@bingoo:$Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semicondutors for me is a strong buy at 60-65 USD range and a good buy at current price of 75 USD give or take 2 dollars. There might be a 6 month period from now on of accumulation where price will trade within the 60 to 80 USD range is my expectation. I will likely become a buyer near 60-65 USD. I am currently not long on TSM because I have other investments. Depending on how the market moves I move. I would like to go long on TSM.
@Samlunch:$Shopify(SHOP)$This company is now aimless as its multiple tailwinds of ecommerce, covid lockdowns, and "tech" label have ceased. Unfortunately it is a glorified website hosting tool that thrives on its client's revenues and eating into their margins. In a recessionary environment where consumer spending is reduced, expect Shopify's profits to be drastically reduced - earnings and multiple compression is a double whammy. We may see sub-$10 price at the bottom.