NA

blackcatmeo

>> TSMC does not believe it needs to use a ASML's (ASML.AS), opens new tab new "High NA EUV" lithography tool

TheOnlySafeCult

> Analysts told Reuters that the technologies announced on Wednesday could call into question Intel's claims in February that it will overtake TSMC in making the world's fastest computing chips with a new technology Intel calls "14A." > Kevin Zhang, TSMC's senior vice president of business development, told reporters that the company has developed its new A16 chipmaking process faster than expected because of demand from AI chip firms, without naming specific customers. AI chip firms "really want to optimize their designs to get every ounce of performance we have," Zhang said. Zhang said that TSMC does not believe it needs to use a ASML's (ASML.AS), opens new tab new "High NA EUV" lithography tool machines to build the A16 chips. Intel last week revealed that it plans to be the first to use the machines, which can cost $373 million each, to develop its 14A chip. > TSMC also revealed a new technology for suppling power to computer chips from the backside of the chip, which helps speed up AI chips and will be available in 2026.

siamsuper

From my own experience: In China Huawei does well now. In Europe Mercedes etc. In NA I never drove. Form what I heard companies have different strength.

Tocharian

Xiaomi cars are a meme at this point in time, but, BYD cars are not. Tesla will get decimated on the non-NA car market to Chinese competitors in 5 years tops. I don't really see how they can compete and the stock is grossly overvalued at this point.

GGprime

In Europe, people prefer Teslas from Shanghai over NA because their build quality is far better. Moking chinese quality is some 30 year old boomer stuff and they will outperform us in every sector if we keep thinking like that.

BandicootBeginning85

Their agreement with North American helium means an upcoming 9 well drill program in HEVI’s 5.6million acres of helium bearing land(mostly paid for by NA Helium) HEVI processing facilities being built and HEVI’s 3 helium wells being brought into production(Again mostly paid for by NA helium) so there is no need for any share dilution by Helium Evolution. As far as undervalued microcap helium companies go, it doesn’t get much better than the Helium Evolution/NA helium partnership. HEVI.V is worth adding to your watchlist.

pheoxs

It's kind of the smart play for BYD tbh. They'll focus on cornering every other market first which will stifle the future of the NA auto industry in the long term.

General_Disaray_1974

Even if BYD wanted to bring that car to NA. It would be jacked up to 30k or more....

aureve

I think PEP will be fine long-term. I just think WS isn't super bullish on the stock right now because of their guidance on NA, their largest market. But I'm glad to see the international expansion is doing well in the meantime.

Worried_Scratch_2854

You shopping for EVs does not mean demand has or has not declined. Look at EV sales in NA and Europe YoY and compare the data. If EV sales are up or the same then it’s a Tesla problem (then you need to dive further into if it’s a company issue or CEO issue). If EVs in the aggregate are down, then his claim is correct. Your venting is emotional and flawed.

3to20CharactersSucks

What really gets me at Tesla is how the stock valuation just can't be explained well, when you survey multiple people. The whole "they're a software and a car company," thing is just bullshit. Every automaker is. The FSD lies have only gotten progressively more divorced from reality, and it's a decade overdue and constantly right around the corner. But that hasn't affected the stock valuation largely? Based on their software alone, they would have drastically less than a quarter of their valuation. Based on their cars alone, they would be worth less than the other NA automakers. Integrating these things hasn't proved to bring profits. It feels like everyone has an answer that makes sense only at face value. When the software doesn't work, their value is defended by citing the vehicle sales. When the vehicle sales fall or profits made from vehicle sales are insufficient, the failing software is then referenced. Tesla as a stock is basically trying to convince us that 2+2=10.

kuvrterker

Second market is Europe but NA market is the biggest woth most of the revenue coming from the US

Kyaw_Gyee

Tsmc does not rush into H NA Euv because tsmc considered that the machines are not financially efficient. Intel essentially volunteered to be the lab rats with these new machines. It’s either make it or break it for Intel. All the best.

riverascourtesy

Intel just acquired the latest H NA Euv machine from ASML ahead of TSMC and Samsung. (TSMC and Samsung will not have this machine as they are in debt to the older machine) so essentially they will be able to create faster, small chips at a cheaper cost. They will likely have products late next year. Palanitr as they will be the nvidia of AI software. Governments are throwing money at them.

