TSM.. announced great revenue but stock still tanked, I think ggwp liao.
AVGO and MU, at the end of day I think may still stand to gain in trump term cos they are us company
I think u dont understand the companies/industry you r investing or u r looking only at the very short term, superficial factors.
Tsm is literally unmatched technologically and it will likely remain so for the forseeable futue because making advance chips is not like manufacturing clothes, u cant jus develop the capability by pouring in money. Those that say China and US will catch up soon dont know anything about chip making.
And avgo is facing mounting pressure for their off the shelf chips because hyperscale data centers are moving towards custom ASICs. While MU, being in the memory segment, is facing far more intense competition than other types of chips.
I have no advice if u r holding only for the short term. If u r holding for the long term, read more about the industry.