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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (66512)	2/11/2021 3:15:02 PM
From: FIFO_kid2	Respond to of 78820

Paul my commentary on the service industries to a commodity is generally related to mining and oil and gas. With semiconductors I just don't have enough info to comfortably make a decision. The only thing I know about semiconductors at this time is the pandemic at this time has created a shortage and there is a huge trend towards ARM and RISC-V architecture and there is a trend to develop semis in house which probably will benefit TSM. It also tells me is INTC likely will be under future pressure from this secular change. Where I don't think I have enough information given semiconductors is a cyclical commodity the pros know the pricing of the product down the line where I do not and there is the disadvantage of when to sell the stock.