Reddit Posts
Elon is saving Intel. $INTC joins Terafab with SpaceX, Tesla & xAI. Is grok actually psychic???
Asymmetry Verdict: NVDA's Infinite Scaling Narrative vs. Grid Walls – A Power-Unwind Edge (Short, Months Horizon)
[DD] Taiwan Glass (1802.TW) is the critical 2nd source for AI GPUs nobody is pricing in
Taiwan Glass (1802.TW) is the critical 2nd source for AI GPUs nobody is pricing in
[DD] NVIDIA’s Achilles Heel is... Glass Fabric? The $2 stock saving the H200 ramp.
Tradeweb: The Toll Booth Behind Trillions in Bond Trades
What happens when the highlighted trade surplus is spent?
AERG - anti drone stock with signs of uplisting
TNMG — H1 FY25 snapshot + Dec 9 “AI Agents” forum (OpenAI Podcast host speaking).
TNMG — H1 FY25 snapshot + Dec 9 “AI Agents” forum (OpenAI Podcast host speaking).
The Next RR? $TNMG — Dec 9 ‘AI Agents’ + OpenAI on stage, $3.50 PT (Potential 8×) 🚀🚀🚀
$AIMD is now officially a tech stock — Water Tower Research says Ainos is emerging as a SmellTech leader
Top stocks hitting 52-Week Highs/Lows - September 18, 2025 📈 📉
Top Oversold/Overbought Stocks - September 8, 2025 📊
14М Мarket Caр, 300B+ іn Tаrgets: WКSP’s Sеtup Is Fіlthy
$NVDA Rises on China H20 Chip Optimism, EPS Potential
TW TradeWeb stock, What a Gem
Long on NVDA for NASDAQ : NVDA by Broceta
Stop drones from literally blowing up your portfolio
TSMC posts flat Q4 revenue but beats expectations
Tiger Woods is leaving Nike after making $500M off their 27 year long partnership. Where will he end up next?
Bullish on CD Projekt RED ($OTGLY) ahead of 11.28 earnings. (Long post)
BULLISH on CD Projekt RED ahead of 11.28 earnings (Long)
$EOSE - One of the most shorted stocks with the most potential catalysts
Berlin, Intel strike deal on $33 billion chip plant after months of subsidy talks
GBX International Group, Inc. (OTC:GBXI) Confirms 2023 Strong Revenue Growth Guidance Projections by Combining Each Acquired Operating Company Product Release, Expects Strong Growth Sector by Sector Through its Multiple Product Releases into North American and International Markets
$USAU Huge DD pack here. Soaring Demand For Electric Vehicles & Clean Energy Could Ignite a Copper and Gold Mining Frenzy Right Here In America.
Prices are different on brokerage and OptionsProfitCalculator
Credit Suisse traders find new jobs very easily (apparently); meanwhile shares are tanking
FDA Approves the First-Ever Lab-Grown Meat Product
Foxconn's iPhone factory in China — the world's largest — hit by Covid outbreak
GRFX & SVRE - New plant in Michigan - EV PLAY IPO & HUGE upside, large contracts across the industry.
RC Ventures files to sell stake in Bed Bath & Beyond - $bbby
Anyone got a working Tastyworks API in python or javascript...anyone?
6k to 565k in 2+ years...that's 9000%+ for those not good at maph
It was a wild ride holding these through expiration. Shots to the madlads at TW for not closing me out early, made a cool $120. Yes I will spend it all in one place... next weeks fcx options
Why $OPRA has the chance to be the $AAPL of Web3
Is this post about the accuracy of delta as a POP estimator still accurate?
How retarded am I, TW: I’m a 🏳️🌈 Tesla bear
Qyou media DD (QYOUF in the USA, QYOU.V in Canada)
Qyou media DD (QYOUF in the USA, QYOU.V in Cabada)
Qyou media (QYOUF in the USA, QYOU.V in Canada)
QYou Media $QYOU.V - a new powerhouse in entertainment and advertising?
Qyou media (QYOUV in Canada, QYOU.F in the USA)
Lets talk about TSM Stock "Taiwan Semiconductor" The rise of Electronic devices
My theory on why OnlyFans is getting rid of their porn (TW & NSFW)
Intel to build Qualcomm and Amazon chips, aims to catch foundry rivals by 2025
Need Experiences Transferring Fidelity —> TW, or Similar.
Tastyworks acquired by IG Group.. reason to worry?
Is fucking Jake Paul up in this bitch⁉️
Why you should be gambling on EDIT leaps instead of gambling on volatile meme stocks. TW: Long sentences
Does anyone here set market orders for liquid options with tight spreads?
Advice on setting up options order for market open in TW.
Anyone in Simpler Trading Service?
Anyone in simpler trading service?
ARK Space Exploration & Innovation ETF (ARKX) will begin trading on the Cboe BZX Exchange Tomorrow March 30th.
Is there a noticeable fill difference between RH and TOS
Best broker for options, with most timely support by phone
Mentions
You bols dum as fuk. Go ahead and bye my call. POOTS 4TW
The Terafab alone is worth >5x Nvidias. Currently the entire compute of earth is producing 20GW of compute, they're going to produce 1TW compute per year in a building the size of 700 Costcos side by side.
