$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ I think this is the biggest + for TSMC is that they have a very conservative balance sheet. And are not looking to become more aggressive. This means more residual cash. I’m personally writing puts on TSMC and taking the premium into a basket of defense stocks. The theory is even in bad situation I’m happy owning TSMC as I think the negative case is priced like the stock is going to 0 when in reality it probably halves. Also when the stock shocks down I’m happy to own it.

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