$TSM VERTICAL 261030 PUT 390.0/PUT 395.0$ 

I take this pullback to add position in TSM. It has been in tight price range for weeks, and really have strong fundamentals ( ROI 35%, net profit 51%) . It's almost a monopoly - NVDA, AMD, AVGO, AAPL, Quallcom and other comes to TSM to build their chips.

TSM Vertical
09-14 23:40
US390.0/395.0
SidePrice | FilledRealized P&L
Credit
Open
-1.35
3
--
Holding
TSM VERTICAL 261030 PUT 390.0/PUT 395.0
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  • PorterLamb
    ·09-15 21:02
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    TSM moat is deeper than the node lead. The sticky part is design ecosystem plus packaging capacity, and that queue is brutal for anyone trying to catch up
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  • CHINNY168
    ·00:08

    Great article, would you like to share it?

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