Locnar
<Bronze Donator>
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Semiconductors have been coming up a lot, both in this thread and in the news with the shortages etc. TSM is at a discount right now after the dip, dropped from 140 to 132, the options premiums look good too so are a great way to try to get in. I was looking at semiconductor ETFs too and both SMH and SOXX are about almost 100% over 1 year.
My neuvo rich semiconductor friend keeps telling me to convert my portfolio to all these random semiconductor related names i've never heard of, but most i've done so far is by Nvida , AMD, Qcom, Broadcom, Marvell. Shit thats a longer list than I thought. Anyways, its nothing very exotic.
But he is into a lot of names way farther up the chip making food chain from these companies. He seems to be doing very well. I'm looking at a sticky note he gave me now with some stuff jotted down on it: ASML, LAM, AMAT, KLAC, IIVI, Tokyo Electron, LasterTec, LCRX, KAL, IIVIP, HOYA, AGC, Synopsis, Cadence
Don't ask me to explain it, I don't speak autistic.
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