peepie
09-28

$Taiwan Semiconductor Manufacturing(TSM)$ No fundamental reason to sell. Demand is high for chips, Arizona and Japan plants will soon be producing more chips which equates to more revenue and the ability of the company to scale production. If it returns 30-50% per year, I'm not going to sell because of 1 down day. If the fundamentals do go negative, like chip demand going down or the AI related companies (meta, google, tesla, etc) pause their purchasing, then I WOULD LOWER MY EXPOSURE.

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