car companies to lose as much as $61 billion in revenue.

Quote (ofthevoid @ May 3 2021 03:34pm)

I think it will ease because they will bring on way more production online eventually but I don't think demand will drop off for many years.

At the heart of every growth industry, chips are absolutely essential. VR, IoT, EV/self-driving vehicles, smart infrastructure, manufacturing. On and on and on.

I did a project on GM and it's crazy how impacted car markers are by this shortage. 1.5-2 billion projected revenue loss because of revenue shortage in GM.

Papa Elon talked about it too. This is from a few weeks ago.

Quote (ofthevoid @ May 4 2021 10:50am)

>Wall street MMs sell call options
>Wall Street crooks set algos to sell.
>Stocks are being dumped by these institutions
>Options get slaughtered
>Same people start to get in at their target prices and buying back those options for like 70-80% discount
>Algos are turned to buy a few days later
>Many stocks basically return not too far from where they were initially a few days or weeks ago.

rinse & repeat

If anyone was ever wondering how Goldman Sachs and others are making record trading profits.

Quote (ofthevoid @ 4 May 2021 10:50)

>Wall street MMs sell call options
>Wall Street crooks set algos to sell.
>Stocks are being dumped by these institutions
>Options get slaughtered
>Same people start to get in at their target prices and buying back those options for like 70-80% discount
>Algos are turned to buy a few days later
>Many stocks basically return not too far from where they were initially a few days or weeks ago.

rinse & repeat

If anyone was ever wondering how Goldman Sachs and others are making record trading profits.

Quote (SBD @ May 4 2021 11:07am)

Further increased my position in Riocan this morning after listening to the earnings call. Still high rent collections and commercial spaces have been replaced in many units with higher paying tenants. Canadian CERS program continues to supplement rent for those businesses that are closed so even if they cant pay the money legally goes to the landlord from the Gov't of Canada.

On a side note this last month of investing has been weak. Rescued a dog so that had some cost. The dog is not long haired and i live in a cold spot so I ended up constructing a large sledbox, tent frame for a large canvas 7x9 tent and now an ATV box all so I can keep this damn thing warm. A piece of 2x4x8 now costs 20 dollars here.... Plywood 150 for 3/8ths. Dog food is also 140 dollars per 30lb bag of Pedigree dog food and shes going to be 85 lbs. Oh well, worth.

Quote (S3th @ May 4 2021 09:12am)

you dare mention a new doggo without posting a pic