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My attempt at a reasonable AI/semis portfolio:

MSFT - 10%
INTEL - 10%

Nvidia - 15%
SMSN - 15%
Goog - 15%
ASML - 15%

TSMC - 20%

Interested if anyone thinks I got this hugely wrong.

I don't like when animal advocates are too confident about their approach and are critical of other advocates. We are losing badly, meat consumption is still skyrocketing! Now is time to be humble and open-minded. Meta-advice: Don't be too critical of the critical either!

If you cannot tell Duncan Sabien is an abusive person from reading his facebook posts you should probably avoid weighing in on community safety. He makes his toxicity and aggression extremely obvious. Lots of people have gotten hurt.

(Of course there is other evidence, like the fact he constantly defends bad behavior by others. He was basically the last person publicly defending Brent. But he continues to be conisdered a community leader with good judgment)

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