Chris Patrick, Senior Vice President and General Manager of Mobile Handsets at Qualcomm, said in an interview with the press that "Qualcomm maintains close partnerships not only with TSMC but also with Samsung Foundry, and we are doing quite a lot of in depth work related to Samsung's 2nm process technology." He added, "We are currently at the stage of understanding and evaluating how Samsung's 2nm technology could be applied to our future products," and said that "Samsung Foundry has long been a key partner for Qualcomm and will remain an important partner going forward." $QCOM

Speaking from a lot of experience here... I have seen it all. It happens every single cycle, all the time. "It needs to have a healthy correction." "It needs to take liquidity below." I can assure you, it doesn’t. It does not need to do anything. It does not need a "healthy" correction, and it certainly does not need to take liquidity below us either. People always bring this up when the market is simply in disbelief. And it is clear that is precisely where we are now: disbelief. The only thing people want now is a good retracement, a solid retest, and then they will happily "long," so to speak. Well unfortunately for you, that is not an inherent characteristic of how a bull market is designed to function, especially given we are still way below 126K. The entire rally to 126K should be violent and relatively quick. You will not get ideal retraces. You will not get ideal retests. The market is not going to give you that luxury, hence why positioning beforehand is always smartest. The market does not feel sorry for you & it does not owe you anything. Because now, if you are sidelined, their are only 2 things you are doing: 1.) Trying to rationalise or justify why it needs to retrace to fill your long. 2.) Shorting in hopes it retests your level out of spite, just to be in the market. A mistake which, again, 90% of people make. Longs from below end up closing too soon. 60K longers? Most probably closed already. 76K longers? Same thing. You might think the market is heavily long just because it pushed up 50% from the lows, but you are not factoring in how the market naturally rebalances itself when people take profits too soon. Especially after being down only for 10 months. You do not use your brain in a bull market. You bid pullbacks. That is it. It is that simple. Yet the simplest things are the hardest for people to follow because they cannot accept that it can be that easy, when it literally is that easy. So my advice is to completely ignore people like this. There is a good chance they hold zero $BTC and are simply reacting out of spite for missing the move. The market can go up only. Just look at the weekly and monthly TFs through previous bull cycles up to new ATHs. It is pretty much up only, so there is no reason to assume this time will be different.

It quite literally can only go up only... $BTC People are overcomplicating something very simple because, if it looks too obvious, it cannot happen. We’ve formed a weekly HH while positioning has fully reset. There is quite literally nothing to be bearish about.

An industry source in Korea’s glass substrate sector said, “In Korea, companies are taking a long time to build production lines because they want to validate each process—from glass cleaning in the pretreatment stage to machining, metallization, and CMP—before committing to investment. China, meanwhile, is installing equipment first, making products, and submitting them to customers for evaluation. In terms of commercialization speed alone, China is ahead of Korea.” The source added, “Korea and China are currently at roughly the same technological level in glass substrates. While Korea focuses on perfecting individual processes, China is producing actual products and accumulating mass-production experience.” The source continued, “Securing yield and reliability in mass production is critical for glass substrates, so experience with customer qualification is key to advancing the technology.” The Elec: China Moving Faster Than Korea Toward Glass Substrate Mass Production

I'm reading Shakespeare's Professional Career by Peter Thomson. Like most really good books, it covers much more than its title implies. It's so packed with detail that it's half way to being a history of the Elizabethan period.