$Taiwan Semiconductor Manufacturing(TSM)$ in 2022 crash I loaded up on TSM on specifically AI play. This was before chatGPT.
Didn’t do nvidia because google uses TPU and Microsoft and meta are making their own as well —- all manufactured by TSMC of course
I thought the AI boom was gonna happen in like 2025. But then chatGPT went viral November 2022 and nvidias the only player in town for most big labs
Still doubled by tsm investment .
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