Top_Attorney_8185

Looking ahead to 2025, ASML is poised for a strong year with anticipated improvements in market conditions and internal efficiencies. The company plans to increase its production capacities significantly, which will include 20 high-NA systems, alongside enhancements in its existing EUV and DUV product lines. This expansion is expected to drive substantial revenue growth and improve profit margins, positioning ASML to meet or exceed its ambitious financial targets for the year.

BandicootBeginning85

I’m sure it is. But as Pulsar stated, it’s still a year away before the testing is done and they even know if that helium can be extracted. I’m watching it closely… it takes a couple years minimum to get those Pulsar wells into production. In the meantime you have HEVI/NA helium along with an $18million market cap. Considering Pulsar is valued at over $100million today.. that means a lot of upside for HEVI

bawtatron2000

yeah, depends on your region I'm sure. I mean housing has also been traditionally used as a means for retirement as well. I just think in NA it's drastically shifted to a modern feudalism.

AI_go_boomboom

It's the market open Europoor dump after the post earnings pump it got. NA markets will definitely buy it up 

AI_go_boomboom

Fucking lame ass Europoors dumping TSM and company at opening right after earnings.  Don't worry, NA pre market will buy the dip 

Krunk_korean_kid

Separately, the Commodity Futures Trading Commission announced settlements with Wells Fargo Bank NA, Wells Fargo Securities, LLC, BNP Paribas Securities Corp., BNP Paribas S.A., SG Americas Securities, LLC, Société Générale S.A., Bank of Montreal, and Wedbush Securities Inc., for related conduct. The SEC’s investigation into violations by Wells Fargo Securities, LLC, Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, was conducted by Kashya Shei and supervised by Jason H. Lee and Jeremy Pendrey of the San Francisco Regional Office. The investigation into violations of the remaining firms was conducted by Karolina Klyuchnikova, Zachary Sturges, Austin Thompson, and Alison R. Levine, and was supervised by Osman Nawaz and Thomas P. Smith Jr. of the New York Regional Office.

nrfc147

Who the fk is diddy bro? I am not NA

surmoiFire

not necessary, TSMC delayed buying high-NA EUV so that may be the reason for the new booking miss.

ACiD_80

They should have a ton of orders, with all the new fabs being built, AI craze and new High-NA EUV machienes!

CMYKpressman

If I'm not mistaken Intel looks like a possible NVDA on the making. NVDA using ASMLs' EUV chip maker took them pretty far. Let's see where Intels' new High NA EUV will take them. Stashing as much INTC and PLTR as I can. Never financial advice. Purely speculatin' over here. 🖖

Equal_Principle3472

Defence and NA oil stocks time bitches. US and allies gonna pound Iran and Israel gonna KO whats left of Gaza, Saudi gonna go into Yemen and more weapons will be purchased and Saudi Oilz in jeapordy.

Commercial-Bonus-716

IF High NA lithography is a success Intel will soar. They received their scanner before everyone else. So the have a lead in using the technology. If it works as intended they can gain ground in TSMC … We will see in the next 2 years how it plays out …

ImportantWords

Intel is trying to become a domestic supplier of microchips because of pressure from the Government over supply concerns should a conflict breakout in Taiwan. They promised 4 nodes in 5 years but the only thing keeping that alive is smoke and mirrors. It's maybe 2 nodes in 5 years (4nm and 3nm are basically the same; 20A and 18A as well) but won't actually hit scale until year 8 and beyond. They basically bet the company on High-NA EUV to make it happen to. TSMC 3nm-refresh is said to be on par with 20A in terms of performance and power consumption. Their 2nm process is scheduled to be in full production ahead of Intel's 18A and there is no reason to suspect it won't destroy Intel on every metric - including price. High-NA has half the optical resolution as traditional lithography. That means any large form facture dies, like we see on HPC or high-yield server parts, are going to need double the number of exposures. Traditionally that isn't a huge problem, most chips need 50-100 difference masks, but the power output is also halved. This means greater chance of stochastic defects with double the chances for error. It's a receipt for poor yield. You might as well do what China is doing and just use a million mature Hyper-NA DUV passes where the science is at least fully modeled and can be predicted. ​ Honestly, Intel should spin off their foundry division like AMD did, focus on design (their expertise) and let the government prop up the domestic fab business without killing the company. Setup a Public/Private board with industry and government leaders and utilize a funding structure with grants, government backed bonds, and public equity similar to what the auto industry got in 2008. You want to save Intel? It's gonna be on the same scale as that. You will need 80-100 billion over the next 5-10 years to get their fabs up to par with TSMC. More if you want to surpass them. And that is just the fab side of their business. ​ Their design side has their own problems as they try to separate from China. China is their largest geographic sales region by both revenue and profit. As the sock-puppet OP mentioned their AI play is improving and it's one of the few AI chips not export controlled to China! Or at least it wasn't. You take that away and their design business is going to need a government bail out of their own to stay in business and remain competitive. ​ Intel is tanking because the fundamentals just aren't there. They need drastic action but are being pulled in too many directions by the needs of the government. 100% they would be out of the manufacturing business if not for tensions with China. They wanted out. Every signal said they were getting out. But their stuck because of geopolitics. And you know what's even more fucked? This is conspiracy land, but given America's past with Stuxnet and cyber-warfare, I would not be surprised if Intel wasn't a huge target for Chinese cyber operations. If you really want to Red Team this, Intel's foundry business is too ripe a target to pass up. Something in one circuit board that moved a mirror by a 1/100th of an inch between each exposure would be enough to ruin them. The supply chains for those High-NA machines span the globe. Thousands of subcontractors across the EU, Asia-Pacific, North America, Canada - and it would just take one to sink their business. ​ There is just too much risk. Too much head wind. Too much outside interference. As that dumb-ass TV show would say - "I'm out".

