I flipped my QCOM shares to TSM to consolidate and it happened to look intelligent that week. I like TSM years from now with their FAB expansions coming but may not stay straight through the ride. I see TSM as more diverse. I also sold a TSM covered call today so I am not married to them. I'll stay in chips until the shortage is resolved though. Gone for the next down cycle which will come on short notice like always. The next down cycle may be less severe but it will come.
TDOC has nothing that can't be replicated and if it is truly lucrative it will bring serious competition. Nothing magical about it to command the PE. First mover status won't be a MOAT this time.
TDOC has nothing that can't be replicated and if it is truly lucrative it will bring serious competition. Nothing magical about it to command the PE. First mover status won't be a MOAT this time.