NVDA
NVIDIA
-- 135.070 TSLA
Tesla
-- 400.990 AMD
Advanced Micro Devices
-- 127.740 GOOG
Alphabet-C
-- 186.530 PLTR
Palantir
-- 70.890 
Buffett bought $4.1B TSM, will chip stocks be the next winners?
I doubt so as there is a global's demand decreased = there may even be an oversupplied... ![]()
Buffett is a long-term investors & $Taiwan Semiconductor (TSM.US)$ has a very healthy/strong financial health currently. However the China & Taiwan tension make investors to shy away from it ![]()
.
Personally, I think it may be too risky & not worth the risk.
Maybe Buffett think that it is a super undervalued company or maybe he wanna diversify his region portfolio or TSM is just the best quality chips makers so... ![]()
he think it's worth of the risk...![]()
I think chip maker companies are worth to consider if it's super undervalued ![]()
but u may need to hold for quite a long-term as I think that they may not excel in 2022 till maybe mid of the year 2023, who knows ![]()
? Having that said, I think only big companies are the better choice as small companies may get wiped out ![]()
.
DYODD before investing![]()
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Giovanni Ayala :
Milk The Cow OP Giovanni Ayala :
007Q : I wonder what Buffett knows that we don’t ?
Milk The Cow OP 007Q : I guess he see TSM as the global chip makers for many well known big companies & that's why he's so confident.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
, 10 years, too long, no way man. I can't even wait to be rich now...
Even if there is a war, it may crash but he's a long-term investors so... 5-10 years are nothing to him but... (not sure if his employees got the patient)
So do I
Venture118 : I think tis time he just has too much to squander![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")