To The Moon

🌟🌟🌟This has been a horrible week that saw the US markets tumbling. The Nasdaq 100 Index has its worst day in 2 years. There are new worries about Taiwan and the global supply chain for chips. Then on Friday, the world woke up to a software failure that took down airlines, payment systems, personal computers, corporate websites and some hospitals even had to cancel operations. $NVIDIA Corp(NVDA)$ fell 2.6% on Friday and in the last 5 days, it dropped 9.7%. $Advanced Micro Devices(AMD)$ shares fell even more. AMD dropped 2.6% on Friday and it is now down 17% for the week.

$Taiwan Semiconductor Manufacturing(TSM)$ Invest in the Winner. Ignore the rest. This kind of market share is unassailable. They get the revenue > they get to splurge on capex and R&D > they stay the winner The only reason there are still other players is because of legacy non-bleeding edge nodes that still have demand. These are deemed non-essential by TSMC and allowed to be competed against