A most sincere thank you for continuing to provide us with real-time updates on your industry… invaluable to get the first-hand, up-to-date info like this, something that often either gets missed, buried (by the powers-that-be), or takes a while to come out in the mainstream media.

I’m working on a force majeure letter saying we are about to be impacted and shut down in the near future because of chip restrictions.

https://www.reuters.com/business/autos-transportation/automaker-group-warns-nexperia-chip-supply-issue-could-quickly-disrupt-us-2025-10-17/

Here’s a quote from the article.

“If the shipment of automotive chips doesn’t resume – quickly – it’s going to disrupt auto production in the U.S. and many other countries and have a spillover effect in other industries,” said the group’s CEO John Bozzella. “It’s that significant.”

This will get resolved, but real damage is already being done.

GOLD short trade is probably the next major pay out short trade assuming timing is exactly right. Sadly I couldn’t get into GDX/GLD short earlier today when you submitted your short idea on it. Would’ve been up a few percent already, now it feels like chasing it (Unless the goal is a swing trade back to the main up trend line).