You're witnessing the valuation of the prospect of a facility the size of 700 Costco's that can; Make a lithography mask, make the chip, test it, change the design, and do another one in a single building. The current compute per year is about 20GW, SpaceX is looking to make 1TW of compute per year and is already slated for 0.5GW in Texas now. 👩🚀🚀
There is a widely recognized structural supply deficit of uranium right now. There are still stocks, but they are being depleted rather quickly. And considering places like China, India, and Canada are actively planning and building new reactors to the tune of 100s of GWs or even into TW range, that will deplete faster. Meanwhile there aren't enough new mines opening to supply this. And THEN think about AI needs, because those won't even be the biggest draw on uranium. Not small sure, but for some reason people only think about AI as the big customer. They are in second place in terms of size.
Broadcom should've acquired MediaTek (2454.TW) last year. Now it's taking some of the ASICs business and could threaten Boradcom's juicy Nvidia like semiconductor margins.
You have to learn that you don’t have to trade everyday. Learn to spot signs of a top. Overheated RSI. Breadth and sentiment indicators like $S5TW are very useful. They are indicators that tell you when it’s not a good idea to take alot of risks. When they do, just raise cash and wait. Then when the weakness comes, use it to average into SPY or other high quality names. Save some cash for the gambling trades. Do this for years and you’ll eventually be rich. Just don’t expect it to happen in 5 years. 10-20 years of simple DCA into SPY and you’ll have a huge amount of capital.
TSMC are building in USA so irrespective who blows up the TSMC factories in TW then there’ll be still chips output in USA but at a much higher price.
Honest take here. SpaceX has a stated goal of building 100TW compute cluster. The scale of that is insane. It breaks the scale of the world economy but would be tens of trillions in revenues, easily over $100T. Compute/energy in space has clear benefits above compute on earth, so it has physics in its favor. The cost of SpaceX launches coming down could give them an insane cost and therefore competitive advantage over the other hyperscalers. If you are an AI bull, they are a behemoth to deal with. Then you have transportation to the moon/Mars. If they actually build a civilization on the Moon/Mars they will be at the frontier of an expansion even greater than the Dutch East India Trading Company was, which was a company of unheard of scale and power. There are legitimate mining and manufacturing applications in space (Google's original SpaceX investment was predicated on rare element mining from asteroids). If you think the launch market is limited to a few satellite launches, you won't agree with the bull case. If you think mankind will launch more rockets as prices come down the bull case is easy to flesh out. Risky? Unbelievably so, which breaks people's minds at the scale of what they are doing. But if they are successful they will over 100x in value. Personally, I think there is a greater than 1% chance they achieve either one of those outcomes. Therefore, the expected value is positive, in my view. Worst case, I lose my entire investment. I'm ok with that. Best case, it 100x or more. Like I said, that is a positive expected value in my view so if you value it like an option it has a risk/reward profile that fits my world view. I'm putting a small portion of my total net worth into it and willing to aggressively DCA into it to increase my sizing depending on how low prices go.
If I were China, I would wait it out till a point when US will not be able to afford an intervention+naval blockage. Historically I think that happens, imagine facing a question of intervention in TW just after VN withdrawal. Probably that would be a no
For my calculations I already assumed zero maintenance and just accepting the loss when GPUs or satellite break down, which they do, but not often enough to ruin the economics, especially if optimized for high redundancy. 8x solar productivity and minimal battery mass is such a gain that it makes it still worth it. The thing is, I believe SpaceX would always be worth a bit more than what you would expect just from revenue. They are a strategic asset, even today they are, Starlink has been one of the most decisive technologies in the Ukraine war, in 10 years they likely won't have achieved a fully independent space economy yet, but they might get so close that the market is going to factor that in to a much larger extent than today. Like how much do you think a company will be worth that literally owns Ceres or a large portion of it and established TW of industry there with an independent supply chain, again won't happen within a decade, but they could get close enough where that starts looking inevitable.
The reality is the US no longer has the military capacity to contain China with TW, irrespective of Trump. Servants of the empire are trained to talk about war as if it's moral choice when it's a matter decided by industrialized mass.
I don’t know enough about BE to make a judgement. At 1.4 GW installed that’s not that much compared to how much energy they are projecting will be needed for future industrialization (I think personally somewhere between 2-4 TW). GEV would be a good option but you have to ask what percentage of their business is recurring revenue and what percent is one off projects. I’m getting eerie feelings similar to the giant glut of money that wanted to invest in the firearms business through publicly traded stocks in the last decade and am remembering the same sort of mediocre exposure you would get from private versus public offerings. I don’t know where the alpha is on public companies but I know that privately held companies are set to make money.
Aside from chips/semiconductors, what else are on the horizon for SK and TW?
The US power grid generation capacity is 1.3TW, not sure why you would say it's 1/100th of that.
My only losers other than a couple of SaaS names have been financials and healthcare lol. The insurance rebound will be glorious...I hope. TW has been underwhelming. I know you're a holder too. They put up great numbers and have good tailwinds but I guess nothing too exciting around them
A fellow TW holder. I bought some last year and added more last week. Excited for the earnings as well.
Barrons have an 'investor's circle' thing now, which I think requires a teir subuscription, but they talk about TW in that one.
For their new inference chip, Zebrafish, they are using MediaTek instead of Broadcom. They will continue to use Broadcom for their training chip. It is why MediaTek is up 190 a share https://finance.yahoo.com/quote/2454.TW/
I also plan to partner up with my neighbor and Oracle. We plan to build 6.000TW of compute for $48T and send that into space for some reason. If we succeed, the stock market will be saved for at least 5 years. Who is with me?
