$Taiwan Semiconductor (TSM.US)$ this is institutions shortin...

$Taiwan Semiconductor (TSM.US)$ this is institutions shorting the entire sector because last quarter if you listen to the conference call they freaking knocked the cover off the ball so since Trump won the whole sector has been shorted and the reason is nobody knows what sanctions will be imposed what limitations will these companies be subjected to who they can sell to. I can guarantee you that the extent of the sell-off is bullshit because these are algorithmic trading programs that are killing these stocks and the minute Trump comes out with a statement saying oh I met with Jensen which we're talking next after Thursday cuz earnings are Wednesday that's when I think the market's going to begin to generate some level of calmness that assumes that Nvidia doesn't fuck things up for us. with the sell-offs are asinine because as a group these companies are going at 30 to 40% annually you have these industrial companies that are growing at 5% 4% that are going through the roof there's no logic for it except this is a chance for institutions to destroy value and for people to panic and sell. Taiwan Sammy one of their chips found their way into a Chinese phone and that's prohibited us prevents them from selling it's asinine it truly is it's fucking asinine because Taiwan Sammy they have two foundries they're building in other countries their revenue growth is going to accelerate next year and this dip now is going to be left at by Midway through next year people are going to kick themselves if they sold it a loss when they should have been nibbling at it and buying this and other companies or buying the basket of stocks. so don't be stupid yes it sucks when they go down but when you talk about AI these are the companies that make it fucking happen not McDonald's not home Depot not Chipotle it's the tech companies it's the foundries it's the chip companies it's the manufacturers it's the designers they are the ones in Taiwan Semi and everybody in between that are the next decade of growth and nobody else