TSM · suggested 2026-06-06
TSMC is the factory that actually makes the most advanced chips in the world, Nvidia's and Broadcom's among them. It is the manufacturing heart of AI compute infrastructure, with a near-monopoly on the leading edge. We like it because almost the entire AI chip supply chain has to come through its doors, whoever designs the chip.
Where this sits in the cycle
Chip-making is cyclical, but AI and heavy computing have stretched that into a longer run. The overriding risk is geopolitical: it is in Taiwan, so any serious tension over the strait is the thing that breaks the idea. It is capital-heavy and tied to the whole industry's cycle rather than the season.
The diary
Each entry records the price of the day beside your judgment of it. The figures are captured once and never argue with memory; the words stay yours to rewrite or remove.
TSM · suggested 2026-06-06
403,41 USD
-2,8% since suggestion at 415,17 USD
iShares Global Tech Index, the bet to beat: -0,4% over the same stretch
Daily closes, the newest refreshed through the trading day.
Today the price sits 5% below its 50-day average and 14% above its 200-day average.