>Terafab aims to produce 1 terawatt (1 TW) of compute capacity annually, which would be a monumental increase over current industry manufacturing, potentially equating to 70% of TSMC's total current output. #So Elon wants to build 70% of TSM's total capacity in one factory? LMAO🤌
You can find most of this info under holdings for ETF Indices. If you want foreign (non US stocks) you need a World ex US ETF otherwise World plus US is gonna be dominated by US stocks. $VXUS and $EWY are 2 of my top 5 holdings. $VXUS (World ex US) Top 10 Holdings (11.80% of Total Assets) [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**3.43%** [](https://finance.yahoo.com/quote/005930.KS/) Samsung Electronics Co., Ltd.**1.59%** [](https://finance.yahoo.com/quote/ASML.AS/) ASML Holding N.V.**1.29%** [](https://finance.yahoo.com/quote/0700.HK/) Tencent Holdings Limited**0.92%** [](https://finance.yahoo.com/quote/000660.KS/) SK hynix Inc.**0.91%** [](https://finance.yahoo.com/quote/ROG/) Rogers Corporation**0.76%** [](https://finance.yahoo.com/quote/9988.HK/) Alibaba Group Holding Limited**0.73%** [](https://finance.yahoo.com/quote/NOVN.SW/) Novartis AG**0.73%** [](https://finance.yahoo.com/quote/HSBA.L/) HSBC Holdings plc**0.73%** [](https://finance.yahoo.com/quote/AZN.L/) AstraZeneca PLC**0.71%**
You are right, US overall power capacity is indeed 1.3 TW, clearly I made up that 13TW number. Do you want me to regenerate the OpenAI business plan?
TW. Each of the funds I listed write options on the S&P 500 similar to JEPI. However, unlike JEPI, their distributions are classified as Return of Capital. Similar funds that use the Nasdaq as its underlying would be QQQI, GPIQ and ROCQ (similar to JEPQ). ROCY and ROCQ are new funds from JP Morgan (the managers of JEPI) to take advantage of the ROC tax treatment that other funds employ.
Totally wrong. They are def not moving to China or Taiwan as possible regional conflict is concerned. CN, TW are not holding very well. Their market growth was slower than Korean market so Korean market went down dramatically. Also, Korean market is very easy to exit. Higher return, easier exit. No brainer to realize profit from Korean market first.
S5TW went to 10 on Friday. Look I won’t argue with you. There really is no logical reading of these sentiment indicators where you don’t conclude you’re close to wash out levels. It’s plan as day from where I sit but feel free to keep chasing downside when sentiment levels are telling you not too.
You aren’t looking at the right indicators. Look at S5TW, S5FI, S5TH, AAII surveys, fear and greed levels, etc.
Anyone here follow TW? Really interesting company and fundamentals aren’t the worst https://stockanalysis.com/stocks/tw/ Description of the company. > Tradeweb Markets Inc. builds and operates electronic marketplaces in the United States and internationally. The company offers marketplaces that facilitate trading products across various asset classes, including rates, credit, equities, and money markets. It also provides pre-trade data and analytics, such as AI-Price, SNAP+, iNAV for ETFs, integrations, and LSEG market data; and trade execution comprising request-for-quote, request-for-market, request-for-stream, list trading, compression, blast all-to-all, click-to-trade, portfolio trading, session-based, central limit order book, bilateral firm streams, inventory-based, rematch, voice, futures vs. cash spreading, and dealer algorithmic suite. In addition, the company offers trade processing; and post-trade data, analytics, and reporting, which include transaction cost analysis, benchmark prices, and APA Here’s their latest investor presentation https://investors.tradeweb.com/static-files/37b4f472-c74e-4469-af0d-e1afe4b91930
Just did a little dive on Taiwan oil/gas situation. \~32% of TW oil comes through the strait, but they've moved primarily to US oil, and are trying to source more, also from Africa. Reserves could last theoretically 20 months with rationing, but realistically more like 10%. Electricity (see chip fabs) run mostly on LNG from Australia. So situation isn't as bad as it seems at first. Burgers send more oil plz. Car needs it. 🦅🦅
> U.S. memory chipmaker Micron Technology (MU.O), opens new tab said on Monday it plans to build a second manufacturing facility in Taiwan at the Tongluo site it recently acquired from Powerchip Semiconductor Manufacturing Corp (6770.TW), opens new tab. The new facility will help it expand supply of leading-edge DRAM products including high-bandwidth memory (HBM) to support surging AI demand, the company said.
