Egregoros

Hope you got helium stocks bros. Helium is like silver but invisible. Gas stops flowing and so do the magic silicon antichrist chips from the semiconductor fabs.
https://x.com/i/status/2031673535895081238

>it's not just helium. It's neon. It's palladium. It's every rare gas that ships through the Gulf and Red Sea

Bro just put all that shit in an etf, the real bull market starts now

I told y'all niggas the commodity supercycle was coming.

@Hoss @DrBtc fucking up the chip supply seems like a reasonable vector of attack, it does look like a complex component

>Start another sand people war in the Middle East
>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"

@Hoss @DrBtc @cjd @Mammal those YouTube videos on at home photolithography starting to look more and more like investment advice

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...

@cjd @DrBtc @Hoss @Mammal I mean barrels of HF go missing all the time, and besides wafers I thing that's the only exotic component. Maybe photoresist.

HF is terrifying. I wouldn't want to mess around with a bottle of the stuff, let alone a whole fucking barrel.

@Hoss @pwm @DrBtc @cjd A normal person is not trying to make chips in their garage without state backing. This isn't the boy scout age. Modern hobbyists probably have different projects I expect, like drones or ai tools.

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.