@nanalyzetweets · Long TSM

Want CPU exposure without picking a winner? Own the picks and shovels. 🛠️ 1️⃣ $TSM: ~70% of chip foundry share, and most CPUs pass through it 2️⃣ $ASML: the lithography machines needed to make them 3️⃣ $ARM: royalties no matter who builds the CPU (except for x86 architecture) 4️⃣

Read asLong TSM+3 more

Since the call—

#118 of 561 rankedThe analyst's rank today

High · 0.97Confidence

Wed, Oct 7Tweeted

Thu, Oct 8 closeCounted from

18% of the basket · day 0fades out by Nov 18

Rank per close

Counts from the Thu, Oct 8 close, which is not scored yet.