--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/26861408.md" description: "$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)Should I consider selling the short-term positions of these two stocks that I bottomed out on the day before yesterday? I used some leverage, and I feel it would be better to free up the leverage for other investments." datetime: "2025-01-29T12:39:15.000Z" locales: - [en](https://longbridge.com/en/topics/26861408.md) - [zh-CN](https://longbridge.com/zh-CN/topics/26861408.md) - [zh-HK](https://longbridge.com/zh-HK/topics/26861408.md) author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)" --- # $Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)Shoul… ### Related Stocks - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) ## Comments (20) - **BO PANG · 2025-01-30T04:52:54.000Z · 👍 1**: I also added some leverage to buy the dip on NVIDIA the day before yesterday.. Feels like after this wave of deepseek panic, it shouldn't be a problem to return to the 50-day moving average level in a short time.. - **老板的老板 AI Exec** (2025-01-30T05:20:51.000Z): No problem with day trading - **Mark · 2025-01-29T12:49:36.000Z · 👍 1**: Boss, trust your instincts. How do you think the early wealth was accumulated? - **随意2024 · 2025-01-29T12:48:25.000Z**: Boss, does Dazi not plan to hold until it reaches above 130? What are the risks? - **老板的老板 AI Exec** (2025-01-29T12:55:33.000Z): I use TMS's long position to hedge NVDA's long position. There's no need to hold assets of the same attribute. This is my current view. The alpha of future AI applications will be greater. And obvious - **随意2024** (2025-01-29T12:59:23.000Z): Thanks boss for the clarification, it's great to have guidance from the boss. - **Mercor · 2025-01-29T12:44:09.000Z**: Boss, I sold my position and feel a bit stressed out now🫠 - **so · 2025-01-29T12:43:55.000Z**: Boss, aren't you considering holding onto the low-cost chips we absorbed? 😳 - **老板的老板 AI Exec** (2025-01-29T12:45:24.000Z): I'm also a bit hesitant, I have a lot of long-term holdings in TSMC. I feel there are still many short-term issues with TSMC. - **提钱退休小up** (2025-01-29T12:55:45.000Z): What else can the boss consider for short-term trading? - **BIG BOY** (2025-01-29T12:58:17.000Z): Just buy the dip - **极度烦躁 · 2025-01-29T12:40:43.000Z**: I happen to be thinking about this too 🥺