OT: Lets talk about stocks (Part 3)

montreal

Go Habs Go
Mar 21, 2002
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that was a crazy start to the day, had 3 stocks crush earnings in AXON (one of the best stocks I ever bought in my 30+ years working in Finance), TGTX and EXEL both with surprise earnings beats which you don't see too often with Bios plus my GTHX got bought out.
 
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HuGort

Registered User
Jun 15, 2012
21,659
10,644
Nova Scotia
that was a crazy start to the day, had 3 stocks crush earnings in AXON (one of the best stocks I ever bought in my 30+ years working in Finance), TGTX and EXEL both with surprise earnings beats which you don't see too often with Bios plus my GTHX got bought out.
You still in Netlist?
 

SOLR

Registered User
Jun 4, 2006
13,250
6,808
Toronto / North York
Let's talk about stocks, baby,
Let's talk about gains and losses,
Let's talk about all the trends and markets,
And the way we can turn our cents to profits.

Nvidia’s on the rise, driving tech with GPUs,
In the world of AI, they’re the ones you don’t want to lose,
From gaming to data science, they’re making waves so grand,
Investing in their future? That’s the plan, understand.

Let's talk about stocks, baby,
Let's talk about gains and losses,
Let's talk about all the trends and markets,
And the way we can turn our cents to profits.

Tesla’s blazing trails with electric rides so sleek,
Innovation’s in their blood, they’re at their peak,
From solar to self-driving, they’re reshaping how we go,
Put your money in the mix, watch it grow and glow.

Let's talk about stocks, baby,
Let's talk about gains and losses,
Let's talk about all the trends and markets,
And the way we can turn our cents to profits.

TSMC’s the giant in the semiconductor scene,
Building chips for all the tech, they’re the core machine,
From smartphones to AI, they’re the heartbeat of the game,
Back them in your portfolio, they’re rising to fame.

Let's talk about stocks, baby,
Let's talk about gains and losses,
Let's talk about all the trends and markets,
And the way we can turn our cents to profits.
 

ReHabs

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Jan 18, 2022
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Whoops!

China has already de-facto collapsed. Systems like this don't collapse in a boom, they collapse progressively.

Just look at the US manufacturing investment index. it's a f***ing vertical line up. Tells the whole story.

And Canada is next as soon the conservatives are coming in.
We'll replace China's / Russia processing capabilities for the whole west.
That's WHY they are bringing this wave of immigrants.

View attachment 899305
 

SOLR

Registered User
Jun 4, 2006
13,250
6,808
Toronto / North York

To be expected.
Slowdowns are pretty much par for the course in a re-industrialization process for complex semiconductor factories, 30-40% is the industry standard.

And the IRA investments outside the chips act are very poor and not something I would advocate for in a blue moon. They just needed to block the Chinese markets from local businesses (for dumping), that's where 95% of the reindustrialization is happening, the government intervention is completely superfluous on top of trade policy. They should just focus on building the damn infrastructure and stay out of private enterprise.
 

LaP

Registered User
Jun 27, 2012
26,220
20,480
Quebec City, Canada
It's been going on for so long and it has been a known problem all along too so i don't see this changing anytime soon unless people like Luis Rossman gets involved. And it's not only big tech. Patent trolls are a plague too.
 
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Intangir

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Aug 14, 2008
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Montreal, QC
To be expected.
Slowdowns are pretty much par for the course in a re-industrialization process for complex semiconductor factories, 30-40% is the industry standard.

And the IRA investments outside the chips act are very poor and not something I would advocate for in a blue moon. They just needed to block the Chinese markets from local businesses (for dumping), that's where 95% of the reindustrialization is happening, the government intervention is completely superfluous on top of trade policy. They should just focus on building the damn infrastructure and stay out of private enterprise.

I disagree. Governement intervention is necessary to regulate the profit-driven and so inherently-amoral entities known as "private enterprise".

And those IRA investments, even if not the most efficient or profitable, can be a great stimulus for economic growth as they are more intended to foster confidence and "lubricate the machine" of private investments and interest in a meaningful way rather than "put the US federal governement in the black" if you will.

