So very good morning to all of you and very early good morning to our friend and always from California Who is joining us for this 40 70 couldn't be here in person? But I think that his presentation was a lot for for the debate. We are going to have so You have been you know listening on the first panel and that was a beautiful Introduction also for what we are going to touch right now because you have seen that the world is going into new applications very critical applications and What we want to touch today is what is the industry behind it? I mean how is it going to happen and why and What are the forces that really drive these? Innovations and you know that the complications today is not on the technology It's all about also the geopolitical around it So we are going to touch this and in the debate also we want to make sure that as we go into the discussions We also talk about this part of the world the Gulf regions if you if you talk about You know innovation if you talk about leadership if you talk about sovereignty it is very important that You understand also that it is a critical Industry for this part of the world as well so with that I want to make sure that We will have a first and introduction with under Jones. We're going to again talk from California. We Edmuth is on my on my left here first and with them and would has been Playing in the industry for more than 30 years in the semiconductor industry and it will and you have isn't Bio into the into the the documents here with max max. I will only say that max is Traveling around the world is the innovation makers is one of these few people in the world who are really connecting the dots and Again, I make sure that you read is bio. It's very very important so with that and all maybe I'll turn it to you and We start into the debate just after that today we'll talk about the Underline capabilities of AI which is semiconductors So if we're going to slide to I basically would give some background on Myself and also the company So IBS has been in business for 33 years We work with most of the major semiconductor companies. We also work with financial institutions But we also work extensively with governments We worked with new US government on their strategies for semiconductors I spent a lot of time in China regarding semiconductors in China Also interface with the French government. We actually have a high-level discussion of fresh government last week Also Japan Also Taiwan Now we're also doing some work for India and also potentially Vietnam so we work on a global basis and also a key part of what we do is focusing on the growth and evolution of AI and Then focusing very heavily on the semiconductor support for AI and of course the key part of the essence of AI is data and in some ways data has similarity to oil But also I'm going to cover why Semiconductors have become so important in the last few years and one of course is now the government of many countries are involved Also the supply chain issues But the third factor, which is that all the emergence of generating of AI Which is going to change Markable industries and I'll cover some of those points that are focused very heavily on the semiconductor supply That is needed to support AI. Can we go to slide three please? So we see AI today in smartphones the camera functionality in smart phones is based on AI And this is the beginning so basically we're going to see many many new applications emerging in the automobile industry we see some of the consumption in 2030 and about 2500 per vehicle compared to $500 in 2020 and of course a key part of that is the self-driving capability that will emerge and Nvidia of course has had very high visibility of recently in terms of data centers Otherwise, we can think of data centers in some ways as equivalent to all refineries a large amount of data goes in and it gets as processed and then of course the Utilization of data is very widespread and of course the key building block function of AI is that of the GPU of Nvidia Where they predict when we cost them about $3,000 to make it But they sell it for $50,000 and their global shortages So this is the beginning of what we call generative AI and the impact initially is in the data centers But we will see why is that use at the edge devices in the edge applications in future Which can use major opportunities for country for countries in the Middle East in Europe in the US and in other global regions And we go to slide for please So governments are becoming increasingly active in our semiconductors and of course the initial Driver was that of supply chains cars could not be shipped because of our lack of semiconductors So we now see the joint venture between global foundries and STM ST micro in Chrome you see Fab in Germany for TSMC We see a Fab in Germany for Intel The US chips act is produced in this money So governments are now actively involved in decision processes for semiconductors. This was not the case in the past and of course AI will increase the involvement of the governments Let's go to slide five please So the semiconductor market will be a trillion dollars in 2030 IBS along with semi predicted this back in 2017 So of course, this is a huge industry with significant little potential Very fragmented in terms of many different products. Let's go to slide six so a trade war has emerged in the semiconductor industry and Yeah, so let's go to slides next slide slide seven. Let's go one more slide Let's go one more slide Yeah, thank you. This is the one I want so a trade war has emerged between the US and China in Semiconductors and of course a part of it was supply chain issues But US sees China becoming a major competitor in terms of semiconductors But the real emphasis right now is on artificial intelligence the key building blocks for semiconductors in terms of the Artificial intelligence of processors and this is where there's right now a trade war between US and China regarding supply chain of processors Also, the AI is increasingly important in the military applications Drones rely very heavily on AI and of course software for military intelligence is a key factor in terms of the AI arena Let's go the next slide so China though is moving rapidly in building semiconductor capabilities and I've been there. I just came back over this about a week or so ago And this is my third visit to China this year I spent about six weeks in China this year and we do see a rapid progress in a number of areas And of course China has a large in a row highly skilled engineers and Chinese governments providing large funding The role though of Taiwan is critical SMC is producing approximately 60% of the foundry market and 90% of advanced feature Technologies Apple Qualcomm Nvidia all these companies depend on TSMC What's going to happen to TSMC in the future? That's a question for another discussion and basically we do have Significant visibility into what some of the potential options are. Let's go the next slide So generative AI is Effectively a new capability within the semiconductor industry Generative AI is the ability to develop software which then allows tasks to be addressed Very effectively chat GBP can create content But the real value of generative AI is development of software which then allows New applications to emerge. We heard in the last presentation about digital health That's going to be a biggest one the biggest both industries in 2030 to 2040 and generative AI and semiconductors are a key part of that Also sensors will be a key part of that and of course sensor capability and sensor leadership is in Europe and In generative AI we think can be important to have global collaboration or collaboration between Countries that have different skill sets, but also different requirements So this is a new era for the semiconductor industry and again dream TV. I is a new capability Which will revolutionize many applications. Let's go the next slide, please And let's go the next slide Let's go there. So Generative AI basically is the ability as I mentioned to generate models and The initial activities of generative AI is in data centers and as I mentioned at Vidya their revenue data centers in 2014 Was 199 million this year will be 40 billion so what IBS has done is quantified the value of generative AI and If we go the next slide Let's go the next slide, please. Yeah, basically. We looked at each category and then looked at the value of AI And this is what we have in terms of the impact of AI in 2030. Let's go the next slide So AI will represent 760 billion dollars out of a total of a trillion dollars of a separate semiconductor industry This really is a has a huge impact in terms of semiconductor production Semiconductor supply, but also now increasing government control over semiconductors. Let's go the next slide This shows a similar perspective, but now based on a percentage basis So this this this is going to change the semiconductor industry is supply chains and again It's going to produce many new opportunities. Let's go the next slide So what we see in the semiconductor market as a summary is the market will decline this year It will grow next year and then basically fairly strong growth between now and 2030 The trade war between US and China though, however, will become more contentious We see more restrictions being placed on China and it's actually hurting China China is trying to do some Mature technologies and that's gonna be a play for a while However, though, there's gonna be a point with China will push back and that's going to create potentially Significant supply chain issues on the global basis. When will it occur? Maybe 2025 2026 maybe 2027 But it's gonna happen so again the trade war issues have some basis for National security are the areas that we question and again I but the end result is China is making huge investments in semiconductors But as I said, there will be Significant escalation of the conflict in the future. Let's go the next slide so The growth of the semiconductor market right now is driven quite heavily by smartphones by data centers, but Basically, we're going to see edge devices being the key factor in terms of Generative AI So what are the applications? Well, it was mentioned earlier digital health. This is revolutionary I've been exposed to some activities in Stamford in Harvard and we will have major benefits in terms of Reduction or increased importance of diseases Longer lifestyles More productive lifetimes So this is going to change society and of course it's going to take large resources It's also going to take collaboration food production is another area where they're going to be significant benefits from generating AI Education system will need to change dramatically. What has been learned today will become with generating AI what people will have will be what we call a virtual digital twin Which will have higher IQ in terms of data analysis than the human brain We'll have autonomous transportation, of course. This will change logistics. We think China will actually be the first market to adopt Generative AI and L5 it does maybe 2035 it's going to come So we're going to have major changes in society Yes, we have we can learn about the end of the dangers of AI but it's important to up to Accept AI and try and accelerate the adoption because the benefits will far outweigh the limitations of AI So, thank you very much. That is my presentation. I wish I could have more time. I wish I could be there, but again, thank you very much Thank you, and you stay with us if you can right so What we are hearing from you know the previous panel and what and that is sharing with us is that We are big we are going into a new era. I mean, we have been through the gold era the oil and gas era and now we are entering into this Semiconductor era and this is a very critical phase and this is going to be there for the next 30 40 50 years So it is clearly an opportunity to For some government also to get into the game as and I was sharing but is it really true? I mean max, what do you think about this? Well, first of all, good morning to all of you salamu alaikum It's always good to be back in United Arab Emirates and my gratitude to the organizer