Ye, news came out yday that in December there were thousands of boats near TW. Lal, thus old af
the thing that is bottlenecking the progress for the chipmakers is lack of electrical infrastructure for a terawatt economy (we're at 0.5 TW average use now, expected to double in five years or less) So, the safe and great play (it is still a great buy) is GEV
* South Korea sources helium, bromine from Middle East * Energy cost spike may raise chip prices, industry fears * AI data centre plans in Middle East could face setbacks SEOUL, March 5 (Reuters) - The U.S.-Israel [war with Iran](https://www.reuters.com/world/iran-war-live-israeli-strike-kills-four-lebanon-us-names-its-first-casualties-2026-03-04/) could disrupt supplies of key semiconductor manufacturing materials, a South Korean ruling party lawmaker said on Thursday, as the conflict in the Middle East entered its sixth day. South Korea's chip industry, which supplies around two-thirds of global memory chips, is also concerned that a prolonged conflict in Iran will lead to higher energy costs and prices, Kim Young-bae said after meeting with executives from companies such as Samsung Electronics [(005930.KS), opens new tab](https://www.reuters.com/markets/companies/005930.KS) and trade groups. "Officials raised a possibility that semiconductor production could be disrupted if some of these key materials cannot be sourced from the Middle East," he said at a briefing with reporters, giving [helium](https://www.reuters.com/business/energy/helium-demand-double-by-2035-tracking-chip-production-boom-report-says-2024-09-09/) as one example. Helium is essential for heat management during semiconductor production and it has no viable alternatives currently. It is only produced in a handful of countries, with Qatar among the leading players in the industry. The warnings come as chipmakers grapple with severe supply bottlenecks due to surging chip demand from AI data centre operators that has tightened supplies to many other industries, including [smartphones](https://www.reuters.com/business/media-telecom/smartphone-market-set-biggest-ever-decline-2026-memory-price-surge-idc-says-2026-02-26/), laptops and automobiles. South Korean chipmaker SK Hynix [(000660.KS), opens new tab](https://www.reuters.com/markets/companies/000660.KS) said in a statement it has "long secured diverse supply chains and sufficient inventory" of helium, "therefore there is almost no chance that the company will be affected." Samsung declined to comment. Taiwan's TSMC [(2330.TW), opens new tab](https://www.reuters.com/markets/companies/2330.TW) said in a statement that it did not anticipate any significant impact currently, and will continue monitoring the situation closely. Contract chipmaker GlobalFoundries [(GFS.O), opens new tab](https://www.reuters.com/markets/companies/GFS.O) said it is "in direct contact with suppliers, customers and partners in the region", and "mitigation plans" are in place. South Korea's industry ministry said the country relies heavily on the Middle East for 14 other items in chip supply chains, including bromine and chip inspection equipment, but that many of them can be sourced domestically or from other markets. # IMPACT ON DATA CENTRES South Korea's chip industry also warned the crisis could deal a setback to plans by big tech firms to build AI data centres in the Middle East in the longer term, thus weighing on chip demand, said Kim, the ruling party lawmaker. Amazon [(AMZN.O), opens new tab](https://www.reuters.com/markets/companies/AMZN.O) said on Monday some of its data centres in the United Arab Emirates and Bahrain were [damaged](https://www.reuters.com/world/middle-east/amazon-cloud-unit-flags-issues-bahrain-uae-data-centers-amid-iran-strikes-2026-03-02/) by drone strikes, sparking questions around Big Tech's pace of expansion in the region. U.S. tech giants like Microsoft [(MSFT.O), opens new tab](https://www.reuters.com/markets/companies/MSFT.O) and Nvidia [(NVDA.O), opens new tab](https://www.reuters.com/markets/companies/NVDA.O) have been positioning the UAE as a regional hub for artificial intelligence computing needed to power services such as ChatGPT. Iran [launched](https://www.reuters.com/world/asia-pacific/iran-launches-wave-missiles-israel-us-republicans-block-measure-halt-us-air-2026-03-05/) a wave of missiles at Israel early on Thursday in retaliation for U.S. and Israeli strikes that killed Supreme Leader Ayatollah Ali Khamenei on Saturday.
Will there ever be a better time to invade TW? I am questioning my lackluster INTC positions
Just ask his sister whether he's a good guy! TW: She has accused him of repeatedly raping and molesting her as a youth with the family's tacit approval. Fast trial, death penalty if guilty.
https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW
https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW
https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW
https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW
https://youtube.com/shorts/fotFcqFGhe4?si=79Dn8DS9dvBzL5TW
Unfamiliar with what TW is in this context? Assuming not Trade Work as none of the tradies I know use it at all lol
I just use it to track my macros. Everyone I personally know in TW has a subscription and uses it a lot, especially at work.
Yall remember those two weeks when Ellison was the worlds richest man? Then his son shortly after tried to buy TW with his dad’s money? Lmao now ORCL is dumping. I know it won’t happen, but please it’d be so funny if they went into a debt spiral
Taiwan's growth isn't limited to TSMC; other industries like memory manufacturing, servers, and cooling systems are also experiencing strong growth. Taiwanese stock index funds have significantly outperformed the S&P 500. You can check out the Yuanta/P-shares Taiwan Top 50 ETF (0050.TW).
Anyone following Trading Web $TW? Excellent EPS and Revenue growth. Record volume last month alone. Down significantly from ATH. Started a position today
Well at least OP isn't like the Germans screaming all day about how nuclear is bad while importing up to 20TW from France on the evenings. Being a frenchman on internet, I was relieved to read "unfair" instead of the usual stuff As for the foreign direct investments... One thing to consider is that Saudi Arabia (or was it Dubaï?) invested 50 billions. That's a one time investment though. So perhaps if we look at several years or a full decade, France won't be much ahead of the UK or Germany in terms of data centers. We're still running ahead thanks to 1) nuclear grid 2) the vast amount of major internet cables going through Brest and Marseille
Am I the only one seeing today’s low as 69.01 on spy daily chart on TW?
Care to elaborate? What is so american in software development that is unique? And dutch engineering? And TW manufacturing? What makes you think that China cannot into these?
