Buy When There's Blood in The

2022-07-03

Buy When There's Blood in The Street

A famous quote from Nathan Rothschild for contrarian investing can produce great profits. Applied to semiconductor industry which is not favorable this time, I think it good time to collect some of semiconductor stocks. Though facing supply chain disruption first and then slowing demand due to high inflation, this industry is still believed as promising sector in long run for EV/AV, IoT, data center etc. To pick which stock to buy depends on investors preferances such as low p/e, high dividend yield, wide moat and market leader and so forth. For low p/e, there are $Micron Technology(MU)$ , $Intel(INTC)$, $Advanced Semiconductor Engineering(ASX)$. For high dividend yield, it is ASX as well. For those who loves to buy wide moat and market leader, there is TSMC which has 56% market share.

It is no guarantee when the decline is ended for semiconductor stocks. What we can do is only averaging down wisely.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

setia100
2022-07-03
setia100
No hurry. It's just the beginning of decline ❗ Patients
- xuero:
  I think so too
- SakuraSakura:
  Yup
diggydog
2022-07-03
diggydog
Good read [Like] Another way maybe buy semicon ETF like $iShares Semiconductor ETF(SOXX )$ $SPDR S&P Semiconductor ETF(XSD )$ $First Trust Nasdaq Semiconductor ETF(FTXL )$.
- SakuraSakura:
  Noted hu. Thanks 🙏
setia100
2022-09-29
setia100
Good idea. Buttt...Have you considered the black swan=Chips War ❓ It's not over yet 😨
- SakuraSakura:
  Yes, it think it won't over yet. On the other side, i do believe the demand and the supply both will recover soon.
MortimerDodd
2022-07-04
MortimerDodd
Low PE is the factor I pay most attention to when investing.
- SakuraSakura:
  Me too ,more upside potential.
Maria_yy
2022-07-04
Maria_yy
I guess I need to keep an eye on the semiconductor industry.
- SakuraSakura:
  In depressing trend yet rewarding in the long run when the demand is booming.
BellaFaraday
2022-07-04
BellaFaraday
You're right. Only contrarian investing can make us money.
- SakuraSakura:
  Totally agree

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Applied to semiconductor industry which is not favorable this time, I think it good time to collect some of semiconductor stocks. Though facing supply chain disruption first and then slowing demand due to high inflation, this industry is still believed as promising sector in long run for EV/AV, IoT, data center etc. To pick which stock to buy depends on investors preferances such as low p/e, high dividend yield, wide moat and market leader and so forth. For low p/e, there are $Micron Technology(MU)$ , $Intel(INTC)$, $Advanced Semiconductor Engineering(ASX)$. For high dividend yield, it is ASX as well. For those who loves to buy wide moat and market leader, there is TSMC which&nbsp;has 56% market share. It is no guarantee when the decline is ended for semiconductor&nbsp;stocks. What we can do is only averaging down wisely.&nbsp;<img src=\"https://community-static.tradeup.com/news/3eef315a7a52c36a390ef5127b8a73ed\" tg-width=\"2060\" tg-height=\"1012\"><img src=\"https://community-static.tradeup.com/news/dbba7974484ffde86850c1a455560fc7\" tg-width=\"1080\" tg-height=\"1995\"></body></html>","htmlText":"<html><head></head><body>Buy When There's Blood in The StreetA famous quote from Nathan Rothschild for contrarian investing can produce great profits. Applied to semiconductor industry which is not favorable this time, I think it good time to collect some of semiconductor stocks. Though facing supply chain disruption first and then slowing demand due to high inflation, this industry is still believed as promising sector in long run for EV/AV, IoT, data center etc. To pick which stock to buy depends on investors preferances such as low p/e, high dividend yield, wide moat and market leader and so forth. For low p/e, there are $Micron Technology(MU)$ , $Intel(INTC)$, $Advanced Semiconductor Engineering(ASX)$. For high dividend yield, it is ASX as well. For those who loves to buy wide moat and market leader, there is TSMC which&nbsp;has 56% market share. It is no guarantee when the decline is ended for semiconductor&nbsp;stocks. What we can do is only averaging down wisely.