Steve Hyde has lived and worked in Cambodia for more than 30 years and has held Cambodian citizenship for a long time. He is also my friend, so I’m not sharing this as a detached observer. He recorded this video from near the border because, as he says, he cannot leave, and because he wants people outside Cambodia to understand what life feels like on the ground right now. In his words, he is “deep inside Cambodian territory,” waking up to “heavy artillery, F-16 bomb drops by four or five in the morning.” He talks about more than 600,000 displaced people, “the poorest of the poor,” with families sleeping in temples and in rice fields as the bombing continues.
You do not have to agree with every word or every ask he makes. I don’t. But I trust Steve’s account of what he’s seeing and doing, and I think it deserves to be heard. Whatever anyone thinks about the politics, civilians are being pushed out of their homes at scale, and the human cost keeps growing while the arguments and blame-trading continue.
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How does the semiconductor ecosystem support the AI revolution? 🧐
• Building AI Brains | $NVDA, $AMD, $INTC
• Optimizing Data Centers for AI | $DELL, $SMCI
• Making the Chips | $ASML, $TSM, $LRCX, $AMAT
• Customizing AI Chips | $ADI, $QCOM, $ARM
• Ensuring Chip Quality | $KLAC
• Advanced Memory Solutions | $MU, $WDC, $STX
• Provide Design Tools | $SNPS, $CDNS
• Powering AI Connections | $AVGO, $MRVL, $TXN
"There are at least 4 types of wealth:
1. Financial wealth (money)
2. Social wealth (status)
3. Time wealth (freedom)
4. Physical wealth (health)
Be wary of jobs that lure you in with 1 and 2, but rob you of 3 and 4."
-@JamesClear
To review -- here are my 20 favorite companies within the semiconductor ecosystem -- ranked from the most to least expensive based on 2024 metrics 🧐
$SWKS, $ON, $QCOM, $TSM, $INTC, $AMAT, $MU, $AVGO, $KLAC, $LRCX, $ADI, $NVDA, $TXN, $ASML $AMD, $SNPS, $CDNS, $MRVL, $ARM, $PI
“Having loads of liquidity lets us sleep well ... during episodes of financial chaos that occasionally erupt in our economy, we will be equipped both financially and emotionally to play offense while others scramble for survival.” - Warren Buffett
Video: https://t.co/W3EuVoOSpa
My Favorite Stock Market Movies:🎬
1. The Big Short
2. Margin Call
3. Wall Street
4. Trading Places
5. The Inside Job
6. Rogue Trader
7. Dumb Money
8. Barbarians at the Gate
9. The Wolf of Wall Street (Comedy)
10. Too Big to Fail
What's your #1 favorite?
These are hot AI plays (non-software):
We first have $NVDA.
We then have $SMCI.
We also have $DELL $MU $PSTG.
Now we have $VRT $POWL $STRL $MOD $CLS $CEG.
I love all of them 😀