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Long $MSFT Short $TSM

BEARISH by u/Viott | Jul 02, 2026 | 1↑ 0 comments | 38 views | VIEW ON REDDIT

$MSFT$TSM

$MSFT MICROSOFT CORPORATION TECHNOLOGY EQUITY SIMULATION

$510.48

+13.66 (+2.75%)

LAST PRICE · 15 MIN DELAY

DAY CHG +2.75%

5D CHG +1.07%

30D CHG +29.87%

$TSM TAIWAN SEMICONDUCTOR MANUFACTUR TECHNOLOGY EQUITY SIMULATION

$410.12

-8.84 (-2.11%)

LAST PRICE · 15 MIN DELAY

DAY CHG -2.11%

5D CHG -4.84%

30D CHG -5.19%

AI SUMMARY — Microsoft's XBOX division entering the semiconductor market poses a competitive threat to Taiwan Semiconductor Manufacturing Company (TSMC), potentially impacting TSMC's market share and profitability. The post suggests AI demand remains strong despite competitive pressures, but TSMC faces execution risks from new entrants like Microsoft.

TICKER	MSFT	USER	u/Viott
RATING	BEARISH	ENTRY	$390.91
POSITION	12 sh SYN	BOOK VAL	$4690.88
CURRENT	$510.48	P&L %	+30.59%
CURR VAL	$6125.76	P&L $	+1434.88

TICKER	TSM	USER	u/Viott
RATING	BEARISH	ENTRY	$437.62
POSITION	11 sh SYN	BOOK VAL	$4813.88
CURRENT	$410.12	P&L %	-6.29%
CURR VAL	$4511.32	P&L $	-302.56

XBOX entered the Chips market

⚠️TSMC longs about to lose their shirts⚠️

AI trade still going HAM 🚀🚀🚀