This is a direct quote from the article: "Both companies are targeting "low volume, low-tier, non-core" production runs to align with Trump administration directives while preserving their core TSMC(2330.TW) relationships. This dual-foundry approach is designed to minimize mass production risks while satisfying political pressures."
look at silver's weird ass volume right now [Look at the spike of buys 4pm every day](https://finance.yahoo.com/chart/SLV#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)
cnbc has it as 1802-tw for those looking for it (like me) [https://www.cnbc.com/quotes/1802-TW?qsearchterm=taiwan%20glass](https://www.cnbc.com/quotes/1802-TW?qsearchterm=taiwan%20glass)
Ticker is "1802" Taiwan Glass Ind. Corp. (1802.TW)
Ticker is "1802" Taiwan Glass Ind. Corp. (1802.TW)
haha imagine if the ticker was 1738. TW cause then id be like hey whats up hello haha
China stares at this mess with bemusement, readies TW invasion force
I started looking at this today because TW research gave it a plug. I got my head bit off at stock twits because I said this is strange that their pipeline hasn't been updated Here's a quote from it: "P2 data anticipated Fall 2023". Isn't that weird? It's not much to go on but I wouldn't invest in a company that doesn't update their pipeline for over 2 years.
RemindMe! January 20th, 2028 Which outcome is more accurate? 1) Invasion - China invaded Taiwan, many dead, economy in shambles. 2)Status Quo - It's Jan 2028, election is happening in Taiwan, people are arguing online about if the preunification or "status quo" candidate will win. TSMC is still cruising along. # (Jan 10, 2026) |**Entity**|**Market Cap (USD)**|**Share Price**|**Context**| |:-|:-|:-|:-| |**TSMC ADR (NYSE: TSM)**|**$1.678 Trillion**|**$323.63**|This is the global benchmark for US investors.| |**TSMC Taipei (2330.TW)**|**$1.31 - $1.40 Trillion**|**NT$1,585**|The local valuation based on Taiwan's stock exchange.|
Quite a good review. TW don't pay rebates, that should be a huge drawback.....
>Dec 31 (Reuters) - Nvidia (NVDA.O), opens new tab is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co (2330.TW), opens new tab to ramp up production, sources said. >Chinese technology companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock, two of the people said. What did NVDA and AMD guide for China revenue?
I don’t think the geopolitical risk has been priced in. People don’t realize it until China starts blockade exercise which could be quite imminent or in the near future. Although the blockade exercise could be lasting only for a few days, it will be a wake up call to all the fabless designers. Recently TW gov plans to enact laws explicitly requiring advanced modes to stay in TW. All of the parties, US, TW and China, understand the importance of TSMC. TW gov’s such policy move directly contradicts US’ onshoring efforts. I feel like this shows how desperate TW gov is
US average consumption is 470 GW ( annual consumption of 4.1 trillion kWH = 4.1e15 wH = 4.1e6 GWH. Divide by 365*24H = 468GW. China installed 256GW of solar in the first half of 2025, giving them a total solar capacity of 1TW. I assume that's daytime only, but it's more than double the average US energy consumption. China also has had 570 GW of wind power as of May 2025, and has an equal amount in the pipeline. https://globalenergymonitor.org/report/chinas-solar-and-onshore-wind-capacity-reaches-new-heights-while-offshore-wind-shows-promise/ China also had 215 GWH of battery grid storage in 2024, and is supposedly planning to triple that by 2027. https://www.visualcapitalist.com/top-20-countries-by-battery-storage-capacity/ (these references are from me checking the search engine AI's claims, so they are a little scattered, but all in the same ballpark.) A large nuclear power plant is 4GW. How many of those have we built in the last decade? This seems inconsistent with claims that solar and wind are unable to supply large amounts of power, but that nuclear can.
The AOL/Time Warner merger in 2001 was a disaster for the TW stockholders to the tune of $183 billion.
Here is my take: 1) NVDA is leading in semis industry and semis ETF and major holdings of these ETFs due to largest market cap. Thus any bad news and selloff of NVDA, you will see collateral damage to other semis due to ETFs selloff. 2) the 2330.TW (TW exchange orginial TSM) hasn't rebound as much as TSM in Tuesday. 2330.TW generally trade with more volume and has lower volatility than its counterpart TSM ADR. 2330.TW generally swing up and down more slowly than TSM, and TSM's price is linked to 2330.TW by about 1.23 to 1.25 premium after converting spot forex rate. So TSM experience slight pull back after today TW exchange. 3) Japan Rapidus plans to setup its 2nd plants and will start producing 2nm chips in 2027 something, joining TSM, Samsung, INTC to be the 4th foundries. But likely it will face yield issue just like Samsung, INTC. So new competitor to the game, TSM will see some margin squeeze, and weak hand will sell off.
\~ATH, Retail only ones buying, Inflation, AI Hyperscaler doubt, War, TW arms sale, CN trade spat with JP US Anything I missed?
Energy IMO is likely to be the thing that pops the industry bubble. Not that AI is going to be banned because of it, but simply because the timeline for new energy supply is not gonna work out for AI providers. AI providers need to bring online an enormous amount of inference compute to generate enough revenue to pay back investors for their monumental capex. But it seems like the energy bottleneck is the biggest hurdle to that. Like how are we going to rush 50TW of new power plants. There are some promising avenues for energy-efficient chip tech, but then you gotta build out \*that\* pipeline. Yeah, I think energy is gonna be the thing.
