TSMC
$Taiwan Semiconductor (TSM.US)$ It's not that it's decided by Trump, but he goes to take profits from TSMC because he wants results. So, knowing that profits will be taken even if they increase, the profits are expected to be below the financial estimates. Institutions will not buy from now on. They will steadily sell, and although individuals will buy when it becomes cheaper, it might become a perfect selling target for institutions. I also have TSMC in my portfolio, but if NVDA is the only option and it doesn't work out, I'm considering withdrawing.
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kankan2 : I understand that feeling! If everything sinks, they sell everything, but semiconductor-related things sink and finance, real estate, and Russell small-cap stocks are rising! If sector changes are just being made, I think there will be a return someday... but... I can't see it as a sale that is expected to cut interest rates! But if that's the case, everything should be sold... maybe it's because of SQ...