中文翻译
我不喜欢追高，除非能明确看到未来几年会有疯狂的需求增长，比如 $TSM。 $Lyft 主要面向美国市场，我认为 Waymo 会随着时间的推移扰乱其市场份额。 即使股价在 $20 美元，它依然不错，但我更喜欢其他公司。如果我再有 100 万美元，我会直接投入 TSM 而不是 Lyft，因为我会加倍下注于我更有信心的股票。
· 个股论点
作者因看好TSM需求且担忧Lyft竞争，倾向重仓TSM而非Lyft。
英文原文
I don't like chasing unless it's clear it will go up with insane demand over the next few years like $TSM. $Lyft is mainly US market and I see Waymo disrupting market share over time. Even at $20 it's still a good but I like other companies better. If i had another $1M I'd just put that into TSM instead of Lyft since I double down on higher conviction stocks.