Pretty far off but China has some nice manufacturers...or they would if AI didn't exist.

I feel like the ball is only just now rolling for ARM... and RISC-V is WAAAY behind that.

It's okay. Your continent's specialty is cheesemaking. And bread. You guys make good bread.

Not true. The Netherlands has ASML, sort of a monopoly on the manufacturing of semiconductor machines.

For x86? I mean, you'd have to suck intels dick for a license. Why not just get NXP to produce desktop ARM chips.

At least Arm is British. Their instruction sets keep getting more popular.

Though I admit, it's a little hard for me to estimate how much of a contribution the Arm intellectual property makes to something like an Apple M5 CPU, or Nvidia Grace CPU.

I own Irish stock! JamesHardie. I used to have more exposure to a few other european companies but that was a few years ago and cant think of what they were off hand.

The fun thing about percentages though: you can have a 10,000% gain, but a 100% drop is an instant wipeout. So a 29% drop can still be more significant than what the value was two years ago.

Yeah it came right down to <$20 at one point. I bought a fair bit in 2025 when it first did, and sold most of it at $100. So you know, I'd not mind if it came back down again to repeat the exercise. Although when I got it 2 years ago, I thought "Not even Trump would let Intel fail" and to be fair, he did authorise a cash boost.

I am not completely sure that would be true again. I'd probably still take the punt at $20 again though.

This is a weird one though, because they've not even been the biggest name behind AI by anyone's estimation. Why they took the biggest hit goes beyond AI I think.

They're already up in OOH trading. Not a guarantee they will go back up when US trading opens proper. But, it's usually a good indication.

One of the unspoken secrets of the Great Depression. The rich guys still only got richer, even as unemployment skyrocketed and public amenities were gutted.

The worst years for Wall Street were between the 1940s and 1960s, when the public sector surged and Americans saw the biggest increases in quality of life.

Intel started the year trading at $41. It's currently at $60

AMD can't compete with overall demand. They might be a marginal preferred vendor, but there's still enormous demand in excess of their production capacity.

still sliding today, below $60.

Donald bought the US stake at $20.47. I don't know under what conditions we can sell any of our 433 million shares but it would be nice to capture some gain.