The Impending Semiconductor Collapse

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The Impending Semiconductor Collapse

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Wall Street Millennial

Күн бұрын

Пікірлер: 139

@wallstreetmillennial Жыл бұрын

Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: masterworks.art/wallstreet

@warrenbailey5469 Жыл бұрын

no thanks

@vicwangqdao6199 Жыл бұрын

Just signed up. Great experiences! looking forward to getting more familiar in the field. Thank you guys!

@parafitality2730 Жыл бұрын

I get better and instant results from roulette

@darrendent8288 Жыл бұрын

NOPE

@WPaKFamily Жыл бұрын

Masterworks is dogshit. Only invest in stocks.

@KuisineMS Жыл бұрын

I hear “fine art” i skip the next 30 seconds 😂

@vanesslifeygo Жыл бұрын

Despite all this bad news, Semiconductors are essential to what we do these days and to do the future as well. I'm sure there's room to invest after it falling so far into the red.

@I-l-l-l-l-l Жыл бұрын

Still stocks are cyclical and companies like intel are down since 1999. still need to pick the one or two winners and have good timing to hit the cycles.

@fanban2926 Жыл бұрын

@@I-l-l-l-l-l no need to pick winners, you can just invest in an etf if you can't pick winners.

@travisshooks7374 Жыл бұрын

Do we use more semiconductors today than we did 5 years ago? Yes. Will we use more semiconductors in 5 years than we use today? Yes.

@sandrosilva1798 Жыл бұрын

It's just a kind of dumping to rebuild it soon. Without China.

@codycast Жыл бұрын

Did I plow Travis shooks mom? Yes.

@rkan2 Жыл бұрын

It doesn't matter though if the money printing doesn't keep up. With newest processing techniques the single transistor might not get cheaper even if the density still goes down.

@sko1beer Жыл бұрын

Will we be adding chip to products that don’t need them in in 5 years? Yes

@jamessan6921 Жыл бұрын

Chips are cyclical

@cyril_ogude Жыл бұрын

I’m gonna short Masterworks because it’s the new Crytpo/NFT. You can’t see one video without a damn Masterworks ad

@dontthrow6064 Жыл бұрын

you can't tell me the best investment and the one that always goes up is the one that doesn't* do anything * -> (i remember mentions about art being used to avoid taxes - maybe wsm should make a video on this)

@dontthrow6064 Жыл бұрын

regarding shorting - In the 1930s, economist John Maynard Keynes said: “Markets can stay irrational longer than you can stay solvent."

@BillCarrIpswich Жыл бұрын

>"We're in an 'everything' bubble, it's gonna burst soon" >Not art though, line go up forever with art

@osamataha336 Жыл бұрын

The biggest issue with art aka masterworks, is the pool of investors is limited so it takes a while for an art piece to sell so it's basically a glorified bond. We might over come this by selling your share to some other users but at that point we are talking NFTs so yea this shit isn’t for the average joe

@KnightGab Жыл бұрын

Comparing art, which is an existing asset, to an NFT, that’s literally a digital copy that can be copy pasted

@aightm8 Жыл бұрын

The semi shortage is in the low end chip market. Not in the PC market. Think the CPU in your microwave, this is where the shortage is. So things like PC shipments have absolutely nothing to do with it. You should do further research on the topic

@Allen-L-Canada Жыл бұрын

yes, this is the point most of the media are confused. Computer CPUs' demand are actually falling sharply after covid, it's the low end chips (> 18NM) are in shortage. Intel builds those fabs are primarily for those low end chips.

@dopemusic6414 Жыл бұрын

I'm so happy I recently found this channel. I'm bingeing on all of your old ones.

@codycast Жыл бұрын

🚨 simp 🚨

@djayjp Жыл бұрын

For an industry that moves as fast as semis, in terms of technological progression and rates of obsolescence, you simply NEED a just in time inventory system.

@NotKimiRaikkonen Жыл бұрын

0:51 another hot Cramer tip... how he ever ran his own fund is beyond me.

@mrspero4353 Жыл бұрын

Never forgot him saying to buy more bear stern as it was falling to nothing 😂

@id10t98 Жыл бұрын

@@mrspero4353 Cramer says they have great management over at Bear, he's just looking for a bull market somewhere.

@e.sanoop110 Жыл бұрын

Semi conductors demand will always be high but due to the low supply, prices are expected to increase as well the stocks of those companies as well because high demand with low supply means prices are bound to increase.