Exotic-Major8457

Bro they literally have the best selling car in the world. How can you say they’re not a great car company lol. They also just became the #1 EV charging company in NA.

smokeyjay

I'm not buying sbux yet. But I wouldn't be surprised if they do well moving forward. They are guiding for 15% EPS growth. They avg 12% EPS growth. Lets say conservatively they do 10% EPS growth for 5 years start at EPS of 3.75 and a PE of 23 (which is their current PE). Share price of 138 five years from now. Cons: Limited growth and room for expansion. Ppl point to China - but East Asia is hypercompetitive. I travelled HK, singapore, SK, Japan - and there coffee stores are just better. NA fully expanded? Europe, Aussie/NZ don't like sbux.

BluSn0

I think it's pretty safe to say at this point that the people running NA have zero idea what they are actually doing. they are just fucking around at this point.

TimeTravelingChris

Just saw a random post on the EV Sub that Model sales are down like 30% I'm NA. That is nuts. Next ER is going to be spicy.

sporks_and_forks

this platform has a lot of highly regarded rules that are selectively enforced do you need someone to brew coffee for the club? i have a lot of experience doing that with NA

BandicootBeginning85

Man… that Western Canada helium industry is about to change in a major way now that North American Helium secured a $150million credit facility. You more know than anyone I’ve been in helium for years. I’m positive that there will be a partnership announcement between NA helium/First Helium in the near future. Even Ed(CEO) indirectly said so… “Closing this financing, which was completed during some challenging times for the resource sector, and for helium explorers in particular, will now allow us to continue to advance our asset base for the benefit of shareholders **through Company and potentially partner-funded exploration and development programs,** concluded Mr. Bereznicki. North American helium just secured a $150million credit facility. Who better to partner with?

martman006

I was about to call bullshit, but apparently gas is crazy cheap in the Denver area right now. I mean, it’s garbage 85 octane, so most modern cars can’t use it (anything with a turbo is minimum 87 regardless of altitude, leaving only low compression NA engines)…. Actually that’s probably why it’s so cheap, little demand for 85 octane and this no refining profit margin on it.

UnhappyReach

Yes, new fabs, tech, and high NA EUV machines is stuck in the past. Plus government backing.

mzitnamor

Yes they will get a piece, that is the "good" part of my comment. However even they admit that they should have been more "all-in" on this than they did before. They are the first customer with EUV **High NA** machine(s) though, so that is a technology leading move, at last.

NotGucci

Then why are insiders buying after the recent drop? Also, LULU had 80% growth in China. NA growth is stalling, but they are expanding and growing in other regions.

