$Taiwan Semiconductor Manufacturing(TSM)$ since the second half of last year, my main focus has really been on gold and TSMC. But now that it seems like the U.S. is avoiding a recession, I’ve come to the conclusion that gold probably won’t be able to keep up. At this point, my core investment is all about TSMC. It just feels like the stronger play. Gold had its moment as a safe haven, but with more certainty in the economy, I think TSMC’s growth potential far outweighs what gold can offer right now. I’m locking in on TSMC because that’s where I see the future.
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