BUY-->TSM Taiwan Semiconductor Manufacturing Company Limited $154.803.67(+2.43%)11:20 AM 04/11/25 NYSE |$USD |Realtime This is a controversial move. But China today exempted US Chip co's that get their manufacturing outsourced-- My immediate thought was GFS Global Foundries -- that was my whole thesis... they had capacity.. but they are US mostly based and my thinking was we would use them more for lack of China chips.. But looking at stocks this reaction in Taiwan semi tells me they will reap the benefit of this loophole. China tariffs exempt U.S. semiconductor companies that outsource manufacturing: report SA NewsToday, 8:54 AM
TSX metal stocks looking strong here. I like most TSX Copper and Silver stocks to regain all lost ground since that tariff debacle. Gold stocks I am wary of a rug pull moment and I keep missing the main moves ( mostly because I haven't traded them in ages ). Oil stocks are a selective play I pulled almost all my money out of them for now but the strong Oil days are tradable. Copper stock recovery plays : ERO Copper, Hudbay, Taseko, Capstone Oil stock trades : Athabaska, MEG Energy, Veren, Baytex Silver stocks : MAG Silver, Aya Silver, Fortuna ( already moved ), Silvercorp I averaged down Endeavour Silver is a big mover but hasn't been trending well lately. Capstone and Baytex got hammered so they are riskier trades unless the commodity soars. I suspect the logic is they are high cost producers. However, the traders will pile in if it does Baytex was up 23% one day then dropped it all the next. If things settle Athabaska is a money making machine with no debt. Baytex has US operations and could be a takeover target. They are however the best and the worst Cdn Oil stocks in recent years. I am starting to track smaller cap silver and copper stocks that the Sprott funds own. Mainly as trades but if metals continue to boom these are the kind of stocks that can fly.
It's all out of our control. This is nothing but my hopes and prayers... the timing, it's all a toxic brew. But I think we nailed it.
Should go back to $24+ Cdn. Could go a lot higher in certain situations. I added some Amerigo Resources ( profitable Copper miner ) today. Tracking III another one but it jumped on me and had a sizeable spread.