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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 683.41+0.2%Nov 3 4:00 PM EST

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From: Johnny Canuck10/26/2025 12:20:34 AM
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2:30 Monopoly is more important than innovation and AI models can be duplicated in a matter of months
5:00 Even NVDA lead is eroding, there is no complex patents and chip design to create much of barrier- AMD is catching up to NVDA - AMD approaching 15 percent of market
7:30 US investing in technology that may not be practical and profitable. similarities to fiber optic cable capacity build out in the dot.com bust
9:30 demand grow needs to accelerate to justify the build out
12:00 build out need to slow so demand can catch up
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