中文翻译
@Docofgothm @pepemoonboy $ASML 追踪晶圆厂周期。$TSM 是对 AI 整体建设情况的衡量。在这种情况下，没有理由选择 ASML。就纯上涨空间而言，此时 $AMD 可能胜出，但在非对称回报（同等上涨空间下下行风险最低）方面，$TSM 以巨大优势胜出。
· 个股论点
对比ASML、TSM和AMD，认为TSM在非对称回报上优势巨大。
英文原文
@Docofgothm @pepemoonboy $ASML tracks fab cycles. $TSM is a measurement of AI buildout as a whole. No reason to go with ASML in that case. In terms of raw upside, maybe $AMD wins at this point, but asymmetrical returns (lowest downside for upside) $TSM wins by an enormous margin.