@kevinbarry71 Жыл бұрын

The semiconductor industry has always been boom or bust

@reggie2261 Жыл бұрын

PC declined in sales replaced by smartphones, data centres are growing, internet of things are surging….etc long on semiconductor

@rhythmandacoustics Жыл бұрын

True that Semiconductor Industry is cyclical, but you are wrong that there is glut. You just skimmed this industry. Lots of the demand is not just GPU's. GPUs are in demand because some cyrptocompany horded the GPU's. Lots of other types of semiconductors such as sensors are still in demand.

@tossed_about Жыл бұрын

Fabulous analysis of Masterworks prospects. However, US analysts seem to be fixated about the 'coming depression' and it colours your semiconductor analysis as well. Demand is staying strong across the world in spite of all the headwinds with continuing good earnings in most sectors. Semiconductor mnfg has a strong immediate future imho.

@FiRezfps Жыл бұрын

5:12 Surely you meant ETH. GPUs have not been efficient for mining BTC for years. If you want to mine anything that uses SHA 256 algo you need ASICS

@mrspero4353 Жыл бұрын

💯💯

@__Wanderer Жыл бұрын

impending? What are you talking about - it's already happened xD Semiconductor stocks are down 40+% across the board

@kurtwalker8849 Жыл бұрын

Personally, you and other finance channels lose a lot of credibility with me pushing this masterworks scheme.

@SoundShunter72 Жыл бұрын

Maybe we shouldn't put chips in everything. It's cringe as hell.

@id10t98 Жыл бұрын

Electric vehicles are said to use 2x the amount of computer chips that ICE vehicles use. With almost every automaker on earth going towards EV's in a big way, this chip demand will continue.

@SuperWotman Жыл бұрын

There is a chip shortage but there are to many kind of semiconductor and there is no real shortage on most of them. What could really bring the shortage back in some areas is the recent export control the us passed. The chips in cars are not as high end as the ones that are in your pc so they are more easily produced. Because of the Oligopoly and near zero real competition they will adjust the manufacturing and keep profits high. So in conclusion there are still shortages but for specific chips and there is no doubt that chips will be in ever more products,so i personally believe the semiconductor market still is and will be a good long term investment.

@GerbenWulff Жыл бұрын

Most export controls will only become active in a year. This will guarantee another year of high demand for high-end chips from hoarding Chinese. And a crash after that.

@son_guhun Жыл бұрын

I'm sure another comment has already pointed this out, but GPUs are NOT used to mine Bitcoin (though I guess you could use them if you want to waste electricity and make negative returns).

@shawntan2360 Жыл бұрын

GPUs haven't been used for Bitcoin mining since the early 2010s. It was Etherum (and other less mainstream coins) mining.

@ericbosken3114 Жыл бұрын

Fwiw, the increased demand for GPUs was *not* caused by Bitcoin miners. Nobody uses GPUs to mine Btc. Ethereum miners are the ones who drove up GPU demand (though Ethereum mining no longer works on GPUs).

@zoomervalueinvestor Жыл бұрын

What I dislike about the title is a lot of the "impending" slowdown is priced into stocks today

@eugeneclark1118 Жыл бұрын

Cagrayson No added letters or numbers

@eugeneclark1118 Жыл бұрын

You can communicate with him on telegram.s with the username.

@owlegrad Жыл бұрын

I don’t object to ads but man that ad read is just too much.

@adhdengineer Жыл бұрын

Bitcoin wasn't mined on GPUs. That was Ethereum, which has now moved to proof of stake rather than proof of work

@mrspero4353 Жыл бұрын

How do you think the change to POS has gone?

@IanHobday Жыл бұрын

Hoarding is what has caused most of the issues we are experiencing today, including overheated inflation. The coming reset is going to cause a lot of pain.

@render8 Жыл бұрын

So wait, semiconductors are sitting on the shelf... I just thought there was a shortage and auto manufacturers were scrambling for chips? I must have missed something🤔 PS the way our society operates, how can we ever have too many semiconductors... For Pete's sake even my flashlight has microchips in it

@side-fish Жыл бұрын

5:11 Actually, bitcoin is no longer profitable by GPU mining since a decade ago. All bitcoin mining are done by ASICs. I think you were referring to Ethereum, which recently switched to Proof of Stake, so they no longer require GPUs to mine and miners are now selling them.

