@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−119#59 → #178

#178 of 214 rankedThe analyst's rank today

High · 0.97Confidence

Wed, Oct 7Tweeted

Thu, Oct 8 closeCounted from

10% of the basket · day 8fades out by Nov 18

Rank per close

#59

Oct 8

#187

Oct 11

#185

Oct 12

#136

Oct 13

#176

Oct 14

#178

Oct 15