thedumbdoubles

>Just the 3 Star Wars sequels movie alone grossed $5.5b which more than paid off the investment. Disney doesn't take 100% of ticket sales. Generally speaking, these major tentpoles need to hit 2.5x production cost before they break even. The producers get roughly 55% of NA ticket sales, 45% of EU ticket sales, and 25% of the China ticket sales. You can ballpark that out to around 50% take of ticket sales for the average film, as NA is the biggest market, but that's the breakdown. And the remaining 0.5x for break even is to account for marketing expenditure, which of course varies from film to film, but works pretty well as a rule of thumb. The three sequel films, financial success that they were, have been the bright spot for Disney's handling of the franchise. They haven't had a theatrical release since Solo bombed. Their D+ shows outside of Mandalorian have largely underperformed and declined in viewership from release to release, and that trend doesn't appear to be changing for the upcoming Acolyte. They spent $2B on a hotel/attraction that closed after less than 2 years. >That’s not even counting the main money maker for Star Wars, toys and merchandise. $8b for both Marvel and Lucasfilm was a steal, and that happened under Iger. Agree. And they picked up ILM and some other franchises in the process. But on the Star Wars front, a lot of that value is coming from characters from legacy content, not the Disney era content. >Iger was CEO in 2005 where Disney stock price was $20. It is $118 now. I’d say Bob did pretty great the past 2 decades. It's a tale of two halves to me. When Iger left the first time around, I'd agree with you that his tenure looked great. Since his return, it's been a different story. Disney+ is $11B in the hole since launching in 2019, and because Disney has decided to go all in there, they're losing out on rentals that previously helped out many movies turn from theatrical duds into long-term revenue generators in the process. It is *supposed* to hit profitability this year, but I kind of doubt that it will. Marvel and Star Wars seem directionless at the moment, to the extent that some people are predicting the end of the blockbuster. Parks continues to be the best performer, but Disney has all but lost the battle with DeSantis in what was largely a self inflicted wound over culture war nonsense. Consumer sentiment around Disney has declined from its 2019 highs. And the stock is valued at half of its all time highs. I'm not surprised that Iger survived here, as you noted the 6x return to date. But I also don't think he has a great plan moving forward. Guess we'll see, now that he has the time.

BandicootBeginning85

I’m not trying to create FOMO with this answer. I’m expecting another leg up from here anytime really. Right now the range has mostly been 20c to 25c It’s already been moving since last September. 10c to 22c today. Hit highs of 29.5c a couple months back. I was waiting on the completion test and stimulation results from wells #2 and #3. Now that NA helium has decided to invest in another 6-9 wells before those results are known… seems like unofficially those results were positive and that news will be known in the coming weeks. To me, that will likely drive the share price up. I can see regular news releases… at least once a month right through 2025. It’s not a swing trade. Multiples can be made by holding for a few years. It’s just a matter of entry point. I can write 5000words on HEVI/NA helium partnership with all the info, maps, news releases over the years that I have sitting beside me. You don’t see venture market companies sitting in the position that Helium Evolution finds themselves in today.

Equivalent-Injury-78

I dont see natural gas going up anytime soon in NA with oil fracking and warmer winters.

Zednot123

> TSMC decided to not adopt it They decided to not adopt it for current nodes, they will adopt it. Which scanners are used does not really determine capability, it is mainly about economics and throughput in the short term. It is mainly a question about already having a lot of older EUV capacity and wanting it all to be interchangeably. That way they can shift capacity between nodes. That is more valuable to TSMC than any savings High-NA potentially offers. Meanwhile Intel still has to build out considerable EUV capacity. Meaning they are going for High-NA as the target. Since being a late comer to large scale EUV deployment, it makes little sense to build out capacity with older equipment. When High-NA is eventually where everyone is moving anyway.

GroceryFrosty7274

U.S: Altria acquired Philip Morris USA, PM USA owns most PM cigarettes International: Philip Morris International is its own company selling tobacco outside the U.S, and owns Swedish Match. Swedish Match NA LLC (owned by PM INTL) is responsible for ZYN sales in the U.S

archimedies

Well we will have to see if their gamble with High NA EUV works out. TSMC decided to not adopt it, so if it works out they can get the jump on TSMC and catch up again.

NotGucci

Already down 25 YTD. Growth in NA was eh, but I think they bounce back quickly. Also, insiders were recently buying last week + new hedge funds too.

julian_jakobi

NA, nothing to worry about. We are still up 80% this year and next leg up is coming. I expect 10X plus within the next couple of years. I could not be more bullish and I am looking forward to the conference call later today.

ethereal3xp

Amazon while huge in NA.... dont have that kind of presence around the world Getting a data center... only enhances their power in the NA market. However it is also a crowded market.

belleri7

Comac will absolutely shake up the duopoly in the next ten years and ultimately it should hurt Boeing more than Airbus at this rate. No, comac may not penetrate into the NA market anytime soon, but they sure will in the developing world.

Professional_Gate677

They are increasing their fab capacity more than 3x and opening up their PDKs for hardware. Intel will do just fine. Not to mention backside power delivery, gate-all-around transistors, adopting high-NA litho for 1nm and beyond.

