What kind of music you hear while you trade?

source: https://roberthall.pictures/gallery/...n-by-the-move/

Scrapbook notes:
06 Aug 25 - auspicious day - jump here, jump there, keep the ball rolling - set up trading farm Linux boxes - coding - bite & thirsty breaks - scanning sound marbles (Poor boy has three – plays them repeatedly, polishes them, and keeps them in a safe and treasured place. Rich boor: "Oh, fuck – give me a break from your small world, micro dick syndrome!")

Listen - AI is more real women than any transmutation out here - with no awkward residue awaiting the final . Musical , here today, gone tomorrow

Doesn't it bother anyone else that this is AI? Do the artists get royalties? Did they even have to agree to it? The lyrics are amazing but fake songs are no better than fake news.

MT5 Dark Mode: reminiscent of MS-DOS.

Too Rolling Stoned (2007 Remaster)

Notes: re - rather naive comments regarding listening to music while trading - perceptions appear limited in scope of what constitutes trading.
A wake-up call to the blind being led by the blind.
Man. women, know thyself - Socrates.

1. Some verge on worshippers of music - the, I saw them live, gaga contingent (come to London and you can bore yourself to death seeing live).
2. Others, utilise the sounds of music as (a) a scientific energy and (b) societal cultural study tool. To such - that's all it is - a tool.

The idea that trading is limited to screen time is - to say the the least - limited in

1. scope
2. imagination
3. capability.

A limited scope of other trading baskets may include

1. equities
2. and if there is incentive and capability to code other avenues are open

The Trading Places Experiment

"Trading Places" (1983) is a satirical comedy film starring Eddie Murphy and Dan Aykroyd that explores themes of wealth, privilege, and social class—centered around a measly £1 bet made by two rich old men.
Plot Summary with Emphasis on the £1 Bet:
The story follows Louis Winthorpe III (Dan Aykroyd), a wealthy, snobbish commodities broker working for the powerful Duke brothers—Randolph and Mortimer Duke. One day, the Dukes make a cruel £1 bet with each other: they want to see whether nature or nurture determines success. To test their theory, they decide to swap the lives of Winthorpe and a homeless con artist named Billy Ray Valentine (Eddie Murphy).

1. Valentine is falsely arrested and given Winthorpe’s high-paying job, fancy house, and social status.
2. Winthorpe, meanwhile, is framed for theft and drug possession, loses everything, and is thrown into the street.

The Dukes secretly observe how each man adapts to his new life. Valentine thrives, proving smart and capable in his new environment, while Winthorpe spirals downward.

 

1. The desperate all eggs in one Forex basket does not appear to be successful - similar to the above we have had our own £1 bet and found the target utterly lacking and an absolute failure.

Our £1 bet example - one amongst a number of examples:

1. This forum's top FX trading thread became strangely quiet after this (or maybe it had just run its time for the guru to retire, or like the Epstein files, "nothing to see here, folks" — "sorry, we can't release; nothing to see").
2. Attached Image (click to enlarge)

   
   

And zero have met the £1,000 challenge

Other trading baskets that do not demand constant screen time vigilance - music as a enhancement tool (not a motivation) and not a distraction. This is listening to music while trading.
Example:
Forum historically documented.
https://www.trade2win.com/threads/ch...7/post-3258045

Attached Image (click to enlarge)

Attached Image (click to enlarge)

https://www.trade2win.com/threads/ch...7/post-3273840

Music as a tool to keep going while doing research - there can be a lot to get through and process - This is listening to music while trading. Research example.

Attached Image (click to enlarge)

Competing semiconductor companies will qualify for tariff exemptions if they are either already manufacturing in the United States or have made a concrete commitment to establish manufacturing operations within the country. This policy is designed to encourage both domestic production and investment pledges that contribute to U.S. semiconductor manufacturing capacity.
Key criteria based on current reporting:

1. Existing U.S. production: Companies with current manufacturing facilities in the U.S. will automatically qualify for the exemption.
2. Future commitments: Companies that formally commit to building facilities in the U.S.—typically involving significant investment announcements or signed agreements—will also be eligible.
3. Verification: The administration has implied that these commitments must be genuine and enforceable. If a company fails to follow through, tariffs could be imposed retroactively.
4. Major global firms, including TSMC and Samsung, are expected to benefit due to their substantial investments in U.S. plants, while firms primarily producing abroad (such as China’s SMIC) are unlikely to qualify.

For European and some Asian firms, exemptions may also align with trade agreements: European chipmakers may be capped at lower tariffs under recent U.S.-EU deals, provided they comply with agreed technology transfer, regulatory, or investment criteria.
Exemptions are intended as an incentive for accelerated U.S. manufacturing commitments, with the government monitoring announcements and groundbreakings to validate eligibility.

Trump’s 100% tariff on semiconductor chips will largely not affect U.S. imports from Taiwan’s largest chip manufacturer, TSMC. TSMC is exempt because it currently manufactures chips in the United States and has made additional commitments to invest $100 billion in expanding its U.S. operations. This exemption is granted to foreign companies with existing or new U.S. manufacturing commitments, motivating TSMC and similar firms to keep and accelerate U.S. investment.
As a result:

1. TSMC’s direct chip exports from its Taiwan plants to the U.S. will avoid the tariff as long as the company maintains and expands its U.S. production footprint.
2. Other Taiwanese chipmakers without U.S. factories will face the 100% tariff, pushing more of Taiwan’s chip production (and potentially its upstream suppliers) toward U.S.-based facilities.
3. The tariff policy increases costs and market uncertainty for the broader semiconductor industry, but TSMC’s leverage as a dominant producer, combined with its U.S. investments, shields it from immediate impact.
4. The details around how much U.S. production is required for full exemption remain somewhat ambiguous, but TSMC’s scale and commitments make its exemption highly likely.