Mike Tyson knows something... [https://x.com/itstyson20/status/1987890395854909778?t=cUBNzIaVYSyfoJkc5TW-jg&s=19](https://x.com/itstyson20/status/1987890395854909778?t=cUBNzIaVYSyfoJkc5TW-jg&s=19)
For most national equity markets, it will be a "dog wagging a tail" situation. Look at how non US markets responded to the US bear markets in 2000-02 or 2007-09. The Japanese Nikkei 225 was down in each, the German DAX was down in each. The Brazilian [IBOVESPA](https://finance.yahoo.com/quote/%5EBVSP/chart/#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) was down significantly in each. There were few safe havens, except for bonds and precious metals. Be prepared to rotate early out of all equity markets, excepting companies that have such high cash flows that they can support their share price with buybacks. I (an *Estados Unidos da América investidor*) weathered 2000-02 in oil companies, and 2007-09 in gold miners. Those, plus some non-US green transition stocks, are how I'm preparing for 2026.
Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**
Also, just to mention. CEO aquired 80,000 shares yesterday. Owns a total of 700k+ shares now. Read other news they have posted on TW etc for a better overview.
In a sense, yes. AOL was insanely overvalued, and they knew it, so the used their stock as currency to buy Time Warner. A few years later, AOL was probably worth less than HBO, which was a tiny.piece of TW, so, they managed to hedge against the inevitable crash of their share price and buy some assets that had real value before the dotcom crash that wiped out most of their peers.
> I DO have the luxury of having specced out a (admittedly small) heat exchanger with tantalum actually! /r/instrumentation /r/plc /r/controltheory here. I was on a commissioning job where I go into the field, verify install, and "buy" a loop on behalf of the company. In this case Dow. The installers (lowest bid of course) had installed 21 Thermowells into a batch process heater and slid the Tantalum sheaths (think "metal condom" that say between the cheap mass produced TW metal and the very process specific AND VERY VERY EXPENSIVE Tantalum that was literally just being used as a barrier to the process. These had to be machined and pressed to perfectly fit the TW as well. The installers slid these off, and had stepped on them flat. Like walked over them as if they were part of the packaging. I called the whole crew out and we took A LOT of pictures. Then called our company's off site bosses to request legal advice. The boss said something like, "It's super expensive to get these guys out of bed. Do I need to call now or can we wait until tomorrow?" I was like there is something like $120k in metal + machining with a 20 week lead time, made by one manufacture in the world and this is going to hold up the operation of C-train (Thankfully this section had 4 parallel trains) for whatever daily profits that will lose them AND we haven't yet reported / explained anything to the client. They called legal. We went out there with four cameras and videoed everything. Then we had LEGAL in on a group conference call with the project manager, Dow's traveling project consultant, and the plant manager, as well as Dow's legal team. Thankfully the first thing we did was go to the warehouse and explain in no uncertain terms were the other three crates of the TW sheaths to be given to the construction installers or anyone until they got a call from the plant manager because there had been an issue. Union guys so they were cool with that even though we weren't in the chain of command. I'll give you one guess who was doing the installing... MMR you got it in one. But you get what you pay for. >"Piranha Etch" or "Piranha Solution". Dow has Tickle (titanium tetrachloride) and Teal (Tri-etheal aluminum) on this same site and the has mat for those is wild. One of the things is like, "if the solution eats through the pipe, and it can do that, do not use a regular fire extinguisher. Everything will make it burn more and at a temp to further compromise the piping. Put water on it.... more burning, fire extinguishers... more burning... foaming material in plant wide fire water... more burning. But there are these purple fire extinguishers around. They have THEIR OWN HAZMAT PAGE because they are toxic as fuck, but whatever is in them will put out the fire. Oh yeah how far is the concentrated tank and holding from the cyclohexane pumps? (super flammable, under pressure, and pumps, so they will eventually have seal issues) about 40 yards. I didn't work it but another Dow site had FOOF in he R&D lab, and that's like mad science levels of fuck-off-I'm-going-home. * Do you react the oxides and acid first (with your chemicals) or they just pump it and let it eat away at the pipe 90s?
They’re going to use a lot of power yes, but this is just a shot in the arm America needed to upgrade the electrical grid and plants. (we all know electric cars wasn’t gonna do it) -Anyway, now that Trump is letting these tech companies effectively run their own utility companies onsite/locally, we could see some legitimate innovation in the sector. Capitalism baby! Also, it’s a misconception that the United States is somehow lacking in power. And china is far ahead…dont get me wrong china is killing it on new power generation, but they’re still playing catch up just trying to serve their massive population. Installed Power Capacity (2024): • 🇺🇸 U.S.: ~1.42 TW → ~4.3 kW per person • 🇨🇳 China: ~3.35 TW → ~2.4 kW per person Takeaway: The U.S. has roughly 70% more power generation capacity on a per capita basis. Per capita basis is the best way to normalize and measure how much capacity is really available, (since its people and AI companies pulling from the grid). China would need to nearly double their power capacity to provide the same service levels that the US has TODAY. Or they could just have ~950m people without power? Don’t let the relentless wave of propaganda-bots fool you. China needs and wants the most efficient GPUs it can get.
https://www.reddit.com/r/pennystocks/s/TW8LgyOzz7 DD for those who missed🫡
Live trading through TW. They don't offer paper trading.
Today was a perfect day to buy some ACHR, POET, BBAI, TMQ and OPEN during the dips. I bought about 20 ACHR and POET around 2 PM and the stock jumped back and they are already green! Look into AMTX, TW, QUBT as well.
I actually think the bear thesis would be INTC turnaround in manufacturing, granted that would take probably 10 years+ to play out. China-TW is a black swan that can’t really be analysed/priced in imo.
