中文翻译
我持有三星、$TSM 和 $INTC 的敞口。它们就像火、水和草系初始宝可梦，选哪个都不会错。- 三星：在存储和代工领域拥有高上行空间，正在承接台积电的溢出订单。- $TSM：拥有惊人的盈利能力/增长，且被广泛使用，产能已满载。- $INTC：基本上由美国政府兜底下行风险，一旦完成建设，相对于 $TSM 有巨大的上行空间。我相信它们在2026年都会大幅跑赢大盘。
· 个股论点
看好三星、台积电和英特尔，认为2026年三者均将大幅跑赢大盘。
英文原文
I have Samsung, $TSM, and $INTC exposure. They're like Fire, Water, and Grass starter Pokemon, can't go wrong with any. - Samsung you have high upside with memory + foundry capturing overflow from TSM. - $TSM, has insane profitability/growth + everyone uses them and they're maxed out. - $INTC is basically US gov capping downside risk + large upside to $TSM once they finish buildout. I'm sure they'll all strong outperform 2026.