$Taiwan Semiconductor Manufacturing(TSM)$  Ignore the noise. Fundamentals are solid and TSMC the true pick and shovel stock. It will prevail again and show its prowess in its next earnings. Nvidia faulty chip is their design flaw not TSMC Intel poor earnings is good news for TSMC Overseas expansion and increased CAPEX will reinforce their moat Tech improvement regardless of AI will always be required for Apple, Intel, AMD etc. to remain competitive. TSMC is just there to provide the platform for them.

$Taiwan Semiconductor Manufacturing(TSM)$  Intel's poor earnings should not have a negative impact on TSMC but have a positive impact instead.  1. Intel foundry lost to TSMC. 2. Intel chips are inferior to AMD's due to nm constraint. Thus, lost market share to them due to superior AMD chips manufactured by TSMC. 3. Intel should have procured from TSMC much earlier instead of recently to have a chance against AMD. Intel will have to outsource more of its chip manufacturing to TSMC to keep up while it improves its own foundry tech concurrently. 4. Foresee TSMC to have more orders from Intel therefore further improving its earnings. 5. Intel is still a few years out to catch up with TSMC. 

$Clover Health Corp(CLOV)$HODL

$Taiwan Semiconductor Manufacturing(TSM)$  Waiting for the hike in their chip prices and manufacturing plants to be completed. The increase in price plus volume, coupled with constant technological advancements show how positive TSMC outlook is.