TacticzHazel
@TacticzH

Long-Term Investor | Focus on Quality Fundamental Analyses and Insights | Join 5000+ readers: tacticzhazel.substack.com | discord.gg/TnMvH66E3d

linktr.ee/tacticzhazel
Joined January 2022
2,210 Photos and videos
Full Investment Thesis - Taiwan Semiconductor Manufacturing
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Taiwan Semiconductor Manufacturing (TSMC) - Deep Dive

It still surprises me that every time I mention TSMC to someone who does not invest, they have absolutely no clue what I am on about. Most people in the world have no idea what TSMC is or what they

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Did China just kill ASML's moat?

Everyone is panicking about the wrong China risk. The DUV news is making headlines, but the thing we should be worried about is the MATCH Act. Yesterday was a tough day for Semis and ASML in

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The Bottleneck in AI is Energy, but not in China

China has a big ‘‘secret’’ weapon in this AI race. It’s not cheap labor and it’s not a fast-growing economy. It’s a lot of very cheap energy, ready to be used. China spent the last decades building an

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Portfolio Update June 2026

Good day to you all! I have not shared my portfolio in public for a while, so I thought it was time to give everyone an update. I do these on a monthly basis on Substack, so if you like them and/or my

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Is the hype around Churchill Capital Corp XI justified?

CCXI 11.14%↑ is making waves this week on FinX. Some big names (Serenity most noteworthy) are turning bullish and this actually leads to quite a bit of momentum. Should you tag along and follow the

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A Beginner's Guide to Physical AI

A complete overview of the Physical AI landscape and all the companies you should know about. NVIDIA CEO Jensen Huang: The next wave of AI is physical AI. AI that understands the laws of physics. AI

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Eli Lilly Deep Dive

1. Introduction Some of you might know that I’ve been been a Novo Nordisk shareholder for quite a while now. During that period I’ve done my fair share of research into Eli Lilly, but to be honest, I

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Novo Nordisk - Investment Thesis Updated

It has been almost a year since I posted my Novo Nordisk Deep Dive. I believe it’s still one of the best pieces I’ve written and also probably the most comprehensive deep dive on the company you can

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A Beginner's Guide to Photonics

An overview of the photonics-landscape and the companies that make it happen. Photonic stocks are hot right now. That’s because Photonics could decide what the next era in AI will look like. Not too

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Why the P/E ratio sucks

By far the most widely used metric in the stock market is the P/E ratio. Beginners, pro’s, moms, my niece and her dog use it. Everyone uses it. But, should we actually do that? Should we use it at

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Constellation Software - Deep Dive

1. Introduction 10.000+ words - Full Investment thesis on Constellation Software. After spending my last few weeks thoroughly researching CSU, I now welcome you to my Deep Dive. I believe that this

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The Novo and HIMS Saga explained

First the news: Hims launched a copy of the Wegovy pill at $49 per month. They are basically trying to undercut Novo here with their compounded version of the Wegovy pill. The price undercuts the

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