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Cathy Wood, Taiwan’s arrow, add semiconductors to the coffin portfolio

When investors search for a new idea for trading or investing, there are often meager seasons as nothing appears to be clicked or meaningless, and there are no chances, while it seems that other seasons ideas come from everywhere at the same time.

In today’s market, it is difficult to determine a good value opportunity, given that S & P 500 index is wider Trading near The highest level now.

Taiwan manufacturing semi -conductors today

TSMTSM performance for 90 days

Taiwan manufacturing semiconductors

196.35 dollars +4.59 (+2.39 %)

As of 03:14 pm

52 weeks
133.57 dollars

226.40 dollars

Profit
1.10 %

P/E ratio.
27.85

The target price
212.00 dollars

However, this is the place that follows the so -called Smart money“Buying or selling can be useful. Seeing what the largest players in the market does can raise new ideas for investors to consider whether they can successfully reverse thinking about thinking or thesis behind these movements by institutional investors.

This means making it part of their wallets and understanding what may pay performance and risks.

By insurance on an idea in an individual process, investors can understand better than what may pay profits and what may bring losses instead of relying on homework for another person.

Home duties can be taken today from Cathy WoodAnd I also recently decided to buy a large share in stock shares Taiwan manufacturing semiconductors Nyse: tsmAnd there must be a good reason for that.

The decisive role in the chips supply chain justifies the strategic Cathy Wood

Before investors understood why the Cathy Wood Fund decided to buy a A position in Taiwan semi -conductorsThey need to understand the company’s role in market developments today. With recent fluctuations in the technology sector caused by President Trump Commercial definitionsSome things must be seen.

Some companies have delayed new orders for equipment and products that come out of China, which are likely to slow down the demand for chips and semi -conductors, which are necessary in a large share of imports today.

However, an agreement was reached between the United States and China, and pressure for a Stop for 90 days on customs duties Focus on clearing the road for The semi -conductors as a priority.

This may make things move in the right direction of a major company like Taiwan semiconductor, which reduces some uncertainty and pressure from future financial statements. However, there is another factor that must be observed here, which is that this company is necessary in most (if not all) for the supply chain.

Most investors will focus on the name like Nafidia Company Nasdak: nvda As one of the most popular in this group, given that it attracted the largest number of measures in the past months and years. However, some may fail to realize that there will be no nVIDIA without technology and equipment made by semiconductor Taiwan.

This is not only true for Nvidia; Many other names in Consumer electronics space It indirectly depends on the semiconductors in Taiwan in this way.

However, Cathy Wood and her team may have looked at this site when their new position opened.

Institutional confidence, the expectations of a seller with a short seller in the ups of the bullish fuel for Taiwan Taiwan Taiwan

like A tariff of uncertainty It is possible that it will calm down in the coming months and four, investors can safely assume that semiconductor in Taiwan will start seeing the same level of new requests and reservations as they usually do in a model environment.

Seeing stock trade by 85 % of Height 52 weeksAnd providing a monthly march of 29.6 %, consensus may be pricing in a few of the best quarters on the road, which justifies the purchase decision in recent days, but it seems that optimism is a little deeper than that.

Open sellers I now realize that Taiwan is semi -conductors The risk ratio to the reward It appears to focus a little on the upward trend, especially with a space flirting again with new levels for 52 weeks. For this reason, given the basic preparation for the industry today, investors can see up to 15.5 % of the company A short interest decreased During the past month alone.

Watch the bears a vacation in a surrender sign, today may still buy semiconductor stocks in Taiwan see more A clear path Forward to High prices. When scanning for the most modern institutional purchase, investors can start concluding that it is undoubtedly helping a The issue of bull in stocks.

As of May 2025, who are from Alliacebernstein Also building a share of $ 1.5 billion after a modern batch of 31.5 %, which indicates more Institutional confidence This is deeper than the Cathy Wood box only. This is another large column of strength for new investors who are still on the fence to look at.

Before you think about manufacturing semiconductor Taiwan, you will want to hear this.

Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares whose senior analysts are quietly whispered to their customers to buy now before hunting the broader market … The manufacture of semiconductors in Taiwan was not included in the list.

While the manufacture of semiconductors in Taiwan currently has a moderate purchase classification among analysts, analysts from senior photographers believe that these five shares buy better.

Show the five stocks here

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