sapphire comments on sapphire’s Quick takes

sapphire 3 Dec 2022 22:23 UTC
5 points
0 ∶ 0
My attempt at a reasonable AI/semis portfolio:

MSFT − 10%
INTEL − 10%
Nvidia − 15%
SMSN − 15%
Goog − 15%
ASML − 15%
TSMC − 20%
Interested if anyone thinks I got this hugely wrong.