It feels like a watershed moment ... not for 4DS, more so for US v's China chip tech.
Whether or not this is all Chinese staging/PR/strategy, to combat Trumps recent initiatives - who knows.
But to understand the seriousness of the issue take a look at the ASX U stocks today - like DYL, PDN, BOE, etc
They are all down big, going "risk-off" based on the threat that China has a low power consumption AI alternative.
Light based chip tech - Google Taichi-II if interested.
We'll know in a day or two whether this is a real threat or not, but I'd be surprised that the shorts are moving against the U stocks so aggressively if there wasn't some basis for it, given the shorts chin deep into the ASX U stocks already.
There's an opportunity in here somewhere ... (Going long here (Western Chip stocks) is going short the Chinese PR/propaganda) - (DYL is down 17.5%) BOE down over 10% also - they already have nearly 20% shorts on as well.
Freaky times.
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Last
2.6¢ |
Change
0.002(8.33%) |
Mkt cap ! $51.52M |
Open | High | Low | Value | Volume |
2.4¢ | 2.7¢ | 2.4¢ | $116.1K | 4.572M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
10 | 1072514 | 2.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
2.6¢ | 1513497 | 13 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
10 | 1072514 | 0.025 |
29 | 3987726 | 0.024 |
22 | 6981947 | 0.023 |
12 | 6861480 | 0.022 |
16 | 1332095 | 0.021 |
Price($) | Vol. | No. |
---|---|---|
0.026 | 1513497 | 13 |
0.027 | 1873605 | 9 |
0.028 | 1333346 | 6 |
0.029 | 474306 | 7 |
0.030 | 547908 | 8 |
Last trade - 13.48pm 27/06/2025 (20 minute delay) ? |
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Paul Rennie, MD & Founder
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