I’ve never used Fidelity, but their commissions and fees are on their website if you wanna compare. As far as the fills, I can say that ive 100% experienced better fills with Schwab. At one point I was trading with an account in both TW and Schwab and fills were acutely better with Schwab
It might have been a chart with a logarithmic scale. Here's one: [https://www.macrotrends.net/2324/sp-500-historical-chart-data](https://www.macrotrends.net/2324/sp-500-historical-chart-data) You can also [go to Yahoo Finance, click the gear icon above the chart, and set it to "logarithmic."](https://finance.yahoo.com/quote/%5EGSPC/chart/#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) It makes sense that the S&P 500 increases exponentially for a few different reasons. So looking at it with a logarithmic scale makes it linear. However, keep in mind this is not an assurance that the market is fairly valued. Plenty of metrics show that the S&P 500 is historically overpriced; for example, relative to the earnings of the underlying companies. CAPE ratio is a metric of that, which is near an all time historical high.
There's a relatively believable whisper in the circle, that the invasion of TW is officially off CCP agenda. Personally I never believed they were serious about it. Technically and logistically not very viable .
The fking government in TW don’t even think they are chinese, you expect them to celebrate japan’s defeat?
CoreWeave has 35x the market cap of $WULF and not much more capacity than $WULF and TW’s power pricing is vastly superior
1) Yes, I know they are American companies, I said they are PRACTICALLY Taiwanese, because if your products are stamped with TW (Taiwan), and are an export of Taiwan, it's not really the export of the US. 2) Packaging and Final assembly are done outside the US. Some server racks are assembled in Mexico, some in Southeast Asia. Ultimately, the H20 is shipped from outside the US, to China. Shipping it back to the US would be unnecessary from a logistical point of view, so I am pretty sure you are incorrect.
salary is low and TW $ is also low since it is an exporting driven country. then most imported goods can't be cheap.
The recall election was through July - August. I don't think the major US tariffs against TW had really been applied yet had they? It would be more interesting to see what sentiments in TW are after the economic impact hits and people lose jobs/business.
JAPAN IS GOING TO JOIN THE WAR. This is signaling. THATS funny. These people really think THEIR AREN’T Kids who would snitch on them. THIS IS CODE! listen to the wording. JAPAN CAN’t do shit with China active. TW on watch. Most Asian countries waiting for the ball to drop. We are Looking for tiny eye problems. Watch n see. “550” 550b 😑. Anyways kids. World is dangerous. adults r dumb. They’re using codes in plain sight. Thinking kids are too busy to pay attention to the madness. NAH SNITCHING! Ssob / boss•J•apan. Figure the rest. Agency games🤩
I know it actually turned a profit now which the main turning point was edgerunners breathing a second wind and then releasing PL. Which tbh they should once again take advantage of the upcoming new edgerunners show. Would really take them to the no man sky recovery if they keep the momentum. Lots to expand in the cyberpunk universe. Money is a big incentive especially with how far TW4, CP2 will be from now.
Average suicidal gooner degenerate account doesn't need a TW
Had heart palpitations reading this, please put TW next time.
They are doing it so rapidly too. They just surpassed TW capacity in solar farms last month, after connecting 90+ GW of capacity in one month.
I agree, China has a lot of problems tho, but in all out war they all go away anyway… but if they wanted war, we woukd be in it, TW is precarious, I agree there too
The potential rewards far outweigh the risks of you losing your investment at the current INTC price. Worst that could happen is your money will fall asleep while other semis continue to bubble. But that's what hedges are for anyway. One China rumor of a TW takeover can easily send this stock +20% overnight (just like last years related Bloomberg article) or another TSM collab. That's how good a hedge Intel is, esp under the current geopolitics.
Monthly earnings today. (TW) time zone
https://finance.yahoo.com/news/china-airlines-launches-digital-booking-070000105.html China Airlines Launches Digital Booking on WebCargo by Freightos®, Digitalizing Key Global Trade Lanes Freightos (NASDAQ: **CRGO**), the leading digital freight booking and payment platform for the international freight industry, today announced that China Airlines (CAL, 2610.TW), a top-15 air cargo carrier, will be launching on Freightos' WebCargo and 7LFreight platforms.