Committing Muslim O'briel madame Kwan and the Syrian partners Founders Helmut and Paul for allowing me to be on the stage with them It's a distinct honor and a privilege to be here with you It's it's really interesting because Semiconductor industry Let me give you some dates for backdrop the first transistor, which is the genesis of integrated circuit was invented in Bell Labs in 1947 10 years later in 1958 Jack Kilby created integrated circuit which was basically assembly of a bunch of transistors to create functions Over the last 40 years semiconductor industry has contributed so immensely to our lives being enriched To the society being the way it is today and unfortunately majority of the people Don't know the contribution of the semiconductor industry But the last 40 years and half a trillion dollars worth of revenue Will be dwarfed in the next decades on what? Contribution semiconductor industry can bring and what economic value it brings to Countries that they participate in the semiconductor industry that and any innovation it brings Probably all of you have a cell phone in your pocket The last 40 years semiconductor industry has transformed Computing and communication industry to the point that today you take your phone out you can face time your Friends and family without even understanding how all of that has become possible Single-handedly our industry owes a debt of gratitude to a gentleman who was the founder of Intel Which you probably all know because the stickers on your laptop By the name of Gordon Moore Gordon Moore's law which became known as Moore's law Dictated that every two years the number of transistors on a chip to grow to become double and And as such the semiconductor industry has followed that pattern and created more efficient chips Every year at same or reduced cost and as a result it has made possible innovations that has created The the communication and computing industry that you see today Those devices that you have generate data data is the genesis and and I Hesitate to mention AI again because everybody has talks about AI, but it's important to understand why AI Has I think the professor before us explained it very eloquently that AI AI is not new It is actually a very old idea But the advent of semiconductors and and the computing architecture today available has allowed AI to flourish and and again, I like to focus on the positives of the AI such as Ability to be able to detect tumors that Professional doctors with 30 years of experience couldn't do so there's plenty of opportunities And if you look at where the chip industry is today Give you a frame of reference Which is quite honestly for me for all of us in this industry that we've been around for a long time It's still hard for me to grab my head around it the NVIDIA the AMD and Intel's Ponte Vecchio Each have somewhere between a hundred to a hundred and fifty billion transistors in it if you look at the Genius of this devices that there are crunching data and the ability that they are bringing to the society It's it's mind-boggling what will be happening and and you saw handles eloquent Analysis of where the industry is headed in the last 40 years the industry has become at half a trillion dollar industry In the next seven to eight years The industry will double its size and become one point one trillion dollar industry now Why is chips act so important? Why is every country and every society trying to have a control over semiconductors? because from one side if you look at it from advanced agriculture to drones and to computing AI platforms it is the genesis of the new industrial revolution Semiconductors are what makes it makes it to happen But from the other side of it. It's it's part of sovereign Protection of of individual societies each country needs to have access to the technology for their protection So semiconductors have a dual use capability these days and and and in all honesty I am so happy that After the pandemic and shortage of cars because of semiconductors at least now my family knows what I'm doing Because up to that point. They didn't know what I was doing Thank you. Yeah, this is true I mean this is not an industry that is really marketing itself But this is really the foundation for most of the innovations that we see today and these innovations are going to Basically continue to spread over time. So we have built basically we have built over over time we have built this Capability computing capabilities that you are talking about max We also built these communication capabilities really that really drives You know 4g going into 5g and tomorrow it will be 6g So it's a lot of also different type of applications, but it is needed so the the Lego itself I mean the constructions that the architecture is now ready to the next step because we have this high computing high-level computing models that are running with these Capabilities we have this ability to really go fast and move the information very fast We still have a lot of problem to fix. Okay, and and power is going to be a lot of these Situations where the industry is going to continue to focus, but as Andal is saying we want to bring these models Close to the applications. We want to make sure that this Whatever we call it artificial intelligence or ability to do more with less at the point of use This is what the industry is going to bring in the in the future So if you think about that you understand also why US versus China Is going on right now? I mean this is clearly a sovereignty Part of the discussions we understand the policy makers that you guys are Here for and this is so important for this industry, but and would back to you I mean, what do you think? How do you think? What do you think about Europe in this race? I mean, how do you see Europe? Acting and and what are the potential strengths and weaknesses that you see in Europe? That's two questions. Well, good morning, everybody first and foremost also pleasure for me to talk about my favorite subject semiconductors I've spent all of my professional life in semiconductors, and I'm as happy as you are maxed to the fact that finally a Large portion of society recognizes how relevant it is and That's one of the reasons why the tensions between US and China Have a gain so much attention Because in Taiwan, there's a super high concentration of Semiconductor manufacturing in particular advanced semiconductor manufacturing handle showed some numbers on that Why is that critical no car? No phone no internet would be possible today without that particular manufacturing in Taiwan now What are people thought about that? Two things We want to regionalize manufacturing They've diversify the manufacturing landscape. It's got to be in other places and and Handel also said well TSMC is venturing into the US into Japan into Europe Intel is bringing their manufacturing into Germany for instance many things are happening at this point in time And change is always an opportunity for those who are courageous enough to drive it so It's the opportunity I think for many for many countries for many companies to Participate in that change and make a fortune out of it It doesn't come by itself. And as I said, I do believe it takes quite a bit of courage to do that but There's another point that is relevant When we are talking about Taiwan in this particular strength and concentration in Taiwan on this particular capability The semiconductor industry is a lot broader. We are talking about a very relevant specific point but the 600 billion or whatever the number was in 2022 of value that was Created or revenue that was generated is on the so-called device level These devices have to be manufactured these divide the for those manufacturing we need to have equipment and For that to run it needs material if you add all those different steps of the value chain together you are at a trillion already already today you are and these other areas are way more diversified the concentration of of Capability in Taiwan is focused on manufacturing of leading edge technology only There's a lot other things that are being Manufactured designed and value created in other regions for instance in Europe and you were asking about the Europe PN angle to this besides the benefit of Europe now getting from advanced manufacturing being brought into the region Europe has its own strength in certain areas One is automotive I'd say 50% of the semiconductors for automotive are being Designed and to a large extent manufactured in Europe today. So it is a very great strength We also talked about equipment. There is this famous company. Everybody has heard the acronym meanwhile It's called ASML Why is ASML so critical because they are the only company in the world that can enable so-called leading edge technology? but Again leading edge is only a certain portion of the semiconductor industry a critical one that has a lot of focus Also because of potential dual use to it But again, there's a lot of other things that being done in Europe right now today where Europe is leading The the global effort in certain areas and material is a third one and then Paul has been running company called soy tech for for many years again a capability in Europe That is unique to this industry and is very critical for development of certain specific areas So if you go a level deeper in trying to understand what semiconductors are all about You recognize that each region you as for instance owns design automation No chip can be made no chip in this world without Certain capability that resides in the US only Japan owns They from certain areas away for capability and some materials All of this leading edge lithography would not be possible without chemistry coming out of Japan so this is a truly global industry and Yes, it is changing as we speak and yes, we can take advantage of it Every region has to look at what are the particular capabilities and if you're brave enough to take advantage of the current change you can bring This industry or a portion of this industry into this region as well. I will talk about that soon yeah, absolutely and but but that comes I mean for me everything you said makes sense and yes, Europe has very strong capabilities and niches that really bring this You know part of the world in terms of into the club by club I mean If you want to enforce policy you have to have something to say you have to have also the ability to play a part in this technology world and But what we said before is that everything start with innovation. So is Europe Slowing down on innovations. What is max? What is the what is the situations when it comes to this industry semiconductor industry? What do you what do you think about the innovations? You are the first and you are the right person to talk about it by the way So I think Paul refers to the fact that I am fortunate enough to represent an organization That has been the driving force Behind innovation in the semiconductor industry our organization is called I'm a it's located in Belgium We are truly global. We have over five thousand five hundred of the brightest minds from 95 nationalities That they use an infrastructure that is in excess of four and a half billion dollars and We are fortunate enough to collaborate with pretty much any company that is successful Including I think we have a colleague here from Volkswagen including Volkswagen and car companies and Sequencing DNA sequencing companies besides the semiconductor industry You know semiconductor industry has different segments to it There is the logic segment. There is the memory segment There is sensing and actuate segment Europe has been a prominent player in the sensing and actuate Which as you can see is is driving the autonomous driving segment And the company that helmet was on the board is one of the pioneers in creating chips for this automotive industry in Phinean German company. So if you look at innovation in Europe quite honestly speaking I would have to be forgiven because I Am part of IMEC and I get a paycheck from IMEC. So I have to defend IMEC But if you look at the talents that the universities in Europe create Innovation is what has created semiconductor industry and has driven it