sapphire's Quick takes

My attempt at a reasonable AI/semis portfolio:

MSFT - 10%
INTEL - 10%

Nvidia - 15%
SMSN - 15%
Goog - 15%
ASML - 15%

TSMC - 20%

Interested if anyone thinks I got this hugely wrong.

I don't like when animal advocates are too confident about their approach and are critical of other advocates. We are losing badly, meat consumption is still skyrocketing! Now is time to be humble and open-minded. Meta-advice: Don't be too critical of the critical either!