Poopular-nT-1209

Fuck CHI NA! Buy quality American or buy our ultimate demise

LilWillyJ22

Easier to just find it on the website, this video taught me how and it's pretty quick [https://youtu.be/NA9rdG6MUY4](https://youtu.be/NA9rdG6MUY4)

OptiPath

Question is if Apple will bring out innovative products. Nobody will pay $1500 for a camera pixel upgrade on a new iPhone anymore. If they won’t, NA market will die out too.

Wild_Paint_7223

Do you think SoFi can become bigger than BAC? If not, then that’s probably why. Disrupting the current financial services market is tough, SoFi is only growing at ~20% a year in a relatively small area of finance, that’s why it is being priced cheaper than most fintechs like SQ. And high interest rate environment is not good for their loan business. Generally, I don’t think fintech is a good investment in NA market, the industry seems very hard to adopt change and probably have to do with regulation and stuff, unlike in Asia where electronic payments are no fee and instant.

sicklyslick

Chinese products dominate SA and Africa. My coworker recently went to Bolivia and Peru. She says they all use Huawei and drive cheapo Chinese cars (maybe not Chinese but definitely not a brand we see in NA, so she assume Chinese).

dajuhnk

This is just false my man. Other beer stocks are up because they have diversified into hard seltzers, RTD’s and low calorie, and NA stuff. Canarchy collaboration just sold to monster energy and monster energy shut down and laid off a ton of people as soon as the purchase went through. This includes breweries like Oskar blues and cigar city. Way better and more respected than any of the breweries TlRY owns. Also your point about breweries that only sell on premise doing the worst is totally false. It’s actually the opposite. Brewers selling on premise retain the most margin. Mid sized breweries trying to distro are at the highest risk right now.

Mc9Lum

Have you had experience with their latest phones? Just asking because I used some of their 1st Gen phones back in the 2010s as a poor student and got a lot of mileage. Switched off eventually because of the hassle acquiring them in NA, but it'll be a shame to hear their quality has dropped that dramatically.

YUNG_SNOOD

Yeah I’d be concerned about customer service too as an NA customer

Automatic-Sale2044

Tbh they really need the high NA machines which aren’t out yet. I do believe they inked an agreement with that Dutch company (can’t remember the name) to get them though. Tsmc has absolutely smoked them up until now.

BandicootBeginning85

Too many. I recently wrote a 2000 word post in another forum for this exact question with links and pictures that I can’t post here but I’ll summarize. NA helium is building their plant extension roughly 30km away from their partnership wells with HEVI.V(roughly a 45min drive away) I’m 99% sure this line “is the result of additional exploration success in the area near Ponteix, Saskatchewan. This new facility is being constructed on an existing plant site” in the North American helium related to that partnership. Final completion testing is underway for the HEVI wells. Permit is secured by North America. Helium to bring the first well to production. HEVI CEO stated in his March 15th interview that plant construction will begin in the fall. 2)All the micro helium companies have not enough or are almost broke. In order for them to grow they need to raise cash. It’s my thoughts that they will either get bought out.. or a partnership will be formed similar to the one HEVI had entered into with them 2 years ago. 3)Liquefaction plant in Saskatchewan is rumoured to be in the works. Costs range from $100-$200million. That is an idea… except provincial and federal funding would be available for it. Saskatchewan provincial government pledged 10% helium global market share by 2030… in order for that to happen a liquefaction plant would be needed. Final thoughts… I believe some major changes are coming to the Saskatchewan helium industry in the coming months. This size of credit facility for a company already making 9figures of revenue on a year just doesn’t add up for them to only drill their properties. $2million for a well drill and $10-$20million for a processing facility. To me the prime microcap helium company to benefit will be Helium Evolution(HEVI.V) as there wells are expected to be generating first revenue by the end of 2024. North American helium builds the processing plant and processes the helium based on their revenue share agreement. So no dilution for shareholders. They also have 5.6million acres right next to NA helium. Spill off from that will likely be toward RHC and HECO. They have helium critical mineral claims right underneath or in the middle of either NA helium or HEVI land claims. HELI could also benefit. Their helium land package is West Southern Alberta. Right at the edge of the helium formation that appears to start there, pass its way though Saskatchewan and those northern bordering states, into Manitoba and down to Minnessota(where Pulsar hit their massive well) I encourage everyone to do their DD starting from the top of the list. I don’t think there is a major rush(as in tomorrow) but my feeling is by June/July things will be clear as to what is going on.