forward to the point that the chip today has 150 billion transistors on it every aspect of the industry has been innovating and And quite honestly the ecosystem has worked together and and the driving force of the ecosystem is the talent is The innovation behind the industry and Europe has played a significant role Because if you look at the universities in Europe the access to the universities It has a wealth of universities that they can still continue the innovation in the semiconductor industry For us to continue to grow in the semiconductor industry if you look at AI for example or if you look at many of the applications quite honestly speaking if AI grows at the rate It's growing the computing platform the power that is required for that computing platform That the world doesn't have that much power So we need to continue to innovate in order to reduce the power of Consumption of the chip we need to continue to innovate in order to increase the performance of the chips so I think Each region needs to bring something to the table But underlying part of the participation and the price for participation is to create workforce and talent That they can innovate at least part of this value chain Thanks Max. I think it's clear. I think it's clear that this is the new the new era and as part of it, I mean if you think about post-covid and the current China US tension This industry is thinking about Regionalizations we have been building this industry for the last 30 years thinking about globalizations We are now thinking about Regionalizations if you think about the footprint every single region in the world is trying to really get into Into this industry. They are trying to really attract and Built on this industry. So so and I mean there is a question for you I mean, is it a good time? Is it the time? Is it the moment in life where? collaborations between Europe and the Gulf regions should should materialize And is it possible? You know the second industry has different levels we have the foundry level and Movedala has made a significant investment in global foundries and it took a while, but now The situation looks very positive but the manufacturing at the foundry level of the Also for memory is one level and that is very capital intensive and it also requires a lot of skills The next level up is other products and of course products need markets and the markets Platforms represent 35% of the market The other level though is the applications the software and the Solutions that can be brought to the market So if you look at generative AI and where growth opportunities exist as I mentioned earlier Visual health is one of those areas So if you are going to collaborate if the if if the Middle East is going to bring up this own industries related to AI for me digital health is one of the key areas and And why Europe? Well Europe has leadership in sensors the sensors developed by IMEC CLT Bosch Infineon ST These are leadership on a global basis So there it can be collaboration in terms of these sensors that you can get from Europe European companies also have some reasonably good processors. You can build industries like the digital health based on collaboration So you can utilize the infrastructure that is being built You can you can utilize the billions of dollars of capacity that is being built But then develop new industries agriculture is another one Basically pharmaceutical it is another one. So to me the collaboration should be based on applications that benefit society and Whether benefits are tangible and of course there can be significant investments, but the payback will be huge So I see I see significant synergy between Europe and the Middle East and frankly, I think the emergence of generative AI Japanese like jet TBT This is the perfect time to build new industries and as I've been said as Paul mentioned Basically, we need to collaborate No country can do everything by themselves and again I think right now is perfect timing to look at generative AI and then look at who the potential partners could it can be and of course they do involve political stability in relationships as well as economic factors as well as Innovation and of course also the need for end markets So to me, this is perfect time to focus on generative AI because there's at the early stages of emergence But the applications on opportunities are very clear So and what what is your view on that and maybe if you want to get into what? What can be done in also to get into win-win situations? I think it's it's an opportunity, but but the train is moving right and This is an industry who doesn't stop. I mean clearly it is about speed and it is also long-term vision. So What do you think about potential collaborations? How do you see that as you know being someone who has built this industry in Europe, but also What can be done and maybe I would open that questions to max and ender as well what can be done to Create these win-win situations with this part of the world Yeah, I think max already described it very well innovation is the DNA the core DNA of this industry and to Create an Innovative environment is what you have to have in mind if you want to be successful Longer term in this industry Now the chicken and egg question is always how do you create an innovative ecosystem? How does it begin? Does it start with a the Institute with the research facility does it start with manufacturing? Frankly, I my experience, but I have seen many times when when when you wanted or when been somebody ventured on on setting up a semiconductor Activity in a new country or in a new place It usually starts with true business. You have to start with somebody who has all the ingredients To bring business to a marketplace Once you have that the ecosystem grows around it that doesn't grow overnight You can do a lot of things to accelerate that and you probably have to do that But once you do that the ecosystem is going to grow it begins with one one first start One company that is willing to set foot on a new ground and the question is how do you attract that? In my experience and what I've seen lately Subsidies are no longer differentiating Probably have never been but now as every region wants to Bring semiconductors to their region. They want to have or Participate in the fact that you have to have semiconductors to have a future no matter what economy It's no longer compute and consumer. It's an automotive. It's an industrial. It's everywhere So if you want to participate in the oil of the next era Then you want to have semiconductors. So you have to attract somebody What does a semiconductor company need in order to come to a region? Well, when it's manufacturing involved, it needs infrastructure. It needs electricity stable cost-effective and it needs water Okay, you can provide that but you have to provide it of course at competitive at Competitive level the second thing you want to have political and other is societal stability but Plant this or you you you plan this factory to be there for at least two decades So you have to have a vision is stability in the region in the place Something that you will have with very high likelihood The third thing and that becomes critical more and more is Do I have Skilled workforce and talent and can I attract it to be in that region? That's very critical and that's actually something where a lot of Areas are struggling with right now in Germany It's a big talk because of Intel and then TSMC coming and and Finyan and others investing heavily Well, we're getting short on on talent and creating that talent is essential and for that You need to probably invest early in Building research facilities and making a work workplace attractive So many of all of this done Then you basically need a partner and We might be a partner to help with that We've just founded the Celian partners and working with Arjan very closely on the first ever Private equity semiconductor fund that's fully dedicated to the semiconductor industry in order to help With finding those companies and building those bridges that are necessary to bring a Company here and when you do that then I think the rest can fall in place If there is the vision and the and they I'd say entrepreneurial spirit of the leaders in that region to drive all the necessary environment so Yes, it's possible. Yes, it's a good time because there's a lot of movement in the industry and But there's also a lot of competition. So It's not not a given that That that you can bring this industry to any country in the world where it's not yet If I may since this is the world policy conference and quite frankly speaking I'm not qualified to be making any policies, but I think President Macron has a forum which is tech for good and And if you look at the positive aspects that our industry can create and Solve so many challenges in the society that we are going to be facing from climate change to food shortage to Challenges for curing cancer and health disease Are Honestly, yes, I'm the ambassador for the semiconductor industry. So I should speak good about it But I think it's incumbent to all the leaders That are gathered here to have a policy about Semiconductors because of the good that it can bring To their societies besides the economic and the sovereignty issues the value that it can bring by educating the workforce to have a Mistake in their future in in because the future more and more is being mapped by technology and by the way Semiconductors are changing different applications from agri-food to life sciences handle very well mentioned I Think between Genomics and proteomics we are getting a complete map of the human body and Honestly without semiconductors that would have never been possible So I think it's incumbent to all the leaders to think and craft a policy that is holistic for innovation and semiconductors and not too many People in venture and financing are as versed in Semiconductors as the two of you So I'm glad that we are loaning some of our talent to the finance industry to help Thanks max. I think it's it's a very good transitions to maybe open the door for questions in the forum I would like to stop here a little bit and see if if you have questions that we could then take on Good morning Stan Cosimo Capgemini yesterday. We heard about China and Taiwan This morning we heard that TSMC is an important player in this industry. So two questions What would be the potential? Consequences on your industry on this industry should China take control of Taiwan number one and number two What is being done to anticipate? Number two is I didn't hear number two either number two is what is being done to anticipate that potential scenario Okay So we want to start and you want to stop the did you get the question? Sure? Thank you. I hear the question The reality is But if something negative happens to supply chain from Taiwan the consequences are dramatic and drastic and The reason is that if you look at the advanced technologies TSMC has 90% of the market And yeah, we do have attempts right now by Intel by Samsung to build capacity But if you look at the total capacity of TSMC in Five nanometers and below is 300,000 waifers a month 300,000 waifers a month so chips act will not solve that problem the Activities in Europe frankly will not solve that problem So there's really nothing Significant being done today if there is drastic reduction in the supply chain from Taiwan in the next three to five years and That's that's a problem and we think that the cost of addressing that can be up to 200 billion dollars But again, we think it's important To prevent it from happening Which requires diplomacy and we do see lack of diplomacy in many areas at the present time unfortunately So since this is a world policy council Maybe there you have some smart people that can actually address this problem and provide diplomatic solutions because there really no Solid economic solutions in place at the present time. Yeah, I think I want to answer that question Leading edge what's so-called leading edge technology About 15 years ago. There was 10 plus companies who were competing for who is the first on leading edge? and The semi-technology develops in