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TSM241129C222500

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15min DelayTrading Nov 22 09:41 ET

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Taiwan Semiconductor Stock Discussion

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$Taiwan Semiconductor (TSM.US)$ if you put NVDA and TSM chart together you will see NVDA outperforms this by a big margin, although they are both moving in same direction

$Taiwan Semiconductor (TSM.US)$ $Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ $NVIDIA (NVDA.US)$

Trump reshapes the technology industry investment: chip stocks are abandoned, software stocks are sought after.

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$Taiwan Semiconductor (TSM.US)$ "The expanded turnover largely came in the wake of weighting adjustments by MSCI, and TSMC was the focus of selling as the stock suffered the steepest cut in its weighting on the MSCI Taiwan Index," according to Hua Nan Securities analyst Kevin Su.

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What the CHIPS Act, grants could look like under new Trump admin.

$NVIDIA (NVDA.US)$ $Intel (INTC.US)$ $Super Micro Computer (SMCI.US)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$
https://finance.yahoo.com/video/chips-act-grants-could-look-214313138.html

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$Taiwan Semiconductor (TSM.US)$ approaching previous support zone.

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Yesterday 23:07

$Taiwan Semiconductor (TSM.US)$ is 2025 the year of chips stocks destruction?

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Yesterday 22:17

$Taiwan Semiconductor (TSM.US)$ why market rise, this one drop?

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Portfolio Quick Update (3rd week Nov)

A quick update of my trading activities in this week (18 to 22 Nov).
New Positions
$Taiwan Semiconductor (TSM.US)$ , $Broadcom (AVGO.US)$ , $Johnson & Johnson (JNJ.US)$ , $Pfizer (PFE.US)$ , $Coca-Cola (KO.US)$ , $Occidental Petroleum (OXY.US)$
Sold out Positions
$Disney (DIS.US)$
Increased Positions
$Novo-Nordisk A/S (NVO.US)$ , $AstraZeneca (AZN.US)$ , $Huntington Ingalls Industries (HII.US)$
Decreased Positions
None

Portfolio Quick Update (3rd week Nov)

Portfolio Quick Update (3rd week Nov)

Portfolio Quick Update (3rd week Nov)

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Trump trade: Bitcoin hit record highs and Tesla hits $1 trillion market cap

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$Taiwan Semiconductor (TSM.US)$ everything else is either up or down, but tsm just sits there doing nothing. 😢

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$Taiwan Semiconductor (TSM.US)$ Do something 😴

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