US stocks are still sitting at much lower levels relative to Taiwan stocks, and after the recent TW rally I’ve been able to pledge more of my positions and free up some extra cash.
So I’ll keep buying US stocks from today.
At current prices, $AEHR is probably still my first
TW silicon photonics names are unstoppable! 🥳
Based on $TSM’s current guidance, 2027 EPS is estimated at around NT$200.
At 20–25x P/E, that’s NT$4,000–5,000/share, or roughly US$3.24–4.05tn market cap.
Assuming Xi doesn’t invade us first 😂
Can you imagine how much liquidity h
When foundry capacity is fully locked up by tech giants, having a fab is the new moat.
Smaller players without in-house capacity have no choice but to wait in line—and by the time they finally get allocation, their market share has already been devoured.
Any company that