@mrspero4353 Жыл бұрын

💯💯

@QuantumDynamics 6 ай бұрын

Wish I bought

@inthebedrightnow Жыл бұрын

2:58 Skip the ad

@evolor Жыл бұрын

3:08 LOL, F the rest, you got to relax and laugh a little at the small stuff.

@christpunchers Жыл бұрын

GPUs were good for ethereum and other PoW mining but not for bitcoin mining.

@mrrolandlawrence Жыл бұрын

silicon is going to get cheaper. always does. like you say.. prices are back to pre fed cash pumping of a few years ago... this is quite good as its already unwound the nuts P/E that the rest of the S&P has to go through. no chance that the bottom is in. buying while still going down is a risky and bally move. wait for the start of a reversal. you might miss a few % points but you will protect your capital. as for new fabs, they will be more highly automated than ever before. so intel is right to ditch 1000s of staff. they are just not needed anymore in a highly automated factory. their profit margins are still pretty high. over 50%. ratios that other sectors would dream of.

@Lee-pf6od Жыл бұрын

There is no such thing as 'no chance' in the market, no easy money

@mrspero4353 Жыл бұрын

Buy buy buy, we are literally about to start building robots soon

@Taxevaderism Жыл бұрын

You dont mine Bitcoin with GPUs, this is also economically not viable. Bitcoin Mining is done with ASICs.

@driesanalog4187 Жыл бұрын

On the mid and long term it will all be fine.

@BeautifulEarthJa Жыл бұрын

The supernormal profits should be used to make up for low prices now

@MrRedsjack Жыл бұрын

Any prediction on the bottom time for semiconductors stocks? How much drop are we still in before a bottoming out?

@nappiral Жыл бұрын

Nice run down. FYI nobody has mined Bitcoin with GPUs in 7-8 years. Maybe they were mining something else but it wasn't btc driving it.

@hugo9618 Жыл бұрын

This is the end. Soon we will be writing on cave walls, and counting using our fingers.

@coolbananaboy5075 Жыл бұрын

LOL - Jim Cramer, 100% record of being wrong.

@ebygeorge6399 Жыл бұрын

Stop taking ads from masterworks, you might live to regret it, like FTX promoters

@jameshoffman552 Жыл бұрын

If it reduces Tesla’s OpEx, it’s cool with me.

@xcab66 Жыл бұрын

Well I managed to get my Xbox Series X after a long wait, so I'm happy.

@dougsheldon5560 Жыл бұрын

Kramer? Say no more.

@jburron Жыл бұрын

Jim Kramer is great at extrapolation, not so great at insight (he told people to buy Bear Stearns just before it went kaput).

@Qibbles Жыл бұрын

wait… cramer said nvidia will be a 10t company?? why not 100t? why stop at 10? this guy is high as heck

@ShotgunAFlyboy Жыл бұрын

Posibly it's because the new PCs just suck.

@ktktktktktktkt Жыл бұрын

smh wall street millennial... I thought you were done with the terrible masterworks ad reads... do you really want me to go over all the issues in the analysis you provided with regard to the goldman sachs article AGAIN?

@sidl834 Жыл бұрын

Hi, You are doing a great work and I have a great amount of admiration about all your work. But I have a different take on this, I believe that Semiconductor Industry may not give good or any retunes in long team, since Government's across the Globe have realized the importance of Semiconductor and the need for self-dependence on it, hence these Government's have invested heavily in this sectors, which in turn will lead to increased supply of the good in the market which will dramatically affect the product price thus the stock`s will tank a lot. Once again, Thank you very much for the all the great work you are doing, please accept my granitite from Bangalore (India). Regards, Sid.

@minimalistic_banhaus 3 ай бұрын

This will go down as an all-time bad take.

@jesseholliday3480 Жыл бұрын

Dirtiest ad ever, is "diversify into fine art" investment advice?

@TheRealPolvito Жыл бұрын

Jim Cramer strikes again 😂

@belle2541 Жыл бұрын

Vehicles run just fine without a computer. Even better, actually. Just one less repair expense. Cars can be designed and built without a computer, and they should. Free up components for computing devices.

@QuantumDynamics 6 ай бұрын

You are so clever 🤦‍♂️

@fellbeast3040 Жыл бұрын

Dude you shill the art sponsor way too hard and lose any credibility.

