TAIWANSMFAC DRN Forum & Chats (BMFBOVESPA:TSMC34)

yesterday

what’s going on today?? Any clues??

5 days ago

Impressive support! Going leveraged long on this high-potential stock again. 📈🔥

7 days ago

For the first time in two years since Jan 2023, the weekly candle closed below the 200 day EMA. Got a bit of an ominous feeling for the market, good luck, bull fam 🐂🐂🐂

Jan 31

This rally makes no sense, but hey, congrats to the bulls for having the courage to push it up today! 🐂📈

Jan 31

Still might need a slight pullback to build momentum before making a strong move to fill the gap. 📉📈

Jan 30

Major resistance is out of the way, and the rally seems ready to accelerate🚀📈

Jan 29

If 8-bit and classification AI acceleration help bring AI to consumer and edge computing, it’s not a threat. It’s actually expanding the market for NVDA and the chip industry. Just like when China introduced budget smartphones, they made devices more affordable but never replaced high-end flagship models because the demand and use cases were completely different.
Deepseek and similar lower-spec solutions won’t impact enterprise AI chip demand. Companies aren’t reducing their AI ambitions just because a cost-effective alternative exists. These solutions don’t meet the performance requirements for high-end AI workloads. If anything, they add another layer to the AI ecosystem, driving competition and accelerating innovation. At the same time, wider AI adoption will only increase overall demand for GPUs and chips. Thinking Deepseek will slow down the AI chip market is like believing budget smartphones would make high-end tech obsolete. That’s just not how it works.