1Wk·
3
27 Comments

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$TSM will continue as long as the Chinese do not invade. In my opinion, there is still a lot of potential and the company is very well positioned.
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Take a look at the semiconductor sector.
There was hardly any performance after the correction in the summer.
$ASML and other mechanical engineering companies have been in correction since the summer.
Likewise chip stocks such as
$MU $HY9H etc.
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Are you no longer convinced? Or would you like to take profits?
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I have already sold some USA tech stocks and am putting the money into companies like Circus, Healwell AI, Gubra and HomeToGo....
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$FTNT So Fortinet currently looks like a consolidation phase (after Pole&Flag) after a small breakout (approx. € 93.50). Does anyone else see this?
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