Public trading strategy
AI is eating the world and the chipmakers can't keep up — pile into TSMC and sto
Thesis
The AI boom requires physical hardware. TSMC makes the advanced chips, but they are selling out. This shortage means they have pricing power. Furthermore, AI requires massive amounts of data storage, which is why SanDisk and Western Digital are surging.
Strategy approach
Build a trend-following strategy on TSM and WDC. Enter long on 1D when 20-day EMA > 50-day EMA. Exit when 20-day EMA < 50-day EMA.