&nbsp;<img src=\"https://community-static.tradeup.com/news/3eef315a7a52c36a390ef5127b8a73ed\" tg-width=\"2060\" tg-height=\"1012\"><img src=\"https://community-static.tradeup.com/news/dbba7974484ffde86850c1a455560fc7\" tg-width=\"1080\" tg-height=\"1995\"></body></html>","text":"Buy When There's Blood in The Street A famous quote from Nathan Rothschild for contrarian investing can produce great profits. Applied to semiconductor industry which is not favorable this time, I think it good time to collect some of semiconductor stocks. Though facing supply chain disruption first and then slowing demand due to high inflation, this industry is still believed as promising sector in long run for EV/AV, IoT, data center etc. To pick which stock to buy depends on investors preferances such as low p/e, high dividend yield, wide moat and market leader and so forth. For low p/e, there are $Micron Technology(MU)$ , $Intel(INTC)$, $Advanced Semiconductor Engineering(ASX)$. For high dividend yield, it is ASX as well. For those who loves to buy wide moat and market leader, there is TSMC which has 56% market share. It is no guarantee when the decline is ended for semiconductor stocks. What we can do is only averaging down wisely.","highlighted":2,"essential":2,"paper":1,"likeSize":158,"commentSize":121,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/9044522993","repostId":0,"isVote":1,"tweetType":1,"viewCount":3067,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC","ASX","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":793,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":102656284,"commentId":"102656284","gmtCreate":1656803924342,"gmtModify":1663253270247,"authorId":3567852837945728,"author":{"id":3567852837945728,"idStr":"3567852837945728","authorId":3567852837945728,"name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"No hurry. It's just the beginning of decline ❗ Patients","text":"No hurry. It's just the beginning of decline ❗ Patients","html":"No hurry. It's just the beginning of decline ❗ Patients","likeSize":2,"commentSize":2,"subComments":[{"id":102656388,"commentId":"102656388","gmtCreate":1656804282856,"gmtModify":1663253270037,"authorId":4099055228687120,"author":{"id":4099055228687120,"idStr":"4099055228687120","authorId":4099055228687120,"name":"xuero","avatar":"https://static.tigerbbs.com/043271093c85fc090b9b3f3a6e36cec5","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":102656284,"supIdStr":"102656284","prevId":0,"prevIdStr":"0","content":"I think so too","text":"I think so too","html":"I think so too"},{"id":102656308,"commentId":"102656308","gmtCreate":1656804028759,"gmtModify":1663253268126,"authorId":4110525039653252,"author":{"id":4110525039653252,"idStr":"4110525039653252","authorId":4110525039653252,"name":"SakuraSakura","avatar":"https://community-static.tradeup.com/news/40547a9d70db0f5c4c194be876d89ad7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":102656284,"supIdStr":"102656284","prevId":0,"prevIdStr":"0","content":"Yup","text":"Yup","html":"Yup"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":102663832,"commentId":"102663832","gmtCreate":1656820046210,"gmtModify":1663253297245,"authorId":3575091423649914,"author":{"id":3575091423649914,"idStr":"3575091423649914","authorId":3575091423649914,"name":"diggydog","avatar":"https://community-static.tradeup.com/news/476e481044aa54d1d955e8bc4b856dd4","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Good