$Taiwan Semiconductor Manufacturing(TSM)$ other than google, i have been bullish about tsmc. The simple fact that they are the largest chip makers in the world is enough to bet on their growth. If the other big players are able to compete with them and take away their mkt share, they would have already done so. Hence, it is no brainer that they will continue to build on their competitive advantage to become sustainable. Yes, the tariffs may hurt their bottomline since their closest and biggest customers will be hit hard but the tariffs will not likely stay forever. Short term turmoil is expected with Trump. Set your horizon further. You will do fine. I am invested.
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