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jakeogh

Is that a bet for no overt invasion?

Is TSMC ASML's largest EUV customer? https://www.youtube.com/watch?v=_hrvR_iTz_I

What's the chain of knowledge of buy's?

1. BERK principal(s).. (SES?)

1.5. Tier 1 comm interceptors

2. Whoever #1 contacts... someone with a seat on the exchange(?)

3. Order on the exchange (who can see this? it the buyer listed?)

4. ... (2-3 more steps?)

n. Reuters front

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I think you mean EUV in your second line. Deep UV is an older and more common technology than Extreme UV.

Buffett's average holding period for large holdings appears to be something like 7.5 years [0], and China won't be able to invade Taiwan in that timeframe because it will take time to build up their domestic semiconductor supply chain. It's hard to deny that TSM is trading at a cheap P/E these days. The stock has basically been cut in half this year.

[0] https://www.fool.com/investing/2019/11/05/3-stocks-buffett-h...

Yes, thanks DUV->EUV (I'll stop editing)

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