hjouneau

There is almost three times more taxes on gas in Germany than in US

OVH is not backed by Xavier Niel. Niel is behind Scaleway, which is OVH’s main French competitor.

You forget the "in 2 years" part.

The pre-IPO timing of this narrative, combined with Musk’s history of Tesla’s stock pumping, leaves no room for doubt. But, that has worked for Tesla, I’m pretty confident it will work for SpaceX, which will IPO for $1T+.

If they have the fabs but ASML doesn't send them their new machines, they will just end up in the same situation as now, just one generation later. If China wants to compete, they need to learn how to make the EUV light and mirrors.

I don't know if the bubble will burst, but the bubble is big.