BandicootBeginning85

Here is the NA helium [$150Million credit facility expansion news release](https://nahelium.com/uploads/files/190324%20-%20NAH%20Corporate%20Update%20-%20FINAL.pdf)

Diatomahawk

In at $187 four years ago. Man, I feel like a woman. BUMP BUMP BA NA NA!

Bronto_Chad

Three artificial intelligence companies that operate on blockchain have agreed to merge their crypto tokens, a move aimed at helping them develop a decentralized AI platform. [SingularityNET](https://archive.ph/o/vYWhe/https://www.bloomberg.com/quote/1884829D:NA), [Fetch.ai](https://archive.ph/o/vYWhe/https://www.bloomberg.com/quote/1626862D:LN) and [Ocean Protocol](https://archive.ph/o/vYWhe/https://www.bloomberg.com/quote/1763559D:SP) will merge their tokens into a single token known as ASI that would have a fully diluted value of about $7.6 billion

riverascourtesy

So Intel will be the first manufacturer with a H NA uav machine which will make smaller, faster chips. TSMC will not get one for another 5 years, so nvidia and other companies will go to Intel to make their chips for this reason.

abaggins

>NA north america?

ImportantLog8

NA lmao but i live in Japan

Ill_Bobcat_4156

I play NA

ChipsAhoy777

They can get DUV from even ASML, or others. That's not the issue. High NA EUV isn't a moat, it's a vaste stretch of space from one planet to another. Odds are they're always going to be behind the leading edge now. They've essentially been hamstringed, left out in the cold to fend mostly for themselves in a race where the other major players are all teaming up together. When they're already known for having a hard time managing cutting edge technology. They've been and will surely continue to be, one or a few step behind. No matter how much money they throw at this. But yeah, the assembly line was a little exaggerated, as is Russia being merely a gas station. But I said it because I think a lot of people view China as this monolithic heavy hitter now or soon to be towering over everyone in terms of technological capability, when that couldn't be further from the truth. What they do, they do really damn well. That's making intermediate things fast, efficient and cheap.

Gorgenapper

It's all about the benefits - here in NA, people see what China is doing and say it's bad and evil (and some of it is, like what they're doing to their ethnic population), but on matters of foreign policy, securing technological strongholds, economic interests, etc. you could interchange the US and China and it would be one and the same. It isn't as black and white as US Good, China Bad.

Fhack

MSFT are the worst of the bunch, by fucking miles, but they have large European offices and have totally integrated with the EU tech infrastructure. Meta? LOL they're fucked. EU also wants domestic competition. If meta destroys as many jobs there as in NA it's gonna be a bloodbath. Still, meta pumps out so much fcf I ain't gonna fuck with options on them again

adrenaline_X

NFI (The). Largest bus manufacture in NA and other brands have left and they have been awarded 2 Billion in contracts in the last month. People are sleeping on it which is fine as I keep buying it up.

elgrandorado

ASML already did. Their new High NA machines are some of the most expensive pieces of machinery ever assembled, yet they've got SK Hynix and Intel knocking on their front door.

madara_uchiha8

$CORZ jarrod patten (board member at MSTR) and a few other have made insider purchases for the stock and they also have the largest BTC mining operation in NA. Don’t understand how the stock can only be at $3. They just got through chapter 11 but seems like they’ve done a great job at restructuring their debt and finances. Picked up some shares and imma let it ride they seem to blow riot and Mara out the window with performance not to mention they’re getting a facility for data center infrastructure to support AI and HPC workloads.

P4ndak1ller

Lithium Americas Corp. They’re just starting to hit the biggest lithium deposit in NA

stepback-3-pointer

“my lulu bluebewwy crayon no work no more” They lowered guidance and said NA growth lowered stfu

NotGucci

LULU seems a little oversold. Guidance for NA was okay, but the market just going do algo things...

theineffablebob

They fab a lot of volume chips. The high end stuff goes to TSMC. But Intel’s new fabs will try to catch up to TSMC. Intel just got ASML’s newest EUV High NA machines

UltimateStevenSeagal

Being positioned as essentially THE major fab for the NA region in the future is a buy for me. This is just confirmation.

