The Rokslide Stock Traders Thread

Exxon came out yesterday and said they intend to be the primary energy supplier for the AI data centers. Making the argument that they can provide natural gas powered generation systems much quicker than bringing nuclear online
 
I own a good chuck of mstr want to buy more but seeing how the market reacted when it crushed q2 earning and beat Q3 earnings I just have a hard time dumping more into it. Right now. I will eventually but I think there are better buying opportunities to come in the near future. But if it does get included in the s&p next inclusion won’t have a better window to buy than now. But if it doesn’t get included and bitcoin goes into a bear market I can see it going down quite a bit more. I am in it for the long haul.
 
Anybody have thoughts on TSM? I bought at under $200 and I'm unsure whether to double down or just let it ride.
Nothing technical, but I believe they will continue the trend up. Here in Az, their facility is really only at 30-40% build out and it is enormous. Tons of other supplier companies are building all around them.
 
Anybody have thoughts on TSM? I bought at under $200 and I'm unsure whether to double down or just let it ride.
It's been one of my biggest holdings for a long time now. They make 90% of the world's production of advanced chips. Companies like Nvidia don't actually make anything.....Taiwan Semi makes them and second place is not even close. They ARE the world leader.

I bet TSM would be double what it is now if it weren't for a potential China invasion- a significant risk- depressing the stock.
 
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