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REDDIT

TSMC neglected in semiconductor

Beneficial-Chair-333reddit / Jul 19, 2026 · 02:40

I'm noticing and recently curious about why everyone talk about MU, SNDK, ASML, INTC and other similar stocks but despite being one of the stable, high moat and fair valued in the sector TSMC gets neglected in the discussions of …

REDDIT

AVEX and ONDS- is the thesis intact?

Illustrious_Rope8332reddit / Jul 19, 2026 · 00:34

Per title, both drone stocks have fallen during the institutional shift last week. I believe drones are the future of warfare, and these two are primed to take advantage of DoD contracts. ONDS just did a major dilution, so I …

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