$Taiwan Semiconductor Manufact

The Market is suddenly willing to overlook the geopolitical risk for TSM. I believe tension will not escalate, not because they're good guys but because it's not in their interest. TSM has a wide moat in a 'hot' space, and absent political drag the shares will likely climb. Also, TSM will receive significant US Government funds as part of the effort to secure supply chains. The issue is timing; after the run-up perhaps it's better to wait for at least a minor pullback before adding, but, as always with investing...perhaps not.

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