After getting my nuts surgically removed this morning by ON Semiconductor, I have recovered nicely thanks to a variety of other positions. In spite of ON, I continue to believe that semiconductors are going to help disassemble this entire ridiculous market, piece by piece, led by former love child Nvidia, which is repeatedly failing to beat crucial resistance.
On top of this, since I was the ONLY PERSON on Earth who actually thought AI was idiotic, this is starting to blossom nicely. The wipeout is going to be jaw-droppingly glorious to behold. You’ve all been had. Bad.
