David Simms

25 years trading and investing.

[David Simms @DavidS583848]

@truflation @WatcherGuru Met this guy. Background in ABS I believe. Figures…

[David Simms @DavidS583848]

@TheMichaelEvery what does the Economist even understand when it comes to economics? Articles read like they have been written by 28 yr old undergrads (prob have). Ditching my subscription after many years. Triggers outweight othe onboarding of info at this point.

[David Simms @DavidS583848]

@RupertLowe10 If you want to stop the cost of living crisis stop asking for free stuff

[David Simms @DavidS583848]

@FirstSquawk so what? it isnt HBM - dram only - they cant cross the moat. CXMT will drive its own profit margins to zero

[David Simms @DavidS583848]

@FirstSquawk Ever or since 1836??

[David Simms @DavidS583848]

@AndreasSteno Reminds me of this (bit of a classic): bicycle repair man - Source:%20YouTube https://t.co/GnrKqDl5Id

[David Simms @DavidS583848]

@LukeGromen @Yellowbull11 It is liquidity however

[David Simms @DavidS583848]

@ZiaYusufUK Suicidal empathy is socially memetic. UK voters need to activate second order thinking and stop empathetic gratification, which is destroying the country.

[David Simms @DavidS583848]

@FirstSquawk maybe reverse the VAT policy which is killing demand.

[David Simms @DavidS583848]

@ZiaYusufUK this is truly shocking. This is weaponised migration and it should change the relationship between Europe/UK and Northern Africa. It is now beyond unsustainable on many fronts.

[David Simms @DavidS583848]

@JavierBlas how long for everyone else as well?

[David Simms @DavidS583848]

@darioperkins I am as certain as I can be that if Bryan Robson had been fit and playing in that game, Maradona would not have scored his "wonder" goal. And he probably would not even have needed to foul him...either way he wouldnt have got into the penalty area.

[David Simms @DavidS583848]

@zerohedge so markets will sell of on chinese FUD and we can then buy them...ok thats cool

[David Simms @DavidS583848]

@LukeGromen I dont think it is big at all. One DUV does not equal another DUV. And this isnt even EUV. There isnt even any information regarding output quality. It is almost a non story and being propogated by those with apparently little understanding. A bad take.

[David Simms @DavidS583848]

@Highway1664 @ZiaYusufUK My god sociatists are such a scourge. Can't stand them.

[David Simms @DavidS583848]

@ZiaYusufUK Why do you think that communism works? Try that mrs bot

[David Simms @DavidS583848]

@ZiaYusufUK Zia, it is frankly disgusting and at the same time extremely worrying. We are witnessing an insidious left wing takeoever of the governance of the country.

[David Simms @DavidS583848]

@AndreasSteno this is so right on quite a number of levels - I have been digging into this - totally agree

[David Simms @DavidS583848]

@FirstSquawk maybe the UK should rethink its University model. We now import large numbers of foreign students to pay for the University system, which is bloated. These students then remain in the country and compete for graduate jobs which are no longer plentiful.

[David Simms @DavidS583848]

@zerohedge The DUV story is so marginal. I suppose it reflects market confidence and a broader lack of understanding of the lithography mkt etc