VNW Capital
07-23 00:16
$TSM 20260828 375.0 PUT$ 

TSM has monopoly. This is an opportunity to accumulate. Still very much undervalued, with fair value of $428.

TSM PUT
07-23 00:14
US20260828 375.0
SidePrice | FilledRealized P&L
Sell
Open
8.90
1Lot(s)
-23.14%
Holding
Taiwan Semiconductor Manufacturing
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Comments

  • zippy1
    07-23 01:02
    zippy1
    428 still feels conservative to me, capex discipline is the real check
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