Re: Electronics tariffs have gone from relief, to rescind,

augusta courter · 2025-04-14T00:51:19.083Z

To increase in about 22 hours. GUYS - I am a right leaning dude - fiscally conservative, socially a little left until they talk about chicks with wieners running a 400 against a girl. But this carp of playing with billions, if not trillions, is doing an excellent job of lowering the value of the dollar and raising bond yields. This is a BIG effing DEAL. If you don’t understand why, then you may be fit to be on trumps advisory team. If you do, please write your Rep. it’s an old school thing to do, but let them know that only Congress has the authority to enforce trade agreements - the Pres can only negotiate them…this is important. Daily, we are getting lower in the world’s economic pecking order. Pretty sure I’m not ok with that.

Electronics tariffs have gone from relief, to rescind,

Re: Electronics tariffs have gone from relief, to rescind,

One question from the Press to DJT

Re: Electronics tariffs have gone from relief, to rescind,

He's also messing with pharmaceuticals and semiconductors. The first is huge and could upend our health care system and get thousands or hundreds of thousands of people dead in short order as it disrupts pharma's supply chains and causes drug prices to soar and availability to become unreliable.

The second could literally destroy the Western industrial base...and with it, Western civilization. Anyone moronic enough to mess with semiconductors in any way that's threatening or destabilizing is a dangerous six-year-old playing with a live grenade.

That one affects everything from markets to technology to manufacturing to defense to AI - literally, every pillar of our modern society. Credit to Biden (who I'll credit with very little else), he absolutely understood that semiconductors were literally the most important product on the planet, in history, ever, and his policy was fashioned accordingly. He dumped billions into stateside chips production, he formed Pacific Rim alliances aimed squarely at defending Taiwan - and its priceless TSMC foundries - and he cut the Chinese off from vital inputs like ASML's lithography machines, German's top-tier Zeiss precision lenses, and the US's micromillimeter lasers. Which is exactly what any president should have been doing at an absolute minimum.

This is getting bigger than politics or economics. This is getting to be about survival. And this is where the serious people with cold eyes who can do math are going to start solving for x...if they haven't already.

And this math is very simple.

Re: Electronics tariffs have gone from relief, to rescind,

Tigerbalm1®

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Apr 14, 2025, 12:05 PM

yeah, the I9 was a toaster oven,, We had switched to AMD workstation buildings back in 2019 and never looked back. The remaining i9's burned through several water coolers, whereas the AMD ran about 30C degrees cooler, were 2/3rdrs the price, and about 20% faster. Nothing has changed here.

Rumor is INTELS' new CEO is going to split their chip manufacturing and chip design divisions, I seem to recall Trump mentioning a deal being made with SMSC to bring sub 3nm to domestic soil, seems the obvious choice. Sitting at 20$ per share, could be a good buy, they seem to have been immune to the volatility in semiconductors, as their stock has not budged for over a year, except after hiring a new CEO it spiked about 25%, then settled back to 20. I pulled a nice little profit from that, but curious what you think about them as a 2-3 year investment, being this is all rumor and speculation. They, albeit behind, would be the obvious choice to pursue domestic manufacturing of sub 3nm chip production.

BTW, nice Rug pull by Trump, after hours Friday he leaked that semis won't receive tariffs in China, only to rescind them on Sunday(aledgedly). Nvidia spiked up 5 points in pre-trading and is now talking losses below Friay's high. It is like the markets are being rigged for institutional investors that can move volume in early trading. The thought of holding onto security over the weekend is terrifying, but in this case, had you, it would have been a nice 5% return overnight. Unfortunately, these profits are not being taken by retail investors who are sitting on the sideline due to volitility, while the day traders are left picking at scaps

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Electronics tariffs have gone from relief, to rescind,

We are the top, otherwise these would zero effect.***

Re: We are the top, otherwise these would zero effect.***

It can change hourly based on whatever