B_W93

http://www.okeko.cz/wp-content/uploads/2019/08/2019_GIFA_Foundry_Industry_2025_v2.pdf I used to work for this manufacturing plant and it’s still expanding. The entire area is expanding and generating greater revenue because of GFS. Governor Kathy Hochul today (02/19/24)announced that Saratoga County-based GlobalFoundries will invest more than $11.6 billion over the next 10 years to expand its existing Fab 8 semiconductor manufacturing site in New York’s Capital Region. The transformative investment will allow the company to immediately expand its existing facility and then build a new, 358,000 square-foot semiconductor manufacturing facility on its campus in Malta, tripling its capacity to meet growing demand for chips, enhancing national security by expanding the United States’ chipmaking capacity, and creating more than 1,500 direct jobs and thousands of indirect jobs. The project builds on Governor Hochul’s successful effort to establish New York State as a global hub for semiconductor research and manufacturing, following the recent announcement of an historic $10 billion partnership to create the first publicly owned High NA EUV Lithography Center at NY CREATES’ Albany NanoTech Complex. GFS will be growing to new heights into 2025. It has been a relatively bearish stock but that will continue to change in the months/years to come. It hasn’t seen much volatility or recognition with the AI bubble and being late to the party might be the best thing this stock has to offer. I’m a regard but the familiarity of this chip plant keeps calling me back. Getting myself out of my position in TSM as soon as I can ride it out and securing a good position in GFS.

National_Asparagus_2

A quick vertical scan of the article indicates some good signs for the company, and even NA sales may be short by 5%. Why the FUD?

ThePandaRider

1. Intel - They are moving from DUV to EUV and have a lot of fabs under construction. They are also going to be the first to move to High NA EUV which could give them a big advantage. They are likely to get business for their fabs just to diversify away from dependency on TSMC and Samsung. Their own Gaudi 2 chips are cost competitive against A200s and they are getting orders to set up data centers with them. 2. Qualcomm - Their valuation is stretch, especially with Apple moving away from using their chips. 3. AMD - Way too overvalued, they just don't make enough money to justify the current valuation and they aren't guiding to make that much money anytime soon.

Dismal_Tomorrow_244

The side effects are worrisome (it’s banned in Europe for the use of weight loss for a reason) But in NA profits > health = good stock imo

ghostofcaseyjones

It's ok. I lost some money on natgas so I educated myself on it The NA gas price is a lot less than Europe, there is no comparison

deepfuckingbagholder

INTC just took delivery of the first High-NA EUV machine from ASML. They also locked in 6 out of the next 10 orders. Meanwhile, TSM isn’t planning to transition to High-NA EUV until 2030. What you are saying is deeply uninformed and may have been true 6 years ago but isn’t true now.

AdministrativeYam611

OP, you need to check out [Options Profit Calculator](https://www.optionsprofitcalculator.com/). I would also highly encourage you to go watch InTheMoney on YouTube. [Here](https://youtube.com/playlist?list=PLl1r2YBYXhIEbc5st3jtlWDmWO7NA2t91&si=fpw7-5-KXvXEgnKe) is a good starting point. Please stop trading options until you *really* "understand the math. You'll lose a lot of momey if you keeo trading them.

BandicootBeginning85

I’m watching it closely. Doing DD on the area Pulsar is in right now actually. It’s going to take about a year to see if they can actually get a plant running on that Pulsar well… but if they can… :) It’s also why I’m bullish on Helium Evolution - HEVI.V 3 helium wells(less concentration mind you than the Minnesota discovery) and over 100 drill targets on their land holdings as per the recent interview with the CEO. Infrastructure is in place, drill permit is obtained and a major partner in NA helium that will get the processing plant built in Q4 2024. Leads to free cash flow and more well drills… slowly expands their land holdings. $17million market cap. Check out the recent [HEVI interview from last week.](https://www.youtube.com/watch?v=CHNEj12xPSs) The CEO is not a salesman. Straight arrow , no BS type of guy that just gives the info. The world needs helium. I’ll be getting a position in pulsar in the coming months as well once the confirmation that the well will be brought to production and a timeframe is given. In the meantime, $HEVI.V is being overlooked.

workinguntil65oridie

Nat gas is a byproduct of fraking shale. Literally because US has been going nuts pumping oil they have produced a ton of nat gas. It used to be that mfg would use up alot and weather but we do not have the demand part. If NA electrify more and we get EV adoption it will need new pwr plants, that would increase nat gas demand. But its a long way off. Nat gas should be avoided, its not worth playing with fire. Especially on calls.

whynotlook123

Yep. I have been fucking everywhere man. I used to keep my map updated. its insane. Im only in my early 40's too. I think by the time I retire there wont be a place in NA with an Airport I havent been.

