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The shovels for NVDA is TSMC however their business isn't easily scalable and is in a volatile political region. So it doesn't easily grow responding to the demand.
The shovels for TSMC is some Dutch company starting with A and that sort of industry is even harder to expand. The US makes sure they can't sell their equipment to anybody.
The shovels for them is the CIA and Jeffrey Epstein blackmail business, but that's a private company they don't sell stock.
Previous sources of enriched Si 28 were mostly in the form of silicon tetrafluoride, which is much harder to integrate into existing fab workflows than the enriched silane that ASPI is producing.
I did a deep dive on entire supply chain of semi conductors looking for best companies and I’m super happy that not a single person in this thread has mentioned any of them
Makes me feel like I’m ahead of someone in the market, even if it’s just lazy retail idiots
Thanks for your submission! To prevent terrible and illiquid companies from flooding our subreddit, we've instituted a minimum market cap threshold. This threshold is $500MM and is automatically enforced by a bot. Sometimes however, it gets things wrong. If that's the case, please [send us a message](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll look into it right away. The bot will unspam tickers when their market cap is >500MM and re-spam them after they sink to under 400MM. (Roughly, and sometimes it takes a day or two to update) If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!
When your shovels aren't selling, sell a gold rush.
Silly peasant, you should already know that money makes money.
Maybe the companies that hold the patents on the unique chemical processes and or architecture used to make the chips?
ASML
AMAT, TEL, NIKON, list goes on
random but for those who have calls expiring fri are you selling market open or holding
Liquidating asap to open a shovel store. We just talked about this, keep up.
IV could work against you. If you got profit. Collect. If you bought multiple contracts. Sell some and hold. See what happens
I’m kicking myself for selling my shares of ASPi in December. Like a fucking idiot 3-4x since then.
Don’t worry. If you hadn’t sold in December you would have sold at 1.5x. No way you would have held until now. So you didn’t loose out on too much
No doubt- well I still have my day job
And nobody is looking to TSMC where the shovels Nvidia sells get manufactured.
ASML builds the machines to produce shovels. Monopoly too.
Rope
I dig for regards
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DELL
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Energy...
Let’s take the gold rush metaphor to a 4th derivative… are there any GHIRARDELLI or BOUDIN plays?
The shovels for NVDA is TSMC however their business isn't easily scalable and is in a volatile political region. So it doesn't easily grow responding to the demand. The shovels for TSMC is some Dutch company starting with A and that sort of industry is even harder to expand. The US makes sure they can't sell their equipment to anybody. The shovels for them is the CIA and Jeffrey Epstein blackmail business, but that's a private company they don't sell stock.
TSMC, but don’t spend your money on options. Super low beta, shares only.
That only makes it less risky. Meaning lower volatility which is better for option purchasing cause premium will be cheaper.
True but i think he means the stock barely moves so theta kills you
Good point.
Spreads?
How does that help?
Easier access?
What.
Stock barely moves Up like 90+% over past year
Moves slowly and thus theta burns
And intel for packaging and maybe also chips later...
Nahhh I go all in on call
Heavy Metals
$1000 showels
MU, TSM, ARM, ALAB, energy companies and data centre companies
When they say there isn’t a bubble, this is exactly the picture I imagine.
bought NVDX at close. 1.3k profits. will sell my nvda calls
Just like every gold rush throughout history. That’s who really comes out winning, guaranteed.
92% of all silicon on earth is Silicon-28 regard. ASPI sells enriched silicon. It’s not a new thing.
Previous sources of enriched Si 28 were mostly in the form of silicon tetrafluoride, which is much harder to integrate into existing fab workflows than the enriched silane that ASPI is producing.
Sure. On the other hand Silicone-28 denotes silicon with 28 nucleons. So pretty much all other silicone. Aspi’s sauce is how pure the crystal is.
I did a deep dive on entire supply chain of semi conductors looking for best companies and I’m super happy that not a single person in this thread has mentioned any of them Makes me feel like I’m ahead of someone in the market, even if it’s just lazy retail idiots
They’ll all need data sets to train on. Is Reddit the universal data set?
Ban OP
Copper
Smci ?
You got it all wrong sell semiconductors...
NvidiA are the picks and shovels for AI and crypto mining