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Joy, you was talking about today that you shent me an articles, an article that was interesting that everybody knows how I feel about these chip stocks Semiconductors. Yes, yep, and you know been very vocal about a lot of them. And but you were saying that a lot of these tech companies you sent the article, a lot of these tech companies are starting to explore doing it themselves, or at
least a portion of it themselves. So that's interesting because in my brain, that would hurt the industry that's been doing extremely well SMH, been on fire, you know, the Taiwan Semiconductor a m B. All of these have done extremely well for you know, the last five ten years.
So what's what's the deal with that?
Yeah, So obviously, and even in November, I think on market money as we talked about, and it's happened already with Apple making their own and one chip they put it in the new iPads, they put it in the new MacBook. So they've made their own chip. Tesla and said they're gonna be making their own chip. The Dojo chip by do which is the Chinese version of Google,
has made their own chip. We just put up a post last week about Google creating their own chip and Amazon working on something and so it's interesting, right, And I thought the same thing as you. I'm like, wait if they start making O chips. Some of these companies are gonna get pulled back. But what they're going to do, and they're making their chips, but the key is who's
manufacturing the chip? Right, Because to invest in that is going to be the key, right Because to create a factory that has manufacturing, it's like a I think, like fifteen billion dollar operation and it takes like seven years to do it. So they don't have that type of time right, right, So because business moves every day, and so the manufacturing piece is going to be key. And so who's the number one manufacturer of the chips? TSM, right or Intel?
Right? Right now? I give the notch to TSM in that category.
So that's a company obviously with the chip shortage that we've said this so.
Many times, I love TSM. I love TSM.
When companies need to have manufacturing which is going to be on a high demand sense, there is a shortage, I want to find a person.
That's manufacturing it.
But I dug a little deeper into the research, right, And so I keep hearing we keep paying chip shorts, keep shitting chip shorts.
What is the problem? And so I think.
Wall Street Journal, it might have been Wall Street Join and I put the article in the chat they wrote a very good article and explaining what happened. And so there's a piece inside of these ships called the substrate, right, So the sub it's called the substrate, right.
Sub s T R A T E.
So when I'm like, yo, do your research, like I really was reading this all weekend, I'm like, damn, oh, I get it. And so the substrate is pretty much what connects the chips to communicate with each other.
And so they've been having a problem producing those.
And so this is interesting because substrates are something that people don't really invest in, even if you look now that put the people that produce them.
Even in the articles, it's like three companies, but they're.
All in Southeast Asia, not heavily invested in because it's not a lot of money. Until now, right before, it was like we can get these ships, it's cool, we put it in all our devices.
It's nothing.
Now there's a shortage, you know, So now the substrate that man is about to go up. And so now even me I'm looking at it, like, so who makes a substrate? So there's like three companies that they list in article. I think one of them is Samsung Materials. It's not actually Samsung the company, it's like Samsung Materials. I'll posted the article so we can see it. But these are the type of things that I'm looking into. Now. It's like all right, well, all right, so substrates is
what helps the chips communicate. That's how that's the piece that's keeping this as a shortage. There's a low supply in it right now, who's going to be making that? And so like that, you know what we talked about it with Trapp last week, like when somebody's dig gonna for go, we got to find the shovels. I'm looking into those type of things and so now they might be the piece that becomes in demand. But again, who's
going to manufacture? And so if we look at it from that standpoint, I still like companies like Taiwan Semi Conductor because they already have the infrastructure to manufacture.
And your thoughts, we shouldn't even do a follow up. You killed that thirty nine off the bench and all possessions you killed that. I agree with that. That's yeah, all the earned is going crazy.
Truy teaching, yup, I have nothing to add, might cut all my parts out?
Yeah yeah, no, I was like seriously. It's like we talk about researching and I'll try to put it in YouTube. Man, these are the things that we should be really researching, right, Like we keep paring ship choice and you know we love that mate that's major has done a lot for us.
Crazy.
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Shortage right, then this could hurt our industry, hit the industry right, or hurt our.
Etf and we don't we don't need that.
So let's find other ways that we can invest in and make a bad situation or a dim situation right. Because now it started out by saying it would last half of twenty two. Now this talks that it might last to twenty twenty five.
What the chip shortage?
The chip shortage right, because the automakers are like listen we can't produce. The cars are hurting, they're getting killed.
If you look at who who reported last week, was it for.
One and the one automative reported and it was just like they took a hit because they don't have this. They can't get the chips in the cars fast enough to sell them. And so knowing those things, we just gotta dive a little bit deeper into the research and say, all right, well this is something that we could look into. I'm gonna post article so everybody can have it as well. Out to Wall Street Journal. It was a great article.
Also, in every shortage or in every crisis, there's an immense opportunity and the true goal of every company is to happen a monopoly.
So AMDTSM will still be fine.
Keep your eye on Apple, on Google and see what they come up with. Also Amazon with web services.
That's what I always tell you guys.
You got to invest in companies that have a bunch of cash in case if a crisis comes about and these are playing like I put it in stock Club yesterday. Notice twenty twenty Health crisis nineteen twenty, Spanish fluid health crisis eighteen twenty, What health crisis came about put it in Chat seventeen twenty.
These are change in up the guard. I'll leave it at that. Do your research.
Study every time these economic resets happen, they lead to a new wave of companies that normally die off, and then some will blossom and do well over the.
Next fifty years. So be prepared. So that's why I say, go do your research and go when I'll be.
Telling culture hacks for everybody listening by Richard Conrad, go read this book. When I tell you guys to go study, And when Troy said he studies, he's every time I call him like broch, you're reading looking at once. You study what happens over one hundred year business cycle. You can almost time oil came in. It was a dominant force and dominant resource after something else left. These things happen. If you go look at those bnner cycles and tied all together, you're a happy blueprint.
All the answers are there. I promise you that's a book.
That's a book. Tip ladies and gentlemen, we're gonn I'm gonna get you another one in the report YouTube, please hit the like button.
Forty one hundred people on YouTube hit the like button, don't forget okay, So okay. So the most highs for the S and P five hundred over the last one hundred years, which is interesting. The most was nineteen ninety five. It was seventy seven new highs that was hit that year. The next was twenty and seventeen with sixty two. The next was nineteen sixty four with sixty two, The next was nineteen twenty eight with fifty nine, and the next the fifth is twenty twenty one with fifty four. But
we still have three months left. So what that means is that we have hit record highs in the S and P five hundred fifty four times this year and there is still three months left, so it's already at number five. This is already the number fifth year ever for most highs hit.
What do we make of that?
This is the first time I read some information to scare me.
If it matches or surpasses nineteen twenty nine, it comes back to what I say, they being twenty three will have a slight drop, but twenty seven would be pretty harsh. And if you look at what happened post nineteen sixty four and post nineteen ninety five, ninety five kind of ushered in that tech wave and then it was great until it wasn't and the crashes were immense.
My graduates from my school being forced bad drop.
Bag drop, Mike drop Bad drop b.
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