$Taiwan Semiconductor (TSM.US)$ it never ends it seems like ...
$Taiwan Semiconductor(TSM.US$ it never ends it seems like we just finished earnings the other day and now here we go again. last quarter I made it through all of the landmine Fields all of the companies that I own beat the street guided higher and now here we go again..
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35+ yrs in the trenches, raised tens of millions for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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MomentumPython1337 : tsm should beat earnings i would be extremely surprised if they didn't
it's 1 of my biggest holdings
10baggerbamm OP MomentumPython1337 : I'm very tech heavy and the past week is painful to say the least because you have monies rotating out of some of the magnificent seven some of the chip stocks that have split and it doesn't take much it's 5% sell-off and you see these broader indexes go up dramatically like the Russell ETF TNA which is you know what I mentioned last week early on two weeks ago. so now everyone's chasing you know the small caps they love them again they love the regional Banks again. but at the end of the day I stay and I says it's 9:00 in the party goes to 4:00 a.m. and the growth is in AI so money will revert back into these and we'll see hopefully big gap ups on the leading companies when they announce and guide higher going forwards
IM TRADER MomentumPython1337 : Similarly, it's also my biggest position, and watching it ebb and flow every day makes me wonder if I want to operate in a band
