https://x.com/i/status/2031673535895081238
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https://x.com/i/status/2031673535895081238
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27Bro just put all that shit in an etf, the real bull market starts now
I told y'all niggas the commodity supercycle was coming.
>Iran suicide bombs the entire AI bubble in an act of glorious geopolitical martyrdom
>???
>PROFIT!!!
CHI CHI CHI CHIP SHOOOOORTAGE
This is what amerifats think when they hear the words "chip shortage" ![]()
A video popped up in my recommended recently featuring a guy turning the interior of his shed into a proper clean room.
If the chemicals to do it at home are available enough that you can get them, it means everything is okay enough that chips are still being made at fabs...
If we ever get to the point where there are no fabs operating (won't happen IMO), photoresist, metal deposition stuff, etc will all be unobtanium.
IDK, I think China's EUV supply chain will be fine, and the US needs to undergo a restructuring so things stateside are going to be a little chaotic for a while.
Are you okay?
HF is terrifying. I wouldn't want to mess around with a bottle of the stuff, let alone a whole fucking barrel.
You don't need to believe in a helium shortage to have a chip shortage. SEA is fucked on LNG, that alone is going to cause a whole bunch of stuff to just stop happening, and the supply chains behind fabs are insane, so chips are a canary in the coal mine.
Ive seen the videos of old intel 386 under the microscope and its insane, regardless of anything modern. Can't imagine why anyone would want to etch a chip in their garage even if they could. All that stuff is really cheap to get off the shelf stuff and program it for your own uses.
The same reason why people write free software. It's a fun challenge in the hopes it's useful to others