TSMC

I have $TSM-0.2% which I was counting on a drop, but I'm holding long and the outlook for the next quarters looks promising. I don't have $PM-0.5%, I've been buying $BTI1.2% this week.

ASML is indispensable for all chipmakers, unfortunately it is not so visible on the stock. If it will level out I don't know, I guess they need to start talking about AI 😂

As others write - we don't know what will happen tomorrow, in a year, in 5 years. But the numbers are beautiful and the potential is huge. There is a risk/reward to consider here.

Are you using these jumps to sell and collect profits? I bought $TSM at $80 and now I'm up a few percent on it. I was wondering if I should sell or leave it for now, after all it's nice to take advantage of such sudden increases.

I'm holding for a $74.83 buy, but a smaller position a few %. With China I don't know and I'm spooked by the Omaha oracle. But it would be great if they branched out more into Japan or elsewhere in Asia.