Nice post. I’ve been thinking along the same lines and made some investments last year. Perhaps a Discord chat group would be better suited to discuss this, I’d join.
TSMC is a giant when it comes to semiconductors that cannot be ignored, but there are risks related to China-Taiwan tensions. I’m invested, but I also have out-of-money puts for protection.
When it comes to robotics, have you looked at ISRG?
There’s a Discord channel called EA/LW Investing with about 150 people. I don’t have permissions to generate invite links, but if you DM me your Discord username, I can ask someone to you add if interested.
I have not looked at ISRG for quite a while. I occasionally look at smaller startups doing medical robotics. But the FDA slows down innovation in this area enough that I’m unlikely to invest in this area anytime soon.
Nice post. I’ve been thinking along the same lines and made some investments last year. Perhaps a Discord chat group would be better suited to discuss this, I’d join.
TSMC is a giant when it comes to semiconductors that cannot be ignored, but there are risks related to China-Taiwan tensions. I’m invested, but I also have out-of-money puts for protection.
When it comes to robotics, have you looked at ISRG?
There’s a Discord channel called EA/LW Investing with about 150 people. I don’t have permissions to generate invite links, but if you DM me your Discord username, I can ask someone to you add if interested.
I have not looked at ISRG for quite a while. I occasionally look at smaller startups doing medical robotics. But the FDA slows down innovation in this area enough that I’m unlikely to invest in this area anytime soon.