I see that in 2 to 3 yrs. Once competition starts to knock out nvda and they start losing market share the stock will lost half its value within months, also once Google, tesla, Facebook msft and the others stop spending the billions they have been on these AI chips nvda will be ready for its decline. Right now these companies are fighting for the best AI capabilities but once they find out the billions they are spending aren't bringing in much to their bottom line the AI bubble will burst. ....
I remember Taleb talking about the effects of oil and stocks around the Gulf war, etc. Basically, what everyone thought for sure would happen once war starts... the opposite happened. So bare that in mind.... no one really knows.
Wouldn't all that money get pumped back into the market? Isn't that the problem with the quantitative easing or whatever they don't let the markets tank which makes for a healthier market.
After Hong Kong·s demo of life under the Communists, imnsho, there's zero chance of peaceful annexation (there's no such a thing as reunification). If China invades Taiwan, fuck the stock market, buy canned beans and ammo
They wouldn't invade. They'd surround and create blockage of the island. If there is lack of international support, Taiwan would reunite peacefully rather than suffer great loses with no chance of winning. They are waiting for the right time.
In my view, no chance of this happening in the foreseeable. By the way, a blockade is an act of war, nothing peaceful about it. Oh, and then there's the chips, of course.
This post has aged well. You all thought the market was acting irrationally, and we were due for a massive capitulation. I told you all that we are doing exactly as expected, and the TA says this could run to $620's. If you go back in history and compare rallies to corrections we have had a cluster of corrections which takes the pressure off...kind of like small earthquakes do before the big one. Just looking at symmetry we are due for a bigger one...MACD is rounding.