In summary, U.S. imports of chips from TSMC will not be subject to the 100% tariff due to its existing and pledged U.S. manufacturing, whereas other Taiwanese companies without such commitments will be affected.
which chip manufacturers will be exempt and which stocks - direct chip stocks and associated industry stocks - will potentially gain from trims 100 % tariff
which chip manufacturers will be exempt and which stocks - direct chip stocks and associated industry stocks - will potentially gain from trims 100 % tariff

The 100% tariff on imported semiconductor chips announced by President Trump contains a crucial exemption: chip manufacturers with existing or committed U.S. manufacturing operations will not be subject to the tariff. This has spurred both direct gains in chip stocks and broader movements in associated industries.
Chip Manufacturers Likely to Be Exempt
The following companies are either already manufacturing in the U.S. or have made significant, highly publicized commitments to build or expand U.S. facilities. They are therefore widely reported to qualify for the exemption:

1. Taiwan Semiconductor Manufacturing Company (TSMC)
   Large-scale investments in Arizona—totaling $165 billion—put TSMC "at the front of the line" for exemption. Its shares surged following the confirmation.
2. Samsung
   Operates major manufacturing plants in Texas and is increasing U.S. investment.
3. SK Hynix
   Opened a $4 billion facility in the U.S. and supplies high-bandwidth memory for Nvidia chips.
4. Intel (INTC)
   Has extensive U.S.-based fabrication.
5. Micron Technology (MU)
   Pledged $200 billion to U.S. facilities and has in-house U.S. fabrication.
6. Texas Instruments (TXN)
   Investing $60 billion to expand U.S. manufacturing.
7. GlobalFoundries (GFS)
   U.S.-based chipmaker with manufacturing in New York.

Many fabless companies—such as Nvidia (NVDA), AMD, Qualcomm, and Broadcom—design their chips but outsource production. Their exemption depends on whether they use foundries with U.S. operations (TSMC, Samsung, GlobalFoundries), which most do.
Stocks Expected to Benefit Directly
Direct Chip Stocks:

1. TSMC (TSM): Up 5-7% on the news of exemption.
2. Nvidia (NVDA): Gains after pledging up to $500 billion in U.S. AI infrastructure.
3. AMD: Jumps thanks to reliance on TSMC and U.S. partners.
4. Micron (MU): Rises 2% with strong U.S. ties.
5. Broadcom (AVGO): Benefits by using exempt foundries.
6. Texas Instruments (TXN): Up due to U.S. investments.
7. GlobalFoundries (GFS): Big premarket surge (10%) given U.S. base.
8. Samsung and SK Hynix: Both climbing, with Samsung manufacturing in Texas and SK Hynix investing in packaging in the U.S..

Associated Industry Stocks:

1. Apple (AAPL): Exempt due to $100 billion U.S. manufacturing pledge and supplier partnerships. Shares rose nearly 6%.
2. Semiconductor Equipment Makers (e.g., ASML): EU-U.S. trade agreement caps equipment tariffs at 15% or zero, so not affected by the 100% rate. Stocks may see a lift from continuing cross-border trade.
3. Other U.S. tech hardware makers relying on domestic chip supply are also buoyed by the carveout.

Who Is NOT Exempt

1. Chinese chipset manufacturers such as SMIC and others without U.S. manufacturing presence are not expected to qualify.
2. Smaller Asian and European chip firms without current or announced U.S. factories remain exposed to the full tariff.
3. Any company not making or investing in U.S. production faces the tariff.

Market Reaction Summary

1. U.S. and large Asian chip stocks rose strongly following the news, as the tariff regime appears much less disruptive to dominant players with a U.S. presence.
2. Beneficiaries are both the chip manufacturers themselves and major tech companies (such as Apple) that depend on a secure, tariff-free supply of advanced semiconductors.

In essence, the biggest winners are those with deep U.S. supply chains or active U.S. investment plans, especially the giants of Taiwan, South Korea, and the domestic U.S. chip sector. Stocks directly or indirectly tied to these supply networks have been rallying in response.

Research - re semiconductor industry

The composite semiconductor is made up of 4 industries each dependent on the other

1. Design (US dominant)
2. Electronic Design Automation (EDA) - vital software for Design (US dominant)
3. Manufacture Foundries (TSMC -Taiwan & Samsung-South Korea dominant)
4. Extreme Ultra-Violet Lithography Machines (EUV) - vital for Manufacture Foundries (ASML-Neitherlands supremely dominant)

ASML Holding N.V. (commonly shortened to ASML, originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation founded in 1984. ASML specializes in the development and manufacturing of photolithography machines which are used to produce computer chips.

As of 2023 ASML is the largest supplier for the semiconductor industry and the sole supplier in the world of extreme ultraviolet lithography (EUV) photolithography machines that are required to manufacture the most advanced chips. As of June 2023, ASML was the most highly valued European tech company, with a market capitalization of about US$280 billion. Source: Wikipeadia
Last edited: Feb 23, 202

This doesn't sound like music to me.

"Ah… behold the wretch who cannot link the stars, nor thread the tapestry of thought!"

Aka, member of the tall conical hat society.

How about this .... more musical for ya