CodedFlow

TSM - this behemoth in Semis is Sinking

做空
NYSE:TSM   Taiwan Semiconductor Manufacturing Company Ltd.
- why ? because globally things are just working very good...
- the market is already shorting this battered stock which is actually processing 90% or more of the semis across markets...

Now ... if semis are working so great... how do you think banks will ? Or FANGs ?

Maybe ppl are stashed in hardware... who knows ? ;-)

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