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The New Coffee Room

  1. TNCR
  2. General Discussion
  3. This is good news

This is good news

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  • jon-nycJ Offline
    jon-nycJ Offline
    jon-nyc
    wrote on last edited by
    #1

    Person. Woman. Man. Camera. TV.

    1 Reply Last reply
    • KlausK Offline
      KlausK Offline
      Klaus
      wrote on last edited by
      #2

      Why is this good news? Independence?

      jon-nycJ 1 Reply Last reply
      • HoraceH Offline
        HoraceH Offline
        Horace
        wrote on last edited by
        #3

        It reminds me of Micron, the 4-bagger that was, after Trump's tariffs in april. It has languished for so many years. A guy named David Tepper used to be a big believer, but he's long since sold. He was considered the greatest human stock picker in America at one time. He became a billionaire on wall street at some point and bought his ex-boss'es ex-house, then destroyed it, just for the fun of it. A guy who holds grudges. But his grudge in this case did not outlast the market. Micron fell to 60 after Trump's tariffs in April, and is now 240. Another obvious in hind sight play, along with Intel, after America invested in them. It's never too late.

        Education is extremely important.

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        • KlausK Klaus

          Why is this good news? Independence?

          jon-nycJ Offline
          jon-nycJ Offline
          jon-nyc
          wrote on last edited by
          #4

          @Klaus said in This is good news:

          Why is this good news? Independence?

          Yes. He’d build it in Texas, not Taiwan. And that’ll be never be a part of China.

          Person. Woman. Man. Camera. TV.

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          • X Offline
            X Offline
            xenon
            wrote on last edited by
            #5

            That's huge. Very high investment and very steep learning curve. Glad someone is doing it.

            1 Reply Last reply
            • AxtremusA Offline
              AxtremusA Offline
              Axtremus
              wrote on last edited by
              #6

              Tesla is the right company to do it, because it needs high-powered IC, very different from the rest of the chip-making world's focus on low-powered, energy efficient chips.

              1 Reply Last reply

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              With your input, this post could be even better 💗

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