14 Michael Burry first tweet in years... It's going to burst. (media.scored.co) posted 33 days ago by RealWildRanter 33 days ago by RealWildRanter +14 / -0 31 comments share 31 comments share save hide report block hide replies
https://m.youtube.com/watch?v=mCfjSc8A9Qo
Check this shit out. ASML in the Netherlands is the ONLY company making the AI chipmaking machines— sends them to sKorea and Taiwan…
Blew my mind how stupidly fragile the AI hardware supply chain is…
The video doesn’t mention neon deposits, (Ukraine) but briefly mentions rare earths.