so-called nodes it takes steps and every step of the way Two to three of the companies fell off the wagon They weren't able to keep up with the speed of development in the semiconductor industry and that has led to the point where now it is Three or some say two and a half. I don't care three companies left that are really fighting for leading edge and TSMC is clearly leading the pack Why do I say that if somebody would have wanted to prevent the current situation? Somebody would have needed to step in 20 years ago at least 20 years ago We haven't done that and that's why we are where we are now a lot of things are done Probably the most effective one is bringing TSMC's capability into several other places Several things are done, but it takes years three to five at least To be somewhat less somewhat less dependent on the currency as compared to the current situation so that's just a matter of the fact and and we can all we can do is is Do whatever we can to really Grow our independence or become less dependent from the current situation and a lot of efforts are done and I agree with I wouldn't probably Formulated as drastically as handle does As to the chips acts are not gonna cut it, but they will be a contribution But they will not be sufficient there needs it a lot needs a lot more than that to really grow that independence or come You can can formulate it more positively to to strengthen the capability of the rest of the world in comparison to what isn't I want By two cents first of all, I encourage you to believe in the good of people I am a naturally optimistic person even though a bad news sells better commercials, I Hope you can focus on the good Yes, if you're going to scenario plan and scenario for the worst-case scenario If there is a disruption in supply from Taiwan on the most advanced nodes Considering that the most advanced node production in Taiwan sums up to a 80 plus percent Yes, we will have globally a problem that said I agree with Helmut the chips acts Intention is to remedy that and Let's hope that that's a remote possibility that the chips act just remedy that Furthermore you have to realize how did we get here Semiconductor industry was maximizing cost for the last For the years and as a result you wake up in the United States I live in San Francisco the birthplace of Integrated circuit and we found ourselves with absolutely zero manufacturing in California Well, it was because we wanted to optimize for cost today The optimization needs to be based on other factors and the industry with veterans like you guys are way working on reshifting it without truly sacrificing the cost and The benefits that it's brought with it. So we are working in the industry very diligently I just came from handle alive in Honolulu two days ago in in a conference of CEOs We are as an industry focused on making sure we plan for the worst-case scenario But we are also conscious that some of the geopolitical tensions are outside our control Thank you Maybe there is another questions in the middle. Yeah, good morning. Jean-Pierre Cabistin from Hong Kong Baptist University I have a question to well the whole panel may maybe more to handle Do you think the restrictions introduced by the Biden administration in terms of semiconductors Transfer to China will help the US to keep an edge over China That's my first question. The second part of the question is about the EU or European manufacturers or designers of semiconductors how much Europe can stay away or stay outside of these these restrictions and what the US doing to You know prevent China from catching up And then do you start? Thank you for the question. I think the US chips act is Has some positives. It basically does now recognize the importance of semiconductors The amount of funding for manufacturing is like 39 billion There are 500 applicants or four for funding So I think is really good that the that the leaders understand the importance semiconductors We see the same thing in Europe basically again and understanding of the importance of semiconductors What China is doing is accelerating development of mature technologies and Trying to do what companies do in advanced technologies in more mature technologies an example is the mid-60 of Huawei which was done pretty much with Full China technology in seven nanometers Apple right now is a three nanometers. So two or three generations behind So China is putting big emphasis into trying to be as self-sufficient as possible And we think of the next three or four years. That's going to work longer term though There will be problems So I think it's really good that the world really understands the importance of semiconductors and What we do see in Europe and we actually do work with some European companies We do see a high level of innovation I mean right now ST Micro is the leader in silicon carbide and This is for autonomous vehicles and they're actually a leader by a significant amount I mean the difference between number two and number one is pretty big Maybe in Phineon might dispute that but again, that's our opinion but Europe is also very strong as I said in sensors and Sensors are really important in terms of applications So I think it's really very good that we are getting this Political attention But the cost though of participating in advanced technologies are so high an example for you is that to put in capacity Of 50,000 wafers a month in two nanometers cost 30 billion dollars But 28 nanometers ten years ago. It was three billion dollars 10x so the cost of participation is going up The rewards though also go up because of course you get big revenue So I'm very positive in the fact that we are recognizing the problems and there are specialty areas that Do not do not require advanced technologies That basically have very high growth in addition to silicon carbide we see gallium nitride having high growth Basically the the sensors as I mentioned of high growth potential so Yeah, I think the The recognition and I agree, you know, we should have looked at this problem 20 years ago But we are looking at it now and hopefully we can we can not have significant Political supply chain disruptions because frankly if there is disruption from Taiwan It's gonna be bad for China as well as for the US and also for Europe. So it's gonna be better globally. So hopefully same Mines will not result in catastrophe But again, I think when when you plan certain things you have to look at different options the optimistic realistic pessimistic and very pessimistic So again, hopefully we won't have catastrophe, but again, I think as Helmut said we should have planned this 10 years ago or maybe 20 years ago, but we are now doing things and so maybe in the future. We'll be in better shape Thank you. Maybe the last questions. Yes the last question Yes, we are talking about a semiconductor, but where are we with a superconductor? Are we still very powerful or Almost Well, first of all as as as it was mentioned before This industry has been it should get the Nobel Prize for genius Inventions over the last four years. So we are diligently working on new materials I was with the CEO of Intel two weeks ago and he was not joking saying That we are using only one third of periodic table. We have still have two-thirds to go And and and we will definitely go there I think supercomputers Goes as Francois is working on it is quantum computing platform Right now the latest and the greatest is about a hundred qubits That is being produced but quite honestly speaking, I think Francois Team is counting on 50 to a hundred qubits and and sandbox is one of the best out there We are working as an industry to bring supercomputers because Right now what sandbox is doing on drug discovery What would have taken a number of years? It's being done in less than Four hours with that number of qubits. So the industry is making humongous progress But what is needed for the progress is to have an environment that innovation can happen and the geopolitics Is only getting in the middle of it? Creating redundancies across the globe getting in the middle of it not being able to collaborate With the best minds gets in the middle of it, but as an industry since I'm an optimist. I would say Stay tuned to this channel Yeah, and maybe as a quick conclusion, I mean I think that you will understand that This industry is really supporting the next 20 30 40 years in terms of applications that will be around us and we have all these Verticals that are really supporting by semiconductors and Clearly innovation is at the bottom of it Innovation brings leadership and There is a new Parameters today. I mean this leadership is also equivalent to sovereignty So if you want to play even in the policy world, I mean, it's very important now to be very very active in To this industry there is room. Okay, there is room because the this industry is now as we said Transforming itself we are moving from globalizations to regionalization and we believe that The Gulf region has a big big place to take on this race. So that's the end of it Thank you very much for attending this Thank you under


Yo, no, no, tell him what your weapon is.  Well, me knife, don't get stabbed in the neck. That's a white collar crime. No! Nuts, y'all out y'all mind? The only time white boys were in the class with candies, it's Collin Bond! Back, this is Don't Flop, April Fools, the fifth annual April Fools. We are here for one of the final battles of the day. Please make some noise, everybody. Let's go! I'm producing two MCs, but for this very, very special concept battle, I'm only introducing one, and the one MC world renowned freestyle legend, the champion of them all. We've got Petro, it makes you laugh.  Make sure you check them if you haven't watched their mirror match. They're so, so good, man.  Right about now, we have one unlimited round. No further ado, Petro. Let yourself know about yourself, let's go. But, listen. Yo, yo, yo, yo. I climb max quicker when I wank looking into this iPad mirror. Oh, yo, listen.    In the bank, she walked. In the park. I wiped you off thousands of times. I laughed when you went to Penin 2009.  You're out or you're mine. I was with you when you went happy slapping man with fake tan.  Oh, yo, yo, yo. I was with you in the train yard, graphing with a spray can. I was there when you robbed that chick, moving like a waste man.  Every ute's in a leather bag. I got twos on every ute that you've ever had. I wash you in the bath. I'll be coaching at your yard. I put my feet up on the couch while I'm boning on the grass. Your mum buys me birthday cake with money in the car.  Yo, very sick with the metaphors.   Man'll get moved like teleports.  It's mum joke time. Your mum spits rap but she jumped on ground. I'll be a PS3 console twice and she's running for a list of unsold crimes. Yo, yo, yo. I've got this blood. I've got this cuss. Yo, yo, yo. Told you it.  Like I'm clubber lang. Holding this ain't the only time he touched a pad. Anyway, anyway, you needed to prepare it.  Yo, I've got this, I've got this. Leather bag. Leather bag? This fella's whack. I need a stella bag. I need to get your stella bag. But listen, no. Time, mirror. Sight.  You ain't got that real mirror shine.  That's not a real mirror. Right, boss. I'll be shotting from your mum's yard. I'll be running in and out. I'm like Bishop Baganti.  I'm the greatest of them. Oh. Fun doing the hit and run. I had the mirror match and the mirror won. It's my only official confirmed loss. Yo. Yo.  She get murked off when I... Burn, son. Yo. Right. They're the end of my bars, by the way. So it's a free-starting now. I've been in it so far for bars and I forgot. Right. You are handsome as wha. Yo, yo. You're very good looking. I like your beard fam. I see you with that chick when you spiked a beer can. Ear span. All the chicks in here like the cheer man. I'm not surprised. I bust a ram like I'm bust a ram. Then I caught a guy with a butterfly butter knife. Like I said to this guy. Right, Pedro.     You should get slapped up, then. Slap, Pedro. Pussy, Clark.  Right.  Four beers getting licked quick.  Time, you know. Time, time, time. Five joke time. Your mum's got a tattoo of the umbral saying.