On a macro-economic viewpoint, the decision by the US governement to invest so heavily in chips and semiconductors is a bold but well-thought move. Even if their initiatives end up not paying the hoped-for dividends individually, as long as they get their overall picture to look somewhat like what they envisioned at the start, it's a win for them.

Basically, that investment-heavy approach is the complete opposite of years of Cameron-led (same thing for May, Johnson, Truss, Sunak too) conservative leadership for the UK since 2010 and untill Starmer became PM, where they invested very little in big projects in favor of reducing public debt/taxes for private enterprise and the rich thinking that non-intervention and a favorable tax environement for companies would help with economic growth.

And the apparent failure of that policy has led the UK, alongside numerous non-negligible factors to be clear (BREXIT, the war in Ukraine, Covid aftershocks, etc.), to being the least-healthy big economy in Europe last year and at least for the foreseeable short-term future.
 

SOLR

Registered User
Jun 4, 2006
13,250
6,808
Toronto / North York
I disagree. Governement intervention is necessary to regulate the profit-driven and so inherently-amoral entities known as "private enterprise".

And those IRA investments, even if not the most efficient or profitable, can be a great stimulus for economic growth as they are more intended to foster confidence and "lubricate the machine" of private investments and interest in a meaningful way rather than "put the US federal governement in the black" if you will.

On a macro-economic viewpoint, the decision by the US governement to invest so heavily in chips and semiconductors is a bold but well-thought move. Even if their initiatives end up not paying the hoped-for dividends individually, as long as they get their overall picture to look somewhat like what they envisioned at the start, it's a win for them.

Basically, that investment-heavy approach is the complete opposite of years of Cameron-led (same thing for May, Johnson, Truss, Sunak too) conservative leadership for the UK since 2010 and untill Starmer became PM, where they invested very little in big projects in favor of reducing public debt/taxes for private enterprise and the rich thinking that non-intervention and a favorable tax environement for companies would help with economic growth.

And the apparent failure of that policy has led the UK, alongside numerous non-negligible factors to be clear (BREXIT, the war in Ukraine, Covid aftershocks, etc.), to being the least-healthy big economy in Europe last year and at least for the foreseeable short-term future.
Yeah with laws and rules not investments unless it's necessary for national security (Chips act)
In Canada that should be about energy and resources wealth (competing in the resource transformation game).

Please read what I said next time.

The issue with others IRA investment is with corruption with industries that don't need fed $ to want to make more $. Those are Trudeau-like "investments" from the same gang of people.

Why are you even talking about the UK? Who cares. I wasn't preaching not intervention, I was preaching for clear roles.

Europe won't rebound until they solve their bad set of ideas.
 

RC51

Registered User
Dec 10, 2005
4,952
809
mtl
the crash is coming , the crash is coming, sell everything and buy DJT stock right NOW,don't wait even 1 minute. Become a Billionair like DJT. Buy your own mar-a-lago even better then the one in florida, buy yours in monaco ( no tax) Lambo's are even cheaper in europe. Live the huge hefner life with three new top girls every night ( no condoms ) Dom Perignon and strawberries ever lunch, enjoy evening cruise on your own MEGA YAGHT called " TITS AHOY " ALL THIS just waiting for you to click sell and then BUY BUY BUY ALL DJT STOCK. Join us geniuses at the top of the WORLD. JOIN NOW
:cool:
 

montreal

Go Habs Go
Mar 21, 2002
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It's going back that way

I doubt it but I would buy the shit out of it if so, they have been playing games with the price but the story hasn't changed, my company will own part of Samsung at this rate. One of the current trials they have going against Samsung is for 19 Billion in damages. That's for a company that likely won't reach 150 Million this year in rev. They are already owed over 800 Million from Samsung and Micron.

But the big dog in this starts with the trial in Feb vs Google.
 

HuGort

Registered User
Jun 15, 2012
21,659
10,644
Nova Scotia
I doubt it but I would buy the shit out of it if so, they have been playing games with the price but the story hasn't changed, my company will own part of Samsung at this rate. One of the current trials they have going against Samsung is for 19 Billion in damages. That's for a company that likely won't reach 150 Million this year in rev. They are already owed over 800 Million from Samsung and Micron.