read [Like] Another way maybe buy semicon ETF like <a href=\"https://ttm.financial/S/SOXX\"> $iShares Semiconductor ETF(</a><a href=\"https://ttm.financial/S/SOXX\">SOXX</a><a href=\"https://ttm.financial/S/SOXX\">)$ </a><a href=\"https://ttm.financial/S/XSD\"> $</a><a href=\"https://ttm.financial/S/XSD\">SPDR</a><a href=\"https://ttm.financial/S/XSD\"> S&amp;P Semiconductor ETF(</a><a href=\"https://ttm.financial/S/XSD\">XSD</a><a href=\"https://ttm.financial/S/XSD\">)$ </a><a href=\"https://ttm.financial/S/FTXL\"> $First Trust Nasdaq Semiconductor ETF(</a><a href=\"https://ttm.financial/S/FTXL\">FTXL</a><a href=\"https://ttm.financial/S/FTXL\">)$</a>.","text":"Good read [Like] Another way maybe buy semicon ETF like <a href=\"https://ttm.financial/S/SOXX\"> $iShares Semiconductor ETF(</a><a href=\"https://ttm.financial/S/SOXX\">SOXX</a><a href=\"https://ttm.financial/S/SOXX\">)$ </a><a href=\"https://ttm.financial/S/XSD\"> $</a><a href=\"https://ttm.financial/S/XSD\">SPDR</a><a href=\"https://ttm.financial/S/XSD\"> S&amp;P Semiconductor ETF(</a><a href=\"https://ttm.financial/S/XSD\">XSD</a><a href=\"https://ttm.financial/S/XSD\">)$ </a><a href=\"https://ttm.financial/S/FTXL\"> $First Trust Nasdaq Semiconductor ETF(</a><a href=\"https://ttm.financial/S/FTXL\">FTXL</a><a href=\"https://ttm.financial/S/FTXL\">)$</a>.","html":"Good read [Like] Another way maybe buy semicon ETF like <a href=\"https://ttm.financial/S/SOXX\"> $iShares Semiconductor ETF(</a><a href=\"https://ttm.financial/S/SOXX\">SOXX</a><a href=\"https://ttm.financial/S/SOXX\">)$ </a><a href=\"https://ttm.financial/S/XSD\"> $</a><a href=\"https://ttm.financial/S/XSD\">SPDR</a><a href=\"https://ttm.financial/S/XSD\"> S&amp;P Semiconductor ETF(</a><a href=\"https://ttm.financial/S/XSD\">XSD</a><a href=\"https://ttm.financial/S/XSD\">)$ </a><a href=\"https://ttm.financial/S/FTXL\"> $First Trust Nasdaq Semiconductor ETF(</a><a href=\"https://ttm.financial/S/FTXL\">FTXL</a><a href=\"https://ttm.financial/S/FTXL\">)$</a>.","likeSize":1,"commentSize":1,"subComments":[{"id":102665511,"commentId":"102665511","gmtCreate":1656826064882,"gmtModify":1663253303239,"authorId":4110525039653252,"author":{"id":4110525039653252,"idStr":"4110525039653252","authorId":4110525039653252,"name":"SakuraSakura","avatar":"https://community-static.tradeup.com/news/40547a9d70db0f5c4c194be876d89ad7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":102663832,"supIdStr":"102663832","prevId":0,"prevIdStr":"0","content":"Noted hu. Thanks 🙏","text":"Noted hu. Thanks 🙏","html":"Noted hu. Thanks 🙏"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":104148051,"commentId":"104148051","gmtCreate":1664466148006,"gmtModify":1664466151897,"authorId":3567852837945728,"author":{"id":3567852837945728,"idStr":"3567852837945728","authorId":3567852837945728,"name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Good idea. Buttt...Have you considered the black swan=Chips War ❓ It's not over yet 😨","text":"Good idea. Buttt...Have you considered the black swan=Chips War ❓ It's not over yet 😨","html":"Good idea. Buttt...Have you considered the black swan=Chips War ❓ It's not over yet 😨","likeSize":1,"commentSize":1,"subComments":[{"id":104176135,"commentId":"104176135","gmtCreate":1664663001679,"gmtModify":1664663005244,"authorId":4110525039653252,"author":{"id":4110525039653252,"idStr":"4110525039653252","authorId":4110525039653252,"name":"SakuraSakura","avatar":"https://community-static.tradeup.com/news/40547a9d70db0f5c4c194be876d89ad7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":104148051,"supIdStr":"104148051","prevId":0,"prevIdStr":"0","content":"Yes, it think it won't over yet. On the other side, i do believe the demand and the supply both will recover soon.","text":"Yes, it think it won't over yet. On the other side, i do believe the demand and the supply both will recover soon.","html":"Yes, it think it won't over yet. On the other side, i do believe the demand and the supply both will recover soon."