Thanks, God Gu. We made a deal: I'll never touch TSMC again, ha 😇
After thinking about it, I swapped TSMC for Meta.
1⃣️TSMC's pullback isn't actually that high, and there is indeed a semiconductor bubble. When valuations are corrected in the future, semiconductors will likely be targeted first.
2⃣️I bet wrong on both Facebook and Microsoft. Last time I bet on Microsoft, but Facebook surged instead. So this time, due to path dependence, I bet on Facebook again. This is my flaw of not having enough capital; if I had more money, I could have bought both Microsoft and Facebook together.
3⃣️Facebook's price has reached a relatively cheap and reasonable level. Both the odds and the risk are better than TSMC's.
Water doesn't compete to be first; it competes to flow endlessly.
$Taiwan Semiconductor(TSM.US)$Meta Platforms(META.US)$Microsoft(MSFT.US)
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