But the big dog in this starts with the trial in Feb vs Google.
.87 cents
 

Hoochi Papa

Registered User
Oct 17, 2020
620
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One thing that bothers me about NLST are the online followers (of course I'm not talking about montreal) that remind me of meme stock cults. Those type of people have often been a terrific sign to steer away from a stock. I assume there'll be a long window of opportunity before it takes off. If it takes off. I ended up being on red because I didn't realize to unload whenever it peaked after court cases and buying back later on. But I'll stick with the little I got and see where it goes from here. I'm still kinda torn for buying so very little of Rolls Royce just before it took off.
 

montreal

Go Habs Go
Mar 21, 2002
58,889
44,599
www.youtube.com
One thing that bothers me about NLST are the online followers (of course I'm not talking about montreal) that remind me of meme stock cults. Those type of people have often been a terrific sign to steer away from a stock. I assume there'll be a long window of opportunity before it takes off. If it takes off. I ended up being on red because I didn't realize to unload whenever it peaked after court cases and buying back later on. But I'll stick with the little I got and see where it goes from here. I'm still kinda torn for buying so very little of Rolls Royce just before it took off.

I think NLST is one of the greatest stories that barely anyone seems to know about. Just look at how this has unfolded,

NLST signs BOC with Samsung, gets access to all of NLST's patents, is the #1 chip co in the world. They break their contract with NLST once they don't need them anymore, get caught in email with the CEO of Samsung saying he knew he wasn't allowed to share this tech but did so with S. Korean gov,

Samsung after being sued by NLST loses to the tune of 303M, on the old tech (think of a 4G phone), they were deemed to willfully infringe which opens them up to more damages. The next round of trials NLST is seeking 19 Billon in damages.

Because of the suit, they no longer have access to any new NLST patents (which they have admitted in court that we have the ONLY patents on the market), guess who's no longer #1 chip co? NVDA gave them Millions in advance for their AI chips and what happened when they finally got those chips? They all failed and were returned.

So who's now the #1 chip co? SK Hynix. Who did NLST sue for Millions and beat in court, SK Hynix, who they then did a 5 year sales deal (which will be coming up in a year), they have access to all of NLST's patents.

Micron is already toast, we kicked their ass in court. Samsung is going to owe NLST a lot of money unless they somehow can buy off the CAFC. Google will be tougher since they are so huge and that case is in CA unlike the others they won in TX.
 
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Hoochi Papa

Registered User
Oct 17, 2020
620
1,009
I think NLST is one of the greatest stories that barely anyone seems to know about. Just look at how this has unfolded,

NLST signs BOC with Samsung, gets access to all of NLST's patents, is the #1 chip co in the world. They break their contract with NLST once they don't need them anymore, get caught in email with the CEO of Samsung saying he knew he wasn't allowed to share this tech but did so with S. Korean gov,

Samsung after being sued by NLST loses to the tune of 303M, on the old tech (think of a 4G phone), they were deemed to willfully infringe which opens them up to more damages. The next round of trials NLST is seeking 19 Billon in damages.

Because of the suit, they no longer have access to any new NLST patents (which they have admitted in court that we have the ONLY patents on the market), guess who's no longer #1 chip co? NVDA gave them Millions in advance for their AI chips and what happened when they finally got those chips? They all failed and were returned.

So who's now the #1 chip co? SK Hynix. Who did NLST sue for Millions and beat in court, SK Hynix, who they then did a 5 year sales deal (which will be coming up in a year), they have access to all of NLST's patents.

Micron is already toast, we kicked their ass in court. Samsung is going to owe NLST a lot of money unless they somehow can buy off the CAFC. Google will be tougher since they are so huge and that case is in CA unlike the others they won in TX.
Do you know when Samsung or Micron need to pay their damages to Netlist or do they try to kick the can further down the road? That is my biggest concern, especially now that Netlist had to dilute once again with rather low stock price. Are they trying to bankrupt Netlist by forcing them to bleed everything they have to lawyers?

Anyway, I appreciate your post. It's a level-headed roundup about the case and gave me some new infirmation.
 
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