Asalaamu alaikum brothers and sisters welcome to another episode of the open minded thinker show a very sad news and also a hot bit news here this lovely day obviously yesterday I was scrolling on the internet and I saw a video of a young man he drove to a place where Muslims were actually doing their dower on the street so there's a signpost there called the subway I'm going to be showing you the video pretty soon for you to see things yourself I know most of you may have seen it but I intend to shut this video because this guy that did this was taught a bitter lesson because obviously majority of these guys that live in the United States although say in Canada are often very much aware of the reactions of some Muslims in Muslim majority countries to people who supposedly desecrate the Quran or insult Islam or prophet Muhammad peace be upon him I am not trying to say or defend anyone who don't say like insult the prophet it's really wrong it's despicable it's against you know the principles of faith whether you'll be cruel whether you are christian or you're an atheist you've got to respect people's identity respect people's wear of life respect what they hold dear and avoid anything that would create tension that's my own stand but some of the ways some of these Muslims in Muslim majority countries react obviously to some of these problems are apparently very very sad oftentimes you see people get people burnt in a jungle justice like what happened in Nigeria where a lady who said people should start posting pictures or videos or religious things in the school what some group she was guarded and was burnt alive I think that is really a bad you know example all over the world the news went all around the world and there's no way Muslims can defend that it was it was barbaric it was against you know modernism I believe that if somebody commits a crime he or she should be subjected to a particular trial if he or she is found guilty of committing an offence then appropriate punishment should be meted out to the person but in a situation where a group of guys you know come together get someone burnt a lady for that matter you know start questioning their rationality and start questioning how smart they are and really what they call the religion so I think that's what makes some of these guys living in Canada not a part of the world you know let's try these with these Muslims living with us here and see really what is going to happen you know at the end what happened surprised me at the beginning of this video his problem wasn't about them preaching anything that's completely against the law the faith or his conviction his problem is prophet Muhammad and does really suck why is it that some of these guys hate prophet Muhammad for crying out loud but for Muhammad wasn't against anybody he he he lived alive that was fueled with grace it was the Muslims obviously that preserved some of the books or some of the civilization we're enjoying today in the west if not for the Muslims preserving classical you know christian and greek you know roman writings i don't think most of the things we have today would have been you know there because there took over turkey a place that was called Constantinople at that time unlike the christian invaders that invaded that areas earlier nothing was destroyed everything that made up the civilization today were preserved so i do not know why these guys taking on prophet Muhammad peace be upon him but let's see how it ended he was obviously talking to them and they were no they were not interested in replying him so what did he do next he desecrated the books and i think that's the Quran why he was standing very far from them there was something that happened that was coping they drink away from the holy Quran while i discourage behaviors like this i do encourage and you know congratulate some of these guys on the way they reacted he wasn't confronted they didn't fight with them they didn't exchange insult what do you think this guy that did this would be thinking now but are you sure i'm not wrong why didn't they react it might be the beginning of his own conversion it might be the beginning of his own rethink about his life because what might cause this is maybe excess drugs frustrations desperation or a combination of all of them so it's really a very good example set by these muslims they never confronted him they just cut the wine didn't drink away and then stayed really encouraged it yeah sometimes the the best way to respond is is not by you know directly confronting confronting the people who are doing this you know sometimes you have to use more subtle means of getting your message across and and bringing about change in society if if you know an incident like that happens if you handle it the wrong way it just blows out of proportion and the people become more the conversation changes people become now more interested in like the reaction than than the original action itself and then people because that's that's why that's why they do it right like that's why they burn the crime it's usually far right groups or individuals who are doing it and they have an agenda right they want you to react in a certain way yes and then the muslims comply yeah and then whatever they have done just whatever whatever message they were trying to draw attention to just becomes more overblown and and their goals are met they achieve their purpose that way so we have to be wise as muslims and recognize this to be happening so one one thing that will help us to be wise is to recognize that it is the way of God that he has created such a world in which there will be positive messages and there will be its contrary the Quran says for example in the sixth chapter referring to what was happening with the prophet Muhammad peace be upon him the opposition that he was facing and so on the Quran says thus we have placed for every prophet an enemy that comes in the form of satans from among humans and jinn kind they will inspire each other with with speeches of like decorated speeches so the the Quran is already acknowledging that god knows this is happening and he's allowing it to happen this way and it will continue to happen in this way let's live it right there ladies and gentlemen until next time assalamu alaikum


Hello, my name is Nushin Hadadi, I am a computational biologist in the University of Lausanne in Switzerland. My research concerns modeling metabolism and I am focused on microbial systems. My final goal is to harness the full metabolic capacities of these natural machineries. Well, I believe that communicating science, being convincing and engaging the audience, especially public audience, is as important as doing great science. That's why as a female scientist to contribute in my field, microbiology, I would like to improve my scientific communication skill. This competition is a great opportunity for me to practice, to get feedback from the experts, public, and ultimately to improve myself in that respect. Thank you very much.


Thank you might be your sound might be all Jack. Hello, everyone. Yeah, there we go. There we are technical difficulties week It's only week three doesn't matter welcome in to the waiver wire Q&A presented by fan duel I am JL joined this week by my good friend JJ Zacharyson. How you doing my friend? I'm good only only initial Boys in this in this stream today initial boys initial JL JJ We got to get something going with that some sort of J related stream We got Justin in the chat already saying JL is muted classic JL. Yeah on our morning show JJ I get just constantly made fun of for not meeting. Yeah, you should you should be made for I should I should Looks like we're having some issues with Facebook. I'm not sure. I'm not gonna debug that debug that while we are on the show But week three week two is in the books JJ. How did it go for you this week? Not the best. I had I had to align ups that I was ready to crush and I pivoted off of them at like noon on Sunday So I there's just a very frustrating frustrating weekend from just like strictly that perspective. I mean season long was fine It's you know, it's a long season, but you know, I think there's some some interesting story lines coming out of the week I think we learned a lot this past week, which is always big And yeah, you know, I'm ready to to answer some questions from folks watching this Absolutely, if you got some waiver wire questions throw them in the chat throw them in the chat We're gonna be here every single Tuesday 2 30 p.m. Eastern time It's either me JJ and either Simon or I will be here answering your questions all season long While you're at it make sure you hit that like button on YouTube hit that like button hit subscribe follow Fan duel on twitch tick tock all these and they have amazing talented content creators putting stuff out all the time So make sure you are tuned in locked in. We already got some questions coming in here JJ Oh, we got mr. Guy name who's saying what's up? Mr. Guy name great name love it server dude asking would you use your number one waiver priority on Garrett Wilson? I wide receivers are Mike Williams Drake London Juju Smith Schuster Chris a lot of a Traylon Burks and and Cadarius Tony Number one. We rise it worth using that for Garrett Wilson JJ So here's my my general stance number one like I'm a big Elijah Moore Guy, like I think Elijah Moore is a stud And all that so Understand that when I'm saying this Garrett Wilson He ranked the 97th percentile in my prospect model Anything over the 95th percentile is usually a very very good sign Only only Crystal Ave and Drake London ranked ahead of Garrett Wilson in that model entering Entering the league for them Here's my my general stance so given given that I love Elijah Moore and knowing that I'm still saying that you should do What you can to get Garrett Wilson because very rarely do you have opportunities to get such a talent? on the waiver wire And and you know there's a chance that this is a league-winning type situation a wide receiver and even though I mean these wide receivers are fine Mike Williams Drake London I think Drake London is gonna be a wide receiver to You know from here on out for the most but you know, maybe like a mid to low end one Juju is still good I mean Crystal Ave just had a monster see a monster game from an air yards perspective last week It over 300 air yards, which is absolutely insane And then you get these stashes perfect kind of guys to stash and Traylon Burks and Cadarius Tony You know, I understand you might not absolutely have this need at wide receiver But again very rarely do we have these situations where we can add a stud like this We know the talent is there and he's going to be