Total Assets
Enduring value guardian所以 all in $Taiwan Semiconductor(TSM.US)
別管是 GPU 還是 ASIC 還是 TPU，哪怕 AI 沒了，也總要有人造晶片吧
這票唯一風險是地緣政治
$Oracle(ORCL.US) dragged down tech stocks, and misjudged ones are opportunities.
Those with real assets, not just future income based on IOUs, the AI juggernaut won't stop here, but most companies will be burned as fuel in the process.
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