1/ Titan invested in $TSM in 2021 because we wanted to own the preeminent “picks-and-shovels” provider for the semiconductor gold rush.

We recently increased TSM’s weight in the portfolio after becoming more confident in potential upside drivers. 2/ Our work indicates there may be meaningful upside to our base case for three items:

1. sales growth,
2. margins, and
3. capital allocation

Analyst Christopher Seifel (@2ChaseGreatness) breaks down our $TSM thesis below:

1/ We recently purchased shares of $COIN (@Coinbase) for clients in Titan’s Flagship strategy, as a “picks and shovels” bet on the booming crypto economy. Here’s a look inside our call with Coinbase’s IR Team: @coinbase 2/ We had three key takeaways from this conversation. First, @Coinbase does not equate regulating crypto with a crypto shutdown. $COIN

1/ 🚨 Seeing Around Corners: Uranium

#Uranium is becoming a popular topic in investing circles given the recent vertical move in spot prices

Two months ago, @titanvest VAR identified the multi-year secular trend & invested in two leading uranium mining stocks.

How we did it ⤵️ 2/ Structural Supply Deficit

LT supply rationalization by the 2 largest uranium producers caused a supply deficit in 2018 (1st time since Fukushima).

The firms committed to production cuts until prices rose above sustainable breakeven levels ($55-$60 / lb vs. ~$30 in July).

At Long Last, $NFLX Goes Gaming: Titan's Take

This week, Netflix announced that Mike Verdu would be its new Vice President of Game Development, leading the company’s efforts to expand into the fastest-growing entertainment medium around. /1 The $NFLX executive team has hinted at a more forceful move into gaming, even mentioning the popular game Fortnite as a direct competitor. /2

The Present Holds The Answer 🌱

Why effective investors don't need to predict the future, a thread ⤵️ At Titan, we understand that forecasting is especially difficult when it comes to financial markets, given their inherent complexity.

This creates a dilemma for investors who view the investing “game” as a competition of forecasting ability. 🔮 /1

Nuclear Conviction: Titan's Investment In #Uranium 📈

Titan is now invested in uranium, the mission-critical feedstock for nuclear power generation. We've expressed this thesis by investing in two leading uranium mining stocks: NexGen Energy $NXE and Denison Mines $DNN. We're incredibly bullish on nuclear power - and its primary feedstock, uranium - as a multi-year secular trend for three primary reasons. A quick thread ⬇️

1/ Over the past week we've received a record amount of inbound questions from new investors about what's going on in the markets.

The most important one in our view is what the path looks like *going forward* coming out of this past week's events.

👇 A QUICK THREAD: 2/ First of all, this is not a one-time event. A paradigm shift has occurred.

What we're witnessing is not something that just suddenly emerged over the past week, but has rather been brewing beneath the surface for years, driven by decades of pent up frustration.