@parafitality2730 Жыл бұрын

Ethereum mining, not Bitcoin mining

@rafaelmolina123 Жыл бұрын

I just like AMD. Coz my whole family (whole family on my side and my wife's family too) uses it. All AMD.

@thickcheeks9603 Жыл бұрын

Wait for a confirmed bottom, I don't know shit about fuck, this IS financial advice!

@daultimate100 Жыл бұрын

Jim Cramer 😅

@pazuzuxx Жыл бұрын

I'll be dca purchasing 1000 shares of SOXL and 100 of SMH. I should be in a very nice position come 2035.

@MrRedsjack Жыл бұрын

Not yet. Wait for the fed to begin to stop rising rates. Otherwise your long positions will keep getting hammered by money flowing from the stock market into bonds, this happens regardless of the specific situation of the stock.

@MarketOracleTV Жыл бұрын

MASTERWORKS IS A SCAM THESE KZfaqRS PEDDLE SCAMS !

@BeautifulEarthJa Жыл бұрын

Humanity cannot continue to increase production infinitely and indefinitely We need a new economic system

@johnl.7754 Жыл бұрын

With less and less humans being born should eventually help

@MiroslawHorbal Жыл бұрын

Why? We will just keep innovating increasing the size of the pie. We also have staggering amounts of untapped raw materials on this planet and the solar system. Seems a limiting belief to think that we are at the peak of growth.

@cpm1003 Жыл бұрын

I'm glad JIT burned all those companies. They deserve it for trying to push risk onto their suppliers.

@orvvarela7712 Жыл бұрын

CAESAR4!!!! MORE CAESAR!!!!!5,6,7 ETC, PLEASE!!

@VikTortor Жыл бұрын

bitcoin mining... I believed this channel does the proper research, I was wrong

@AlexD-kq1hb Жыл бұрын

the real crash is coming when the cold snaps!

@harmhoeks5996 Жыл бұрын

I like salty Chips because they taste better 🍟. Seriously though, chips already crashed? Can always go lower sure. People still wanna compute 🖥. How much chips for the youtube datacenter? Both the boom and bust cycle are extremes. Buy the dip/chip?

@jrme4216 Жыл бұрын

ps5 still double price though

@JohnSmith-cb9lr Жыл бұрын

You currently have no expo to semis?? Wow. You clearly don't understand the market.

@sez7831 Жыл бұрын

GPU's are bad at BTC mining, they were good at mining ETH and other altcoins. Bitcoin miners use mainly ASIC Miners.

@Skylinetaenzer Жыл бұрын

The research quality of your channel is really awful this year. You cannot compare Semiconductors in PCs with semiconductors in IOT devices such as remotes, microwaves. The low power semiconductors are extremely short to this day, and they are the ones that are in high demand as cities are digitizing.

@severinbechtold1873 Жыл бұрын

Spaming advertisement without notice - super annoying. Downvote.

@soulure Жыл бұрын

Lol not this fine art peddling nonsense again jesus christ

@boba1835 Жыл бұрын

semiconductors are starting to become cheap. eventually it will be too cheap to ignore. intel at 26 dollars is insane! for example

@warrenbailey5469 Жыл бұрын

insane until you realise they spent billions trying to win the re-ram race and lost to a penny stock company.. intel won't be around in ten years imo

@boba1835 Жыл бұрын

@@warrenbailey5469 what penny stock company?. Regardless the whole industry is becoming cheaper by the day.

@warrenbailey5469 Жыл бұрын

@@boba1835 Yep for sure, all semiconductor stocks are falling. The company is called Weebit Nano, they're listed on the ASX. They've solved and patented ReRam, which IBM and Intel both tried to do. Not saying throw money in there, just interesting to see the valuations of companies so high yet them not able to beat a few tech savvy israeli's

@boba1835 Жыл бұрын

@@warrenbailey5469 interesting also appreciate the information. It helps with research

@wishsrdk Жыл бұрын

Wall Street millennial is so wrong so often. Just check out his previous adice videos. He is very clueless

@blubb7711 Жыл бұрын

There will be no autonomous cars in our life span, maybe even ever.

@SuperWotman Жыл бұрын

I don’t think the cars will be 100% fully autonomous but the ML algorithm and software will become better and better . In my opinion Cars will be able to drive autonomous for over 85% of the time. If you consider how new the ML an AI field really is and how fast the software has improved in this short time there will be viable software to handle driving in the next 30 years.