The machine that built the chip in this video should mass-humble every human who's ever lived.
ASML's latest EUV lithography system costs $370 million, weighs 180 tons, and requires three Boeing 747s to deliver. It contains over 100,000 individual parts from 5,100 suppliers across 14 countries. It shoots 100,000 molten tin droplets per second with a laser, superheating each one past the temperature of the sun's surface to generate light at a wavelength so short that no natural material on Earth can focus it.
So they had to invent new mirrors. Each one is polished with 100 alternating layers of molybdenum and silicon. The surface tolerance is so extreme that if you scaled a single mirror up to the size of Germany, the tallest imperfection would be 1 millimeter.
Those mirrors took 20 years to develop. The company that makes them, Zeiss, had to build entirely new metrology tools just to confirm the mirrors were flat enough, because no existing measurement instrument on Earth could verify the precision they needed.
The machine prints features at 2 nanometers. That's roughly 10 atoms wide. A human hair is 80,000 nanometers. A red blood cell is 7,000. A single COVID virus particle is 100. These machines are etching functional circuits 50 times smaller than a virus.
TSMC is now mass producing 2nm chips in a Kaohsiung fab so large the cleanroom is twice the size of any competitor's. Each 2nm wafer costs $30,000 to produce. The entire 2026 production run was booked before a single chip shipped. Apple, NVIDIA, AMD, and Qualcomm all reserved capacity years in advance. TSMC is spending $28.6 billion just to build enough fabs to meet demand for this one node.
The chip that comes out of this process is smaller than a fingernail, runs on less power than a light bulb, and contains transistors that wrap gates around nanosheets of silicon only a few atoms thick.
The raw material it started as was sand. The sand cost a fraction of a penny. The civilization that processed it into this started by banging rocks together.
$QQQ market will sell off HEAVILY tomorrow if CPI comes in hot. No data for 3 weeks means market has had nothing to move off of-its also pricing in a 100% chance of 2 rate cuts by EOY which feels optimistic. Lot of room to move down from a valuation perspective.
$GC out of 8 years of watching markets this is one of the craziest charts I have ever seen. Up 25% in 6 weeks for a precious metal like this is completely unheard of. Any thoughts on who is buying still?
@JPATrades@BlackBoxStocks If someone somehow knew there’d be a trade deal coming soon they would not be selling puts they’d be buying calls and making more than 100% lmao.
$3M also isn’t even a drop in the bucket for the $SPY options market. This could be any hedge fund or even some dude on his phone.
@MMatters22596 This is purely technical analysis. From a fundamental and technical standpoint, $BABA has way more room to run from here. The fundamentals have shifted dramatically over the last year or so as they shift to cloud and AI
Something I’ve never seen before today. 0DTE options prices are trading SIGNIFICANTLY higher (5x-10x) because of IV surrounding $NVDA earnings after the bell. 575 calls on $QQQ are at $1.75 right now when it’s trading at 573.7. Insanity-whole market really is eyeing this.
My gut tells me markets will be choppy this week until $NVDA earnings. Everyone already knows they’ll probably beat estimates-the guidance they give and some kind of outlook on AI spend is what will move the market.
Yields are going to fly higher today after this CPI report. I think market expectations for rate cuts this year are going to be much more tampered. Hell, we may not see any cuts at all at this rate if inflation keeps rising.
This is incredible:
Exactly 6 years ago, @elonmusk agreed to the compensation package that a Delaware court just voided.
Here's a clip from the day when the compensation package was announced.
At the time, Tesla, $TSLA, was worth just $59 billion and Elon Musk made his compensation entirely performance based.
Here's the best part:
"If somehow magically he gets the company to $650 billion, he would collect $55 billion in compensation."
Less than 3 years later, Tesla hit a market cap of $650 billion.
Elon Musk bet on himself and he delivered.
Why is that being taken away from him?
.@elonmusk: "Tesla has done more to help the environment than all other companies combined.
It would be fair to say that, therefore, as the leader of the company I've done more for the environment than any single human on earth.
What I care about is the reality of goodness, not the perception of it, and what I see all over the place is people who care about looking good while doing evil.
F**k them."
🔥🔥🔥
$CDNS
I bought a 260 call on this before their earnings after the bell today. Love this company. Sure, might be a tough environment but I can see the stock pushing higher just because of secular growth trends in their industry. Time will tell.