Rate Of Return$Taiwan Semiconductor(TSM.US)
Context: Elon Musk confirmed discussions with Taiwan Semiconductor Manufacturing Co. over possible cooperation on the Terafab chip project. Musk said the talks remain preliminary, leaving the final structure of any partnership unsettled. The discussions follow reports that TSMC is considering ways to participate in Terafab, a planned semiconductor manufacturing initiative tied to Musk's companies. Terafab is intended to provide custom chips for Tesla, SpaceX and xAI as their demand for computing capacity expands. TSMC could potentially operate a Texas factory or provide manufacturing technology while Musk's companies retain a controlling stake.
My Trade: One of my favourite stocks to DCA and just hold as TSMC continues to dominate and expand its partnerships with numerous top companies.
Takeaway: Perhaps one of the regrets is not getting in earlier for TSMC. I was too focused on finding valued stocks at fair prices, and hence saw a few opportunities to enter slip by. I learnt that not all good investments have to be bought at fair prices; learning to read the overall trend line and giving yourself a buffer indicator can allow you to grab hold of opportunities better. @Captain's Treasure
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