seeing work He's gonna leapfrog Corey Davis in terms of snaps any minute now He ran the same number of routes this past week so it doesn't really matter even from that much from that perspective and and I think that that there is a Very real chance now that we've seen him play and we were seeing this kind of come to fruition that Wilson's better than Elijah Moore, which is saying something because Elijah Moore is very very good as well Like a very very good wide receiver. These are two legitimate studs in their offense and Garrett Wilson Elijah Moore I think it's worth it Just to spend that top waiver priority I actually think that it's not a bad idea to trade for Garrett Wilson after after waivers run You might see it as a by-high moment and this might be the best week that he has all season That's very very possible But you know all the research I've done says that that rookie wide receivers and redraft leagues are generally way undervalued And they do a lot better during the second half of the season during the rookie season than they do the front half I mean you don't want to miss out on if this is a Justin Jefferson type situation I mean it's I'm not saying that that's a probable outcome here But you don't want to miss out on that whenever the alternative is you know a Jeff Wilson type You're probably gonna see week in and week out if that I mean we probably I'm gonna see a Jeff Wilson type most weeks So I think using that number one priority on Garrett Wilson is a good idea and I would also be buying Garrett Wilson right now So you mentioned the other rookie wide receivers You don't you don't want Garrett Wilson to be that you don't want to get left behind Essentially if Garrett Wilson does pop off is he even though it might not be the most likely outcome is he in that top range of outcomes of Regarding like the other rookie wide receivers in terms of breaking out here like the from this class you mean yeah from this class I still I mean I I think Drake London is is the guy that you should prioritize over Garrett Wilson right now I got London has shown us already through two games that he's probably a stud and you know He looked better in my prospect model than than Garrett Wilson did So I think going that direction makes more sense But I do think that Wilson has to be the two right now and then Chris a lot of a probably the three And don't sleep on a lot of a either a lot of a my 15 transactions podcast that I do each week A lava it was a buy after what we saw this past week in a 32 and a half percent target share He had 13 targets. He had all these deep targets. He's leading the NFL in area arts per game I mean he's gonna pop off eventually. It's gonna connect So I do think that he's a buy but I also think that Garrett Wilson's a buy you should be buying into rookie wide receivers Yeah, no I'm with you 100% mr. Guy name asking need a QB after losing Trey Lance Yes, Trey Lance went down broken ankle and the I believe the second drive of this game this past week very sad very disappointing Eat mr. Guy name needs to pick someone up to a to a tongue of a loa Marcus Mariota or Jared golf, which of these three guys are you prioritizing to pick up? Yeah, look, you know I think this week. I like golf the most against Minnesota I was just doing my quarterback rankings before we hopped on so I do have got ahead of the other two because two It doesn't get Buffalo, but I think to even against Buffalo can be fine I mean he's got the weapons that gave us a high over under He should be fine I think two of these three has the best season long upside So, you know, you might take a slight hit this week, but from a projection standpoint It's not like golf and to a the projection is like that far off Even if they're like four or five spots different in terms of ranking this week So I would pick up to it because I think it's season-long outlook is the most favorable there Yeah, I fully agree with that to a really stands out amongst the other guys I would put Mariota and golf more in like a tier together to a to me stands out above those guys And we got a couple questions in here from about Jordan Mason So let's stick with one thoughts on Jordan Mason this week with Tyrion Davis price being out with a high ankle sprain Yeah, look, I mean like the thing is everyone sees this as like Oh, it's only Jeff Wilson, then he has to leapfrog in order to see a lot of it's also Debo Samuel like that That's a huge problem. Like I I don't think that that adding Jordan Mason is this like terrible idea But the chance that Jordan Mason like is this like legit league winner, you know plug-and-play RB to I mean Even Elijah I said this last week with Simon like even Elijah Mitchell wasn't gonna be more than an RB to this year more than likely I mean it just right, you know, this offense isn't really set up for that I do think that they're in a little bit better of a spot with Jimmy Garoppolo then with Trey Lance because Trey Lance would look would steal some of those looks at the goal line You know, the the target share for the running backs might not be as high with a guy like Trey Lance versus Garoppolo Mason's fine as a speculative ad You know, I just I think that Jeff Wilson truly is the now the now RB one and then Jordan Mason would be the RB to yes But Debo's there and Elijah Mitchell is gonna be back eventually So this isn't even like a season-long thing. So sure if you have a deep amount deep enough roster What have you you can add Jordan Mason? I would not be spending a significant amount of Bob Yeah, like the past to relevancy are pretty slim grand. Yeah, it sounds like yeah Yeah Yeah, and then when Shanahan was using a guy even dealing with all these injuries last few years He really did focus on this one guy mainly at least for fantasy purposes like he wasn't really, you know Spreading the ball around so it makes a ton of sense We got scraven here saying would y'all trade waddle for Camara and feelin so Jalen waddle wide receiver for the Miami Dolphins for Camara and feelin we think about a trade JJ I'd probably do it. Yeah, I mean I think I have Camara straight up ranked higher than waddle right now my rest of season rankings It's not that I don't like waddle. It's just that you're clearly selling waddle off of you know argue But probably means best season. Yeah, so I mean look there's definitely downside with Alvin Camara right now I mean, we don't know what this injury how long it's gonna be there with them We don't know what his workload is really gonna look like when he's healthy and in this offense and all of that But you know, we have a lot of evidence that he's a pretty good fantasy asset And in most four-match running backs are gonna get The edge having an elite running back is gonna give you a little bit better of an edge and having an elite wide receiver So I would take that side. You're getting feelin too. I mean, there's a Like I think waddle for Camara straight up is not a bad trade. So you're getting feelin so I'd take the two Yeah, I mean just looking at where you drafted these guys That's what you're getting a ton of trap value, right? You probably drafted Camara in the second round waddle in like the third or fourth round and then feelin about seventh Eighth round. So definitely definitely good value on a quick turnaround But I would make this trade depending on team context. So if you're 0 and 2 And you're starting off your your season 0 and 2 I'm probably not gonna take this trade because there's just a little too much risk with Camara and feelin seeing how feelin Settles into that that new offense that he's in and and Camara, you know Obviously as the injury risk the off-the-field issues and illegal issues. So I've definitely risked but I Otherwise like in a vacuum, I think I'll take the value the Camara and feelin value. I'm with you Rg asks so this is similar to our last question with trailance being out and Tua talking about Tua Are you picking up Tua and starting him every week versus streaming a quarterback every week based off matchups JJ? I think what I would do is assume that I'm going week by week But I would try to get a player who I think has the most season-long upside Which I who I could plug-and-play and that would be too I don't think you know in situations like this because I get you know We get asked this like all the time where it's like I need to find this plug-and-play court You don't need to do that like you like I'm not saying go stream I'm saying that you can balance this notion of playing a quarterback in a decent enough matchup Maybe take a slight hit like I said earlier I do have golf ahead of Tua right now that might even change You know as the week goes on and I study this stuff more but you know Even if there's a slight hit in terms of projection in terms of ranking or whatever for this one singular week Tua absolutely has more upside season long So if you want to add Tua this week And play him over someone like golf over some of these other guys that might be on your waiver wire that are ranked higher Than Tua because this matchup If you want to if you want to still get to I think it's totally fine So of the guys on your waiver wire This goes for probably anyone listening this of the reasonable players that are sitting on your waiver wire Tua Is probably the one that would be out there that has the most upside of being a true plug-and-play quarterback, right? Yeah, that's that's probably on your waiver wires, right at this point, right? Totally fair. We've got a good one here. This has been a hot topic on our morning show I'm curious to hear your thoughts. Are you buying into Logan Thomas? It's Logan Thomas. Is he a value right now? She's someone you should be buying into Michael asks do you like his peripherals in that offense or would you prefer someone like Gerald Everett on the Chargers offense? Yeah, I mean the thing with Logan Thomas is he's probably at best going to be the number four option in the in the Washington offense and I Think the Washington offense in general is a little bit inflated Given the fact that they played Jacksonville Detroit to start the season two teams that you know Teams should be able to beat offensively this year So, you know, Logan Thomas still only has a 13% target share in the offense You know, I think he's a higher-end streamer for sure But Gerald Everett I think is it could end up being this year's late-round tight end Like he could be the dude that you are plugging and playing right now I mean like this past week. I had him ranked as a top ten tight end against Kansas City And so, you know, I think we're gonna continue to probably see that I would much rather have Gerald Everett than Logan Thomas right now I think I would too I think I went to Coop who's