NVIDIA, GOOGL, MSFT main 3, then TSMC ASML and some semiconductor ETF so if the circular ourobourous takes off which it very well might you can take off with it. Put in as much as you can stomach, rest in vangaurd ftse all world or SPY and/or gold and cash depending on your personal risk tolerance. Fuck bonds. Leave it and don't rebalance. Also do this in 2023 like I did.

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NVIDIA, GOOGL, MSFT Then TSMC ASML and some semiconductor ETF 30% of your portfolio, put the rest in vangaurd ftse all world and/or gold and cash depending on your personal risk tolerance. Leave it and don't rebalance

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"It doesn't even build its own chips" - so what? thats like downplaying ASML importance and only giving credit to TSM. What is there to build without ARMs designs?

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GOOGL ASML NBIS MSfT UNH AMZN

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I'm being realistic here. We're lucky that we can rely on TSMC (Taiwanese) and ASML (Dutch) to handle parts of the chip pipeline. China needs to do all of this from scratch and/or have the same advances with older EUV machines and worse fab technology. This is hundreds of billions in investment. and FWIW this sub clearly has China bots, anytime I say something that is remotely negative about China I get downvoted.

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They literally can't. They don't have access to TSMC or the leading-edge nodes. ASML can't sell them the machines, etc. Hardware is smuggled via the black market today. The concern is more that they will grow their own models and tooling and won't be dependent on US AI tech over time.

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China can't though. They don't have Fabs at the level of TSMC and they don't have EUV machines at the level of ASML. The fear-mongering never made sense to me.

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ASML?

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he's long asml and short nvda. not exactly full tilt bear

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Thinking about buying ASML. But kinda wish it would dip a bit first

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