When going long, don't chase high prices; when going short, wait a little longer.
I believe in the stock god. My approach is to buy. $Berkshire Hathaway-B (BRK.B.US)$ Instead of blindly following the trend to buy stocks. I did not chase oxy, and I definitely will not chase tsm. If you also believe in the stock market god, why not buy more brk? Besides, for Buffett, he has only invested tens of billions, a drop in the bucket.
I have always been bearish on semiconductors. I still maintain a short-term wait-and-see attitude and long-term bearishness, until the economy improves. But if the US-China relations worsen, then I am even more bearish. Taiwan Semiconductor has significant geopolitical risks, while china's policy risks are great. In comparison, byd company limited looks slightly better. $NVIDIA (NVDA.US)$ The policy risks of baidu are substantial. Compared to that, weibo is slightly better. $ASML Holding (ASML.US)$ $Advanced Micro Devices (AMD.US)$ Semiconductors are slightly better.
Speaking of idiotic politicians. Block the Chinese market? Blocking Google brought baidu. Block Facebook, brought tencent weibo tiktok. If they block apple tesla, huawei and byd will thrive. Is there a difference between taiwan semiconductor and fujifilm holdings corporation unsponsored adr? Aren't they both manufacturing for apple?![]()
In the high-tech manufacturing industry, isn't it still manufacturing? Manufacturing, it thrives in mainland china. Without China's market and manufacturing capacity, where does the prosperity of US technology come from? Haha, it's okay if the elderly have poor memory, just don't embarrass yourself.
China's taiwan semiconductor can be great. If taiwan semiconductor does not come to the mainland, when we break through the blockade technologically, mainland companies will take its place.![]()
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本人散户，闲钱投资，名字为系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐，不是投资建议。此账号为本人唯一社媒平台。
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勇敢韭韭不怕困难 : replace TSMC???
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高贵的阿德莱德 OP 勇敢韭韭不怕困难 : Moore's Law is almost at its limit, nothing is impossible![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
勇敢韭韭不怕困难 高贵的阿德莱德 OP : lithography machine, EDA, talent, patent,
There's also the most important research/zz environment.
While you are developing, others are developing as well.
高贵的阿德莱德 OP 勇敢韭韭不怕困难 : It's definitely not possible to overtake technology within ten years, unless TSMC is taken over. However, the mainland's takeover of TSMC is definitely a huge benefit to the world's chip industry. After all, China is best at turning things into cabbage prices and providing unlimited production capacity. OEM costs have been reduced, there are no bottlenecks in production capacity, and the chip industry is bound to explode