my co-host on that morning show has been talking up Logan Thomas and all the all the underlying usage stats I just think there's a lot of mouths to feed there. I think it's gonna be a little his upsides Gonna be limited compared to someone like Everett Yeah RG askin have waddle and Amon Ross St. Brown thoughts on stacking with Jared golf or Tua So I guess of these two JJ, which which would you rather stack? Is that too obvious of an answer? Yeah, I mean like like again I would say that that so number one I have Amon Ross St. Brown ranked ahead of waddle rest of season moving forward. I think Amon Ross is a stud He could be this year's Cooper Cup if we're looking at just like guys who you know You got knows like running back dead zone Maybe a little bit later kind of area the draft who could really exceed expectation and then again I like golf more than Tua this week in particular So I guess that would be who I would stack if that's what the stacking Yeah, that makes sense Jonathan asking I have Herbert and and do you guys think you'll be ready to go this week Or if not what QB? Do you think they should get so if if do you think Herbert's gonna play this week JJ? and if not Who are you gonna be trying to target on the waiver wire apartment? You know, maybe it's already who you already said Tua and these other guys on the waiver But how do you feel about Herbert this week? I think I mean it sounds like it's a pain management thing for Herbert So hopefully he does end up going it depends on how the week progresses. We don't know I mean you you right now Jonathan have just as much of an idea as we do With whether or not he's gonna go I would lean yes because there hasn't been any like negativity around it But so I would I would expect Herbert to go But if you need an alternative this week from like a streaming perspective Jared Goff I think is a great Option against Minnesota if you want to dig a little bit deeper on all mine Marcus Mariota against Seattle either just given the fact that he's You know seeing so many I mean he's third in the NFL in rushing yards right now quarterback position Yeah, yeah, he's gonna be great if he does play Sean asking is if you should you use the waiver claim number one spot for Brian Robinson an elite Are you using it for Brian Robinson? I think I think Robinson's a good like speculative ad right now, but I would not use my my top claim on him if You know, especially if it's if it doesn't reset each week. I mean if you if it resets each week That's a little bit different. I don't know who's on your waiver wire I I do think you know, I do think that Antonio Gibson is a sell right now and it's not just because of Brian Robinson, it's because of The the opponents they've faced the game scripts. They've seen and when they've hit negative game scripts We like with this past week. We saw JD McKissick steal a lot of work through the air So I do think that Gibson's a sell and I do think that Robinson should be added But do I think that he should be added over a Garrett Wilson? Do I think that he should be? You know the number one claim now I would still much rather have a guy like Garrett Wilson than then Brian Robinson this year Are there any top names that are similar to Garrett Wilson that you're targeting this week? I? Think Wilson's like the clear cut. I know my rest of season rankings is probably easier that way But I think Wilson is the the clear cut Kind of go to like right now I have Garrett Wilson Basically back-to-back in my rest of season rankings to DK Metcalf and I know that sounds crazy But it's like I mean Metcalf clearly there's an issue with the the offense in the situation and Gino Smith The opposite thing is happening You've been ascending talent and Garrett Wilson like I think that that's the kind of flip that you can make and That's like sort of where we're at We're at like you know in that low end wide receiver 3 mid wide receiver 3 but during the second half of the season I would expect him to get even better. I mean, it's just the way that this generally goes So right you know for rookie wide receivers So again like I think that the way people are viewing Garrett Wilson is not it's not like strong enough like people need to Need to really look at Wilson as a potential potential down the stretch wide receiver 2 and fantasy Yeah, no, I'm with you. I'm super excited for Garrett Wilson Honestly, this Jets offense just if the or the just Jets team feels like they're they've taken a step up in the off season And I know that like they've kind of had some issues early on in this season But it feels like a lot of acid with injury you think the Jets might take a step up from you know neck going into next season Oh, I mean, hopefully they hopefully Zach Wilson is able to come back and like be be strong and be solid I know flacco. I mean they've thrown the most passes in the league so far this year Actually, they've thrown I looked at it today. They've thrown 3.7 times the number of passes this year as the Bears have it's a Wow, they're at 104 pass attempts to the Bears 28 so far this year So they've thrown the most they've thrown the most past attempts because they're gonna be in these negative game scripts That's really really good for these these pass catchers Absolutely, we got a side claw in here saying do we need to be in YouTube chat to submit questions? Absolutely not absolutely not hopefully this proves it to you because you there you are Jim Halpert right up on our screen We're taking questions Facebook, Twitch, YouTube That's where we are streaming right now throwing your waiver wire your week three waiver wire questions Who would do our best to get to it real quick JJ Chris is a question for us Who's better kickball player CD Carter Denny Carter or Evan Silva kickball player? I would assume I mean Silva's probably got a boot man I would assume so have you played kickball with these guys I never played with either of them So I have no idea he's more of a golfer. I feel like he's more of like an upper-body type of guy Yeah, I mean Silva Silva would probably slay in some some kickball. Yeah, I take silver. Sorry Denny Joseph asked him better to add Eno Benjamin and Jordan Mason. We already touched on Jordan Mason But we have not touched on Eno Benjamin. I see another question here about Arizona backups JJ is Eno the the backup you are targeting on the Arizona Cardinals So here's the thing so James Connor has this ankle injury It sounds like the ankle injury is not that severe that serious. Maybe he misses this week I have no idea, but it sounds they sound optimistic at least, right? I didn't have either of the Cardinals running backs No Cardinals running back in my 15 transactions podcast today and the reason for that is they use a lot of Daryl Williams's past week And I would expect honestly I would probably lean Williams as like the true like handcuff to James Connor if you will like I think he's gonna see more of the early-down work with you know Benjamin sprinkled in as playing that Chase Edmunds role that they established when Chase Edmunds was in Arizona So I you know, I'm I'm not really that optimistic that even if James Connor were to miss that one person would Take on a huge workload in that backfield. So that's why I just didn't recommend adding either of them because I just don't think it's worth it Yeah, no, that makes a ton of sense And I'm with you I'm with you. I'm not adding out of these guys You got Nick in here asking is JJ a buy right now JJ I think you'd have to recuse yourself from this, but I'll say absolutely. Yeah, either that or I don't know if you Talk about Justin Jefferson, but it could be Justin Jefferson. That makes way more sense. I'm I'm a sell Justin Jefferson is always a buy. Yes. That's the Jefferson always a buy Yeah, I feel like if you're if the question is is Justin Jefferson a buy right now. The answer is always yes Yes, doesn't matter. There's no too high drops of Darius Slay though. He crushed it last night. He did He had a really good game. I love how he ran up and gave a hard in the that ball the interception ball. Did you see that? Yeah, yeah, that's awesome Francis and you're asking Kyle Phillips or Jacobi Myers half PPR rest of season. I'd have to drop Phillips for Jacobi What do you think here JJ? I mean, I mean here's the honest answer is that you hope that Kyle Phillips ends up being Jacobi Myers, right? Like like Phillips saw great like I love Phillips He was one of my favorite like low-key prospects in this class talked about him a lot before the draft And and he's in it. He's just not in the best spot imaginable. They'll the Titans will run a lot of too wide You know, he's a slot guy purely a slot guy, you know, he had a good target share in week one Yes, but the Titans aren't going to be a past heavy team. They don't want to be that way neither neither is New England But Jacobi Myers is already seeing consistently that high target share and that's extended from previous seasons We have a very large sample of Jacobi Myers being able to do that I'm gonna lean Myers here because I think Myers is basically what you would want Kyle Phillips to build into and be that like Super super solid and PPR wide receiver three or four Right. I was just looking at Jacobi Myers. We talked about him this morning. He's got a 29.7% target share in that offense currently You think that holds up? Probably not that high, but I wouldn't be surprised at all if he finishes the season with like a 25% share I think it's very possible. Yeah. I mean in that offense, you know, this Nelson Aguilore, John New Smith It's not not really the toughest competition. Yeah I'm saying that as a as someone who just get wrecked by any of these guys doing anything athletic. Yeah We got Turpin here Turpin Andrew asking is Mooney anything beyond a bench and borderline drop and 12 team half PPR So this brings up a good point Darnell Mooney JJ. Are you what are you doing with him? Is there brighter days ahead? Here's the problem is that they've only thrown the ball 28 times and Darnell Mooney, you know, Last week he was he was great last year But part of that was because he was seeing such an absurdly high target share in the offense, right? So he was inching closer and closer to a 30% target share last year this year He's only at 18% and I know that it's a small sample size But we're also working with a new coaching staff and a new offense and that's that's a little bit frightening It's a little bit scary. So I do think that Mooney right now. You cannot you absolutely cannot trust him I would put him on my bench. I wouldn't be trading for me there I don't I don't really think it's worth like trying to buy a low at this point because I I Am just worried about this