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":102687782,"commentId":"102687782","gmtCreate":1656944458704,"gmtModify":1663253393147,"authorId":9000000000000469,"author":{"id":9000000000000469,"idStr":"9000000000000469","authorId":9000000000000469,"name":"MortimerDodd","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Low PE is the factor I pay most attention to when investing.","text":"Low PE is the factor I pay most attention to when investing.","html":"Low PE is the factor I pay most attention to when investing.","likeSize":1,"commentSize":1,"subComments":[{"id":102688643,"commentId":"102688643","gmtCreate":1656946798617,"gmtModify":1663253396644,"authorId":4110525039653252,"author":{"id":4110525039653252,"idStr":"4110525039653252","authorId":4110525039653252,"name":"SakuraSakura","avatar":"https://community-static.tradeup.com/news/40547a9d70db0f5c4c194be876d89ad7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":102687782,"supIdStr":"102687782","prevId":0,"prevIdStr":"0","content":"Me too ,more upside potential.","text":"Me too ,more upside potential.","html":"Me too ,more upside potential."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":102687778,"commentId":"102687778","gmtCreate":1656944450739,"gmtModify":1656944452840,"authorId":9000000000000478,"author":{"id":9000000000000478,"idStr":"9000000000000478","authorId":9000000000000478,"name":"Maria_yy","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I guess I need to keep an eye on the semiconductor industry.","text":"I guess I need to keep an eye on the semiconductor industry.","html":"I guess I need to keep an eye on the semiconductor industry.","likeSize":1,"commentSize":1,"subComments":[{"id":102688713,"commentId":"102688713","gmtCreate":1656946965891,"gmtModify":1663253399270,"authorId":4110525039653252,"author":{"id":4110525039653252,"idStr":"4110525039653252","authorId":4110525039653252,"name":"SakuraSakura","avatar":"https://community-static.tradeup.com/news/40547a9d70db0f5c4c194be876d89ad7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":102687778,"supIdStr":"102687778","prevId":0,"prevIdStr":"0","content":"In depressing trend yet rewarding in the long run&nbsp; when the demand is booming.","text":"In depressing trend yet rewarding in the long run&nbsp; when the demand is booming.","html":"In depressing trend yet rewarding in the long run&nbsp; when the demand is booming."}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":102687772,"commentId":"102687772","gmtCreate":1656944437358,"gmtModify":1663253392939,"authorId":9000000000000689,"author":{"id":9000000000000689,"idStr":"9000000000000689","authorId":9000000000000689,"name":"BellaFaraday","avatar":"https://static.tigerbbs.com/4710ee7ef9b07790b4f0c5fa685b6bbd","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"You're right. Only contrarian investing can make us money.","text":"You're right. Only contrarian investing can make us money.","html":"You're right. Only contrarian investing can make us money.","likeSize":1,"commentSize":1,"subComments":[{"id":102688731,"commentId":"102688731","gmtCreate":1656947050817,"gmtModify":1663253400227,"authorId":4110525039653252,"author":{"id":4110525039653252,"idStr":"4110525039653252","authorId":4110525039653252,"name":"SakuraSakura","avatar":"https://community-static.tradeup.com/news/40547a9d70db0f5c4c194be876d89ad7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9044522993,"objectIdStr":"9044522993","type":1,"supId":102687772,"supIdStr":"102687772","prevId":0,"prevIdStr":"0","content":"Totally agree","text":"Totally agree","html":"Totally agree"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9044522993"}