Sorry I don't understand. Shouldn't the shortage put the QCOM, NVDA, INTC and co in the red ? I mean, they can't keep up with the demand at the moment so why don't they crash ?
Boiler Room: The Official Stock Market Discussion
Rookie question
how come it seems like when I try to purchase a stock at the lowest price it always seems to wait until the price goes up before it’s pushed through aren’t the trades live action real time based on the listed price of the commodity? Am I low key being ripped off.
how come it seems like when I try to purchase a stock at the lowest price it always seems to wait until the price goes up before it’s pushed through aren’t the trades live action real time based on the listed price of the commodity? Am I low key being ripped off.
Spree At Last
All Star
Look at ASML and AMAT, these names are almost certain to keep growing because they supply crucial equipment to every semiconductor manufacturer. ASML in particular has a complete monopoly over EUV machines which are necessary to make the latest and best chips. That's not gonna change for a long time.
The shortage means more companies (TSM, INTC, etc) are investing in foundries to build more chips, and companies like ASML and AMAT win big in this landscape since they get more orders
What’s happening to SKLZ?
i lost almost all my gains on this, but i'm not too worried about it. 60% expected revenue growth for this year. NFL partnership is nice.
growth stocks are getting hammered. just hold your shares strong. i'll not sell until it reaches 50bil+ market cap.
dora_da_destroyer
Master Baker
no, the shortage isn't a failing of chip makers, it's the result of surging demand. why would they go in the red when they're selling every single thing they make, when high demand means they can raise prices and thus margins? this is a financial positive. they have a huge market to grow into, it's an industry where there's concrete evidence there will be future growth...at least until production capacity overtakes demand.
That's an interesting angle to play indeed. I'll have a look at thos thanks.
But I might need some finance 101 because company valuations going up while they can't keep up with the demand don't really make sense to me. I understand that the value of the products goes up as it's pure supply/demand but I don't really get why the market responds favorably to what I perceive as a failure from said companies. Or is it that the market thinks about the situation as potentially good ? Sorry if that's a rookie question but finance is not really my area of expertise
EDIT : @dora_da_destroyer explained it above
dora_da_destroyer
Master Baker
you need to check if you have real time quotes enabled in your brokerage, many default to delayed quotes which are ~15 mins behind. so you could be trying to buy for $22 based on a 15 min old quote, but your actual purchase price is the real-time price which might be $24.
you tried to put a limit order?
and like dora_da_destroyer said you have to enable real time quote. i had to do that with fidelity.
no maybe i should I was just doing market orders
Ok I can see it that way indeed, got it. I was thinking of companies not being able to forecast that surge as a negative similarly as a en energy supplier not being able to face an increase of power demand and in that case, to me it's a failure
EDIT : wanted to rep you but seems like I can't. Here's an imaginary +10 then
Controversy
Superstar
I don't consider the space economy to be speculative. There's been consistent growth over the past decade. Investing in space is forward looking for me. Here are some key takeaways:
Small satellites industry is expected to grow from nearly $3B in 2020 to over $7B by 2025.
Drone technologies is expected to grow from $14B in 2018 to $43B in 2025.
I'm thinking about 2025 to 2030 with my portfolio...these space plays are going into my IRA
always do a limit order. typically the best time is 3-4pm.
