Anyone know semi tech industry well? I’m hearing some bubbles around SiC wafers and how this might usher into the next semi super cycle with EV, etc. Curious if anyone have any insights.
Cloud, Machine Learning and big data will drive the next five to ten years of semiconductor growth. Just think where industry was in early 1990s with internet. So, I think expectation of boom in Semiconductor is real. US is asking TSMC and Intel to build fabs in US so that China and Taiwan are kept out of semiconductor supply china. Yesterday, global moved its headquarters to NY (another declining state getting some positive news after a long time).
1 Like
.
Only expertise of @manch 
that nobody would challenge. He is 10+yrs ex-INTC.
In bubble or about to start to bubble?
Have been doing so. Are you saying continued high demand or increasing growth in demand?
A friend of mine asked will Intel live next 5 years. And the bigger question is whether INTC is Too big to fail of American semiconductor that US government will protect it from fall (like it did to GM and Financial Bigwigs). If intel is dud, it should go down.
I am saying the demand will increase. The effort in this direction (ML/big data) is only about 5 years old. A lot more to be done, and then increasing demand creates new demand in boom phase.
1 Like
About to start the bubble but it’s not software so might take a while. Looking at CREE and ACEV right now (started initial position in CREE Friday). I generally agree with overall cloud, AI/ML and especially the edge computing side of AI/ML driving the semi stocks…but these are known. I’m looking for things that’s under that radar, that can be as close to 10x as possible for the next 5+ years.
2 Likes
I am not good stock investor myself. But, I will say this. Do not chase the under the radar gems. Just look what is around you and poised to grow. TESLA was never under the radar but made several millionaires. So did amazon and many others. Look what is in you plane sight, well researched, well followed, and well understood (to borrow from Buffet).
3 Likes
Cree to Invest $1 Billion to Expand Silicon Carbide Capacity
“We continue to see great interest from the automotive and communications infrastructure sectors to leverage the benefits of silicon carbide to drive innovation. However, the demand for silicon carbide has long surpassed the available supply. Today, we are announcing our largest-ever investment in production to dramatically increase this supply and help customers deliver transformative products and services to the marketplace,” said Gregg Lowe, CEO of Cree.
1 Like
why not just invest in ARKK?
.
Personality profile.
The academic reasons for not investing in ARKK:
a. Control 
implicitly perceived higher return than ARKK
b. Learn more
c. More fun
1 Like
Still didn’t decline much. Is this a ROKU or a BB? Will it, like FIT, be acquired by a mega cap?
Meanwhile, TDOC makes a new low, now is RED for me… consolation is had reduced stake by 50%.
…
Recently, you and JC are in the same page.
“There’s been a lot of damage done, but given how much the stocks had run going into this sell-off, many of them could still experience a lot more downside before they start looking enticing,” the “Mad Money” host said.
In a list of 75 tech stocks, Cramer noted that on average they are down 37% from the highs. Despite the decline, their valuations remain elevated when compared to corporate outlooks.
“Without a major decline in interest rates, I think the cloud cohort will continue to struggle, and there’s no hurry to do any buying until we get to lower levels for most, if not all, of these stocks,” Cramer said.
COIN SQ RBLX
1 Like
I don’t know any of these - but they were posted on Twitter a while back:
$LTRN: cancer is a trillion dollar’s mrkt & the firm has a much better chance of success by matching the right drugs w/ right patients
$SAVA: AD is also a trillion dollar’s mrkt & the firm has shown impressive 6 months’ data in P2 trial
$ATOM: chip is a $600B+ mrkt & growing, & the firm’s semis material & IP helps extend Moore’s Law
$GSIT: the firm’s in-memory high performance computing breaks the Von Neumann bottleneck & will be a key to the next-gen AI apps/similarity search
3 Likes
1 share of each won’t move the needle for anyone though.
bet big. 10x or go home.
Fastly is about to get acquired.
It’s now obvious Cloudfare is the clear winner in edge computing. Fastly’s only hope is to sell itself to a big player like the Big 3 public cloud companies.
1 Like
Acquisitions always happen at a premium.
1 Like
.
Previously I ask him whether he is evil or egoistic, the conclusion is clear.
