Sell TSMC by Jul 18, 2025.

TL;DR: Consider removing international --semiconductor manufacturers from your portfolio entirely, or some long-term puts (much riskier), prior to this fall. Specifically, TSMC, SMCI, STM. Maybe move to MU, GFS and, uh... unironically INTC. Happy weekend fellow regards. Maybe this isn't the best DD ever, but I had time today because I wasn't looking at chart lines moving all day long. Anything I discuss here is available through open-source reporting. The views are share here are mine alone, and do not …