$Taiwan Semiconductor Manufacturing(TSM)$ there could be several reasons that I think why Buffett sold this Gem in semiconductor industry. 1) relationship between US - China (risk of war) 2) vast expansion of the company in this inflationary environment. 3) protect the interest of Berkshire shareholders byreducing the risk of investing in TSM. this is purely my opinion that are not financial advice. Pls DODD before investing. 😉
$Amazon.com(AMZN)$[Earnings Season] Is it a good time to buy? Amazon shares climbed more than 13% in extended trading on Thursday after the company reported better-than-expected second-quarter revenue and gave an optimistic outlook.Amazon said it expects to post third-quarter revenue between $125 billion and $130 billion, representing growth of 13% to 17%. Analysts were expecting sales of $126.4 billion, according to Refinitiv.With the US economy in technical recession, there is a possibility of recession and many analysts predicts in 2023. No doubt that Amazon is a great company. I suggest to accumulate when the price dips. Please DDYD before investing.
$Alphabet(GOOG)$It's used by many people. Has been successful in the World Wide Web. As current macro factors causing the volatility, DODD when investing.
I would continue to DCA on my portfolio. Spread out the industry that invested in and just focus on a particular industry. Opportunity comes once in a while and to make full use. [Smile]