POPA ReconLooking at this 13f, gurus placed much bigger bets on TSMC than on memory.
Looking at this 13f, gurus placed much bigger bets on TSMC than on memory. My favorite company, Druckenmiller, also sold all of Micron and increased TSMC. TSMC looks heavy because it is 2.2T, but if you combine Samsung 1.3T, Micron 1.1T, and Harnik 825B, the memory is much heavier. Also, there seems to be a big difference in the fact that TSMC has a proprietary structure, but memory is not. AI will continue to be the core of my portfolio, but as in the first half of the year, I plan to diversify my portfolio into several sectors and avoid focusing on monoculture. I think the benefits will…
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