ChatGPT does not actually _understand_ anything the way a human does. It is just very good at repeating words that are often strung together in its corpus in such a way as to often appear like it understands you. It is fundamentally inappropriate for this sort of question. Also, neither it nor us can actually predict the short-term future with precision. https://www.bogleheads.org/wiki/Dollar-cost_averaging has some statistical information on lump sum versus DCA. My take: you're still two decades away from retirement and so movement here is probably going to have minimal impact on your retirement goals (especially look at [the impact this year has had on this fund - [only about 9% down at the peak ytd](https://finance.yahoo.com/chart/VTIVX#eyJsYXlvdXQiOnsiaW50ZXJ2YWwiOiJkYXkiLCJwZXJpb2RpY2l0eSI6MSwidGltZVVuaXQiOm51bGwsImNhbmRsZVdpZHRoIjozLjMxOTE0ODkzNjE3MDIxMjcsImZsaXBwZWQiOmZhbHNlLCJ2b2x1bWVVbmRlcmxheSI6dHJ1ZSwiYWRqIjp0cnVlLCJjcm9zc2hhaXIiOmZhbHNlLCJjaGFydFR5cGUiOiJtb3VudGFpbiIsImV4dGVuZGVkIjpmYWxzZSwibWFya2V0U2Vzc2lvbnMiOnt9LCJhZ2dyZWdhdGlvblR5cGUiOiJvaGxjIiwiY2hhcnRTY2FsZSI6InBlcmNlbnQiLCJzdHVkaWVzIjp7IuKAjHZvbCB1bmRy4oCMIjp7InR5cGUiOiJ2b2wgdW5kciIsImlucHV0cyI6eyJTZXJpZXMiOiJzZXJpZXMiLCJpZCI6IuKAjHZvbCB1bmRy4oCMIiwiZGlzcGxheSI6IuKAjHZvbCB1bmRy4oCMIn0sIm91dHB1dHMiOnsiVXAgVm9sdW1lIjoiIzBkYmQ2ZWVlIiwiRG93biBWb2x1bWUiOiIjZmY1NTQ3ZWUifSwicGFuZWwiOiJjaGFydCIsInBhcmFtZXRlcnMiOnsiY2hhcnROYW1lIjoiY2hhcnQiLCJlZGl0TW9kZSI6dHJ1ZX0sImRpc2FibGVkIjpmYWxzZX19LCJwYW5lbHMiOnsiY2hhcnQiOnsicGVyY2VudCI6MSwiZGlzcGxheSI6IlZUSVZYIiwiY2hhcnROYW1lIjoiY2hhcnQiLCJpbmRleCI6MCwieUF4aXMiOnsibmFtZSI6ImNoYXJ0IiwicG9zaXRpb24iOm51bGx9LCJ5YXhpc0xIUyI6W10sInlheGlzUkhTIjpbImNoYXJ0Iiwi4oCMdm9sIHVuZHLigIwiXX19LCJzZXRTcGFuIjp7Im11bHRpcGxpZXIiOjEsImJhc2UiOiJ5dGQiLCJwZXJpb2RpY2l0eSI6eyJwZXJpb2QiOjEsInRpbWVVbml0IjoiZGF5In0sInNob3dFdmVudHNRdW90ZSI6dHJ1ZSwiZm9yY2VMb2FkIjpmYWxzZSwidXNlRXhpc3RpbmdEYXRhIjp0cnVlfSwib3V0bGllcnMiOmZhbHNlLCJhbmltYXRpb24iOnRydWUsImhlYWRzVXAiOnsiZmxvYXRpbmciOmZhbHNlLCJkeW5hbWljIjpmYWxzZSwic3RhdGljIjpmYWxzZX0sImxpbmVXaWR0aCI6MiwiZnVsbFNjcmVlbiI6dHJ1ZSwic3RyaXBlZEJhY2tncm91bmQiOnRydWUsImNvbG9yIjoiIzAwODFmMiIsImNyb3NzaGFpclN0aWNreSI6ZmFsc2UsImRvbnRTYXZlUmFuZ2VUb0xheW91dCI6dHJ1ZSwic3ltYm9scyI6W3sic3ltYm9sIjoiVlRJVlgiLCJzeW1ib2xPYmplY3QiOnsic3ltYm9sIjoiVlRJVlgiLCJxdW90ZVR5cGUiOiJNVVRVQUxGVU5EIiwiZXhjaGFuZ2VUaW1lWm9uZSI6IkFtZXJpY2EvTmV3X1lvcmsiLCJwZXJpb2QxIjoxNzA0MzU1MjAwLCJwZXJpb2QyIjoxNzQ3NzY0MDAwfSwicGVyaW9kaWNpdHkiOjEsImludGVydmFsIjoiZGF5IiwidGltZVVuaXQiOm51bGwsInNldFNwYW4iOnsibXVsdGlwbGllciI6MSwiYmFzZSI6Inl0ZCIsInBlcmlvZGljaXR5Ijp7InBlcmlvZCI6MSwidGltZVVuaXQiOiJkYXkifSwic2hvd0V2ZW50c1F1b3RlIjp0cnVlLCJmb3JjZUxvYWQiOmZhbHNlLCJ1c2VFeGlzdGluZ0RhdGEiOnRydWV9fV19LCJldmVudHMiOnsiZGl2cyI6dHJ1ZSwic3BsaXRzIjp0cnVlLCJ0cmFkaW5nSG9yaXpvbiI6Im5vbmUiLCJzaWdEZXZFdmVudHMiOltdfSwicHJlZmVyZW5jZXMiOnsiY3VycmVudFByaWNlTGluZSI6dHJ1ZSwiZGlzcGxheUNyb3NzaGFpcnNXaXRoRHJhd2luZ1Rvb2wiOmZhbHNlLCJkcmFnZ2luZyI6eyJzZXJpZXMiOnRydWUsInN0dWR5IjpmYWxzZSwieWF4aXMiOnRydWV9LCJkcmF3aW5ncyI6bnVsbCwiaGlnaGxpZ2h0c1JhZGl1cyI6MTAsImhpZ2hsaWdodHNUYXBSYWRpdXMiOjMwLCJtYWduZXQiOmZhbHNlLCJob3Jpem9udGFsQ3Jvc3NoYWlyRmllbGQiOm51bGwsImxhYmVscyI6dHJ1ZSwibGFuZ3VhZ2UiOm51bGwsInRpbWVab25lIjoiQW1lcmljYS9OZXdfWW9yayIsIndoaXRlc3BhY2UiOjAsInpvb21JblNwZWVkIjpudWxsLCJ6b29tT3V0U3BlZWQiOm51bGwsInpvb21BdEN1cnJlbnRNb3VzZVBvc2l0aW9uIjpmYWxzZX19), versus 15% for SPY). [Timing the market doesn't work](https://www.schwab.com/learn/story/when-markets-dip-dont-drop-out), so don't do it.