Golden_Pecker

They have a lot of brands with bad reputations but they have footprints in NA, Europe, SA, and Asia. I think the electric Jeep is a great opportunity for them in NA. Their European and South American brands are more popular and importantly make cheap small cars.

wilan727

I mean it's barely got a footprint outside of NA. So the TaM is just rediculous. The marketing is costly but extremely effective at pushing the healthy message (moat?) And it's gonng mainstream now. F1 FERRARI, Pepsi co. International launch into western europe. I'm buying more and riding this to multibag town.

Pathogenesls

Which doesn't matter because most of Tesla's profits come from outside NA. Pay attention. It's going sub 100 and anyone buying or holding it right now is a moron.

PowerStocker

BYD can't enter the NA market because the US government, pay attention. I urge you to short it.

PowerStocker

Because EV still have a long way to go until market saturation in NA

SmurfingIsPooR

NA Healthcare LULE

OutOfBananaException

Sure, and China is building an SSMB which is totally going to leave everyone in the dust by 2027. TSMC is delaying High NA on purpose, not because they're stuck.

ImportantWords

Intel’s 2nm or 18A node names don’t have any relation to lithography resolution or pitch size. It’s just marketing spin. They are way behind schedule on Intel 3 and high-NA EUV still has significant R&D hurdles to overcome before being commercially viable. TSMC seems to think their 3nm refresh will out perform Intel 2.

theineffablebob

Arrow Lake built on Intel 20A coming 2025 Intel 18A will use ASML EUV High NA

ColdStoryBro

The backside power delivery and high NA are more expensive to produce than the TSMC alternative. So unless the performance is that much better, their margins are going to go even lower. Intel has a terrible margin problem. And their designs just keep getting more complicated without proportionate scalability in perf.

Mag_Meyreddit

And still you did not explain those fallacies about future process advantages of INTC over AMD and NVIDIA who currently produce at TSMC or Samsung (in the past)… Again it’s a fact not a fallacy, that INTC has already received 6 out of the first 10 Next gen ASML High NA EUV Litography machines, which will enable INTC to produce their chips in smaller nodes then TSMC. And again it’s a fact that there is no alternative to ASML machines when it comes to manufacturing…

robmafia

>Let’s wait and see how the next quarters turn out people said AMD would go bankrupt after Lisa Tsu was already in charge for 4 years… it took her 8 years to turn AMD around. Gelsinger is probably one of the most intelligent & competent people in the industry and he was the first to buy the most advanced ASML machines AMD and NVIDIA have no own manufacturing process and since Nodes like TSMC N2 and INTC 18A are simply name schemes we know one thing for granted the machines you need to produce the wafers in your process do all come from ASML and while INTC will use the next gen HIGH NA EUV ASML machines while also being the first to deploy backside power delivery and a glass substrate TSMC will be stuck on the “old gen” EUV ASML Machines, old silicon/ germanium substrate, and does not deploy backside power delivery. Either NVIDIA and AMD will be producing at INTC or they will be left in the dust just because TSMC process will lag behind because of explained factors. You can fanboy TSMC as much as you want but this won’t change the facts. holy run-on sentence with 115 fallacies, batman! all that bullshit, and yet, intel's dcai segment is down qoq/yoy... during a boom.

Mag_Meyreddit

Let’s wait and see how the next quarters turn out people said AMD would go bankrupt after Lisa Tsu was already in charge for 4 years… it took her 8 years to turn AMD around. Gelsinger is probably one of the most intelligent & competent people in the industry and he was the first to buy the most advanced ASML machines AMD and NVIDIA have no own manufacturing process and since Nodes like TSMC N2 and INTC 18A are simply name schemes we know one thing for granted the machines you need to produce the wafers in your process do all come from ASML and while INTC will use the next gen HIGH NA EUV ASML machines while also being the first to deploy backside power delivery and a glass substrate TSMC will be stuck on the “old gen” EUV ASML Machines, old silicon/ germanium substrate, and does not deploy backside power delivery. Either NVIDIA and AMD will be producing at INTC or they will be left in the dust just because TSMC process will lag behind because of explained factors. You can fanboy TSMC as much as you want but this won’t change the facts.

N4Z3M

It's not that Intel doesn't have confidence in its own fabs, but rather that for such advanced production processes, the company hasn't been able to completely close the gap with its competitors. On the other hand, Intel was the first to receive the ASML Twinscan EXE:5000 High-NA EUV machine for sub-3nm production processes.