Chicago Bears offense It's almost like it's almost like drafting a 25 year old rookie wide receiver in the third round to fix your wide receiver Problems was a terrible idea. Yeah, who could have thunk? Yeah, what a thunk? I'm with you. I think I brought very similar points this morning about this I don't have a ton of confidence in the office will be able to move So for Mooney, especially where a lot of people drafted them was, you know, probably not gonna return that value But we will see Try and hit some of these quicks. We are we are quickly coming up on it here JJ Tanyan or Dawson Knox assume this week I haven't looked at this week yet I would assume it's probably going to be Dawson Knox over Tanya and you get a higher scoring offense I'm not very bullish on the the Packers bucking ears game Which is crazy because of the quarterbacks that are playing but you have Mike Evans out this week suspended I mean the over-under in that game is like 41 at this point. It's really really low. Yeah So I would probably just lean Dawson Knox and just cross your fingers that you can find the end zone That makes sense Paul in here saying Derek Henry hold or look to dump. What are you worried at all with Derek Henry's usage? I mean, I was worried about him entering the season to be honest. I mean, it's a bad offensive line They don't use him in hurry-up mode on third downs. They used on trail Hilliard there So, yeah, I mean it depends on what you could get for him you know, I still think he's like a Low end RB one high end RB two, but he's certainly not in that like, you know higher end RB one range Which a lot of people drafted him as this year. Do you think it shifts him? Maybe it's closer to what we've seen before. It's not fully there Yeah, I mean like like they're gonna see better game scripts, especially than what they saw against Buffalo Like like there's some games like like we got a just as like fantasy managers There's going to be games where you just gotta throw it out Like you you because the Titans aren't gonna play Buffalo each week Buffalo is the most complete team in football And they've they can stop the run really well They can do anything really well And so it's not shocking that they weren't able to do much offensively against a team like that But now they get Vegas this week I don't I don't think I mean Derek Henry is probably to be in a very good play this week So I guess thinking this through a little bit more dumping him now is probably not the best idea I would probably risk it see if he can have a big blow-up Derek Henry game this week and then kind of go from there Yeah, you're realizing that that loss right as soon as you you trade him away, right? Right now it's you drafted him probably in the first round Not maybe the second round if you if you were lucky enough for him to fall and so man I don't know what you're gonna get for him. I'll say this though I think I put this in my rest of season rankings too, but I would rather yeah I do I would rather have Leonard for net than Derek Henry rest of season if you like a general idea of sort of Where I'm at with it there they're in there like a couple spots away in rest of season rankings But yeah, like Leonard for net seen amazing usage and he sees past catching work and and passing down work Whereas Derek Henry doesn't the offense. I feel more bullish about that one getting better than the Titans offense getting better Yeah, so like I would I would rather go the Leonard Ford So what you could do if you want to you could all because you'd be buying Leonard for net low as well You could package up Derek Henry to get Leonard for net plus right now because of the way that people that would be really nice Yeah, yeah, yeah add value on top of that which you've you mentioned your rest of season rankings By the way, if you are not already make sure you are going and checking out JJ site late round calm It is a fantastic resources. His podcast is amazing. Got discord rankings I'm in there so you can hang with me make sure you find it fantastic resource And then you get to see those rest of season rankings instead of just having to hear it secondhand through JJ. That's right Jacob and you're asking how about Jerrick McKinnon as an ad yet and jerk Kenan He's clearly the number two in that offense. I do think that if CEH goes down He's probably the most intriguing back that they have over Isaiah Pacheco So, yeah, I mean if you have the space to have sort of like a a handcuff back there I think McKinnon's fine as Pacheco is are you you still holding that hope for Pacheco this year? I mean, I think he's fine I his I mean his cost got really inflated in redraft like it just got out of control for a seventh round pick And then in dynasty, you know, I'm hoping long term that that he'll he'll be able to to be something and do something He has this the the skill set at least But see each looks good to start the year Jerick McKinnon's works in this offense We saw that in the playoffs last year So I'm not really that surprised by how things have gone down and we have to remember I mean Pacheco outplayed and he's he's playing ahead of Ronald Jones right now because Ronald Jones has been a healthy scratch Yeah, yeah, I just dropped Ronald Jones in one of my leagues. It was like good riddance, man The dude has just tormented me in dynasty him and Rashad Benny We were wrapping up here. We got another minute or two. Let's let's hit one more of these JJ I want to hit this one because this one is is close to my heart. What are you doing with Najee? What are you doing with Najee Harris? Are you if you have Najee Harris? Are you trying to replace him or are you just holding him and waiting and seeing? Yeah, I mean it depends on what you can do I mean if you can get Leonard for net for Najee like that kind of running back And I don't like doing same position for same position trades very often because there's a loser in that trade You're just playing musical chairs. But like like I do think that Leonard for net You know, is it a better spot rest of season? I mean that it's like the same exact usage in a better offense like period Like it's I don't know why you would prefer Najee over Leonard for net at this point when we're seeing Leonard for nets workload be exactly, you know the question mark with for net entering the season was is Rashad white Maybe gonna see a little bit more. Well, he's not. I mean, we're seeing that Leonard for net is indeed the bell cow That Steelers offense is a mess arguably the worst offensive line in the league. I just I haven't been high on Najee I wasn't high on him in the offseason wasn't high I mean, I'm just you know, he's a sell before week one and the 15 transactions column and podcast So like like I'm I'm not saying this to pat myself in the back I'm just saying that I I clearly clearly I don't want to buy Najee Harris So yeah of the other running backs, you know, I look at my rest of season rankings You can go wide receiver too. I mean you can get like a Debo type or a Tyree type whatever But like I would go Nick Chubb. I would actually go Aaron Jones Alvin Camara I would go Leonard for net all of those guys over Najee Harris that I just think the situation there in Pittsburgh is just horrific Yeah, I'm with them as sad as it makes me sound as sad as it makes me I'm with you. We got a we got a temper our expectations JJ. This is a ton of fun I appreciate you hopping on here answering all these waiver questions. This is a blast Of course, man. Yeah, it's always always a good time Appreciate everyone for for hopping on and you can you can check out all my stuff over on like you said late round calm They eat round calm make sure you check it out. Check out the patreon I'm telling you really good resources is draft guide prospect guide all fantastic We are gonna be back here next Tuesday 2 30 p.m. Eastern time answering all your questions in the meantime You can find JJ at at late round QB find me at FYF John Luke And make sure that you are subscribed to FanDuel subscribe to FanDuel on YouTube tons of great content fantasy football and beyond Constantly putting out tick tock go follow them twitch go follow Twitter go follow FanDuel You'll see him on your TV all the time promise you you won't regret it. All right JJ. You ready to get out here? Let's do it. All right. See bro


T. F. N. N. Deadline news update. Hi, everyone, Basel Chapman on this 15th day of July mid-month, and we've got a really exciting month up until now, so that bi-signal to bi-mode generation on the 3rd of June at 24,701 low is now over two and a half thousand points higher. And this is in leg D in the Chapman-Wade methodology. This is where you start to expect some kind of resistance to take place. That move on Friday, especially the very last part of the session, spiraling right into not just the 27,000, but the 27,300, was really important. It does a couple of things. It throws the whole idea of this Chapman-Wade inside track repellent zone, turns it now to at least the shorter term support zone between 27,020 to the 26,875 area. You can see the weekly chart. There's a leg E nicely above the peak D. MACD is good. Stochastic now at 95%. That is really strong. And look at this monthly chart. Nine months from the January high of 26,016 down to 23,344. A few months later, then boom, to a slightly new high in October, 26,951. And then whoosh, down to the 21,712 December low. And now we're sitting today at an all-time high, as we speak, 27,307. The high today was 27,364. And it's testing the inside track Chapman-Wade resistance, the repellent line, right there. I'd be asked about this wedge. I'll talk about it in my show coming up straight after this. I'm the host of the Tiger Technicians Hour coming up at 1205. And the other thing we're looking at here is that for subscribers to my opening call, we have been long and we're going to try to stay long since the low of June the 3rd. Now, this is the issue. The S&P is lagging. It was lagging Friday. It's lagging a little bit today. It's down 3.53. But it made an all-time high. 3,010 today went to 3,017.80. If I do this, I'll talk about this as well in my show. Look right here between 3020 and 3027. You've got a lot of resistance. This is automated Chapman-Wade resistance. So we'll be talking about that. We're talking about gold, which is holding it quite nicely after a really good move. But it's really stuck in the sideways trading band. And the dollar is the same thing. The dollar is trading. It's a gold with down a fraction, dollars up a little. I'll talk about that more in my show. The Tiger Technicians Hour coming up within another couple of minutes. Of course, we've got program all day. Stay tuned to TFN and I'll be back in a few minutes.