.. lol the chips act which you have spent 4 years trashing cuz it was passed by biden has onshored close to a trillion dollars of manufacturing CAPEX while providing 20x return+ for taxpayers. It is single handily responsible for TSMC manufacturing their newest chips in AZ. You spent the past 4 years trashing anytbing the biden folks did through congress but suddenly want Americans to come together to rally around Trumps EOs which are raising prices on the middle class. I just cant help but laugh at how stupid of a human being you are in every sense. Truly braindead troll
I just love how you think everyone has forgotten about your trolling efforts the past 4 years. You literally spent the past 4 years trashing @adoo in the Bidenomics thread for pointing to the manufacturing boom happening under Biden. You claimed the IRA/Chips was "wasteful" even though it has provided more than a 20-30x return for taxpayers while not raising prices on a single American. It was done through congress the proper way. Suddenly as a small time libertarian you're totally for the POTUS unilaterally raising prices on everyone in an experiment to do something that was already happening under biden. I sincerely cant help but laugh at your sheer hypocrisy. You really do think everyone is as dumb as you man
It's still about Taiwan. Among the MAG7, which would not see their capex halved if it lost priority status for cutting edge fabs in Taiwan? What is the weighting among passive ETFs for MAG7 stocks? What companies would not be impacted in the semi ETF, SMH? Where has all of our market growth come from in the SPY500 in the past 5 years? But we have Arizona and the other TSMC fabs! Which among them would produce the best chips coming out later this year or next year? The military and NSA would want to cut in line for their ridiculous AI spend too. And we think 20% haircuts in the last week is a crime against humanity.
TSMC will be manufacturing <2nm Chips in their newest plant that's under construction and will be done early next year thanks to the CHIPS ACT. The plant that's already opened is seeing higher production yields than those in Taiwan.
Delusional. Instead of spouting the same buzzfeed factoids, how about we look a little deeper. I've seen dummies brag about our #2 status in manufacturing. Were they taking a dump while posting and calling it a day? A lot of these moves will take years to complete while China already has a growth rate lead AND supply chain dominance. And let's be clear. Trump is not the reason why we'd lose Taiwan. A lot of these tariff moves sanctions against China would happen if something triggered off fighting in the Straits. Can't say I agree with alienating the world is great, but I didn't vote for him. I just have to live with it. These propagandists talk like a European dealing with climate change carbon credits. We made our targets, so pat us on the back! Meanwhile they offshore all the hard work to Asia, and call it a day by importing panels, windmills and gas.
2027 is coming. China has more to win if they don't have to play the bad guy by invading Taiwan. In a way, this is a heat check by Trump to ask if his allies are serious or will they just nope their way out of a fight they've been goading us to commit to. "Oh but we buy more Global Reserve Currency to finance the fighting! We totes got your back!" 31.6% manufacturing in 2024. How tf can we math our way out of that even with Japan and EU's "help"? We can't can't even make our own mid grade chips for the missiles and import them from China. Volkswagen closed their factories in Germany and moved to China. Weren't they the backbone of the ****ing blitzkreig??
Point to a single false statement I made in my post? What are you even trying to argue? Yes the elites in both parties sold us out for decades and I have bashed Obama for years. What point are you even trying to make? The chips + IRA have been 2 of the most successful pieces of legislation in American history. Weve already seen a massive ROI on both pieces of legislation. We are finally manufacturing the entire solar panel supply chain domestically while manufacturing advanced chips + batteries. Nothing i said was false. Not all manufacturing the same. There's a value chain in manufacturing and we only need to focus on stuff that's the most critical. You spew pointless statistics
But for the past 4 years you wanted to give up and tap out like a little b**** while @adoo was trying to knock some sense in you. You only care about this issue suddenly now that your cult leader is pretending to do something about it
My stupid takes? Am i the braindead troll who thinks issuing universal tariffs by the executive on the middle class is a good idea while targeted subsidies passed by congress was the worst thing ever? You can keep trying to gas light everyone but you had the dumbest lowest iq takes for the past 4 years
I didn't call you a liar. I called you delusional. You seem to have above an 8th grade understanding of reading. Why are you shifting the frame like a used car salesman? For someone who projects by accusing others of gaslighting, why are you cheerleading even more delusions? Still on the dole with Bidenomics "think tank" money? Why is Volkswagen moving to China if the West is big braining into manufacturing solar panel, advanced chips + batteries uhh right now? Are they MAGTARDSs for leaving free Euro money on the table? What is the cost basis for making these batteries here vs China. What is their competitive advantage? People hate Elon/Tesla. Why are they relying on Chinese batteries yet are simultaneously getting killed in the China market despite being considered the "Camry of EVs" in the West? You promote these empty promises that promote highly wishful thinking. Are you trying to out-Trump Trump's village idiot thinking? Oh I see, it's obtusely missing my point altogether in order to appear like I'm being the one discredited. Did you retire to Denmark in order to be a propagandist living under a bridge?
See that's how you do it @astros123. He's my dick riding b****. No @s necessary. Don't be jelly that adoo isn't "saving" you. His ideas are as uselessly awful as yours.
At the end of the 90-day tariff pause, let's take stock of where things stand on trade. I think we will see some amazing gains for Americans. Smart investors are patient and can see the vision. Those who can't manage their impulses and struggle with thinking about long term benefits will not invest well in this trade reset. The same people who are declaring defeat by only looking at short term losses without factoring in in the long term benefits -- are probably the same people who can't invest in their health prudently, in their children's upbringing, or in the stock market. They struggle with postponing gratification... and making investments that don't see instant returns. They scratch off lotto tickets and eat candy... and wonder why they are poor and fat. -El_Conquistador Think like an Industrialist. GOOD DAY
Sigh. Volkswagan announced in 2023 they would be building one of their largest ev plants in the world in South Carolina after Biden signed the IRA. This was their largest investment outside of EU in decades https://www.sunrise-vw.com/construction-of-vw-factory/ 8 of the top largest European Battery makers have announced massive CAPEX projects in the USA after the IRA was signed. https://www.constructionbriefing.co...actories/8035071.article?zephr_sso_ott=066mCr As part of the IRA we are subsidizing 32% of the costs of new batteries to be built in the USA as long as its being done in the USA. This is why battery makers are flocking to the USA because we have the most generous subsidies anywhere in the world. This was all done without the need for dumbass tariffs which does nothing but hike up costs for Americans @El_Conquistador You can call me whatever words you want but I keep exposing you as a illiterate hack. Dont come at me if you dont know what you're talking about. I will make you look like an idiot The most sucessful industrial policy of the past 40 years happened under Biden. We dont need to wait for your dumbass tariffs which does nothing but raise input costs for businesses.
You are literally one of the biggest morons on these forums. You have never won a single argument vs me in any field. You just pretend to be knowledgeable by spewing whatever you read online.
