00:00this i think is very interesting because as i told you before i see an opportunity sometime
00:14in the month of september today is september 2 to pick up some tech darlings that at least
00:21in the near term for probably no fault of their own really based on macroeconomic and geopolitical
00:28factors have come under some pressure so you guys know even though it has started to run i still see
00:36among all my tech stocks on a percentage return basis the greatest upside in app loving
00:43now what i'd like to do is buy it at its 200 day moving average support which is 437 dollars a share
00:52taiwan semi got a little bit of a hit today but i think it's going to bring a buying opportunity
00:58you know of course taiwan semiconductor is embroiled in this continued negotiation between the u.s and
01:05chinese over not only tariffs but export controls particularly on our semiconductor chips
01:11uh sent to the folks abroad from the likes of amd and nvidia so the latest and unfortunately not
01:19greatest for taiwan semi is they're now facing stiff u.s restrictions on the equipment to build
01:27semiconductors that they can ship into mainland china remember this is a company that's on uh the
01:34island of taiwan and it doesn't really matter i think because their latest technology is something
01:40called two nanometer and they have been qualifying equipment to uh start rolling with this new processing
01:48technology and so far they haven't been qualifying chinese machines and so maybe at the end of the day
01:58this does not have that big of an impact on the p and l of taiwan semiconductor but still it's an obstacle
02:06still it's an annoyance but if this continues to whack the stock you know i love taiwan semiconductor i am a
02:14better buyer meta continue to like actually has come in a little bit i would buy some more at 725
02:22which is its 50-day moving average nvidia i told i reported on that last week they had a good quarter
02:29you know they're gonna be under some pressure until we have uh that trump's big beautiful trade agreement
02:36with the chinese or not but i think the stock is clearly worth more than 200 a share long term
02:43and so you know pick your poison i think nvidia is a better buy continues to dip here snowflake i just
02:51mentioned i love it i absolutely love it but the stock is uh showing some pressure like everybody else
02:59these days i would wait to buy it on a pullback to 230 a share i haven't looked at the price in a
03:06couple of minutes or hours might even be there right now i continue like some of my portfolio to be non-us
03:14and i've recommended some time ago acwx which is the international ex-us etf it's done very well this
03:23year finally some of these other regions are getting some comeuppance because they've had their
03:30ass kicked by u.s allocations for a long time quickly on these because nothing has really changed
03:36i'm still a fan of uber cadence design systems robin hood two of the ge spinoffs gev ge verona and ge aerospace
03:46i like very much microsoft and netflix but i have them in the holding pattern because frankly their
03:54charts kind of suck so i'm waiting for them to find a base and then find a base on dried up volume
04:01which again tells me selling has been exhausted good time for a contrarian buyer done well you've done
04:08well you've listened with boeing and te connectivity tel i very much like one and only one tech stock in
04:18china and that is alibaba it started to have a nice run i gave you my thesis on dell do not let september
04:25escape particularly if the stocks continue to drop without picking up some dell and without picking up
04:30some snowflake i always get asked because i've been talking about this company for a year or more
04:36since it was private what to do with core weave now remember my cost basis is much much lower because
04:43i was in it at a private investor but i will tell you even for public investors with the collapse that
04:51is seen particularly if it hits my 90 buy limit i might even buy some more even though i'd be increasing
04:59my cost basis and i would ask you to consider it core weave under 90 dollars despite all the controversy
05:09and i think i'm right on this one long term you'll be fine i wouldn't put a lot of money in it because
05:14the trend is definitely not our friend but i'm okay with a small starter position in core weave under 90.
05:23so i wanted to give you a little bit more color today on that because you know this is really important
05:28stuff and we're trying to make money here so let's finish up with some tech trends
Comments