Tuesday, June 6, 2023

Zillas

There are "chipzillas" (Intel) or "chimpzillas" (AMD).  "Blows" or "market share" are traded across "cycles" or "generations".

Both can profit at any point in time - demand for "chips" is seemingly "endless".

Except when they don't or it isn't.

Why, precisely, does the following occur with "tik tok" regularity:
  • One makes "logical" or "strategic" blunders in step with the other making "foresightful" or "wise" decisions.
  • The choices or decisions of one lead to its "value" "increasing" just before the other "decreases".
Does either of those seem backward or "coincidental"?

We are neither analytical nor logical.  Having admitted that... we "suggest" a closer look.

Whether it be performed backward or not.

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