$Taiwan Semiconductor Manufacturing(TSM)$
The Market is suddenly willing to overlook the geopolitical risk for TSM. I believe tension will not escalate, not because they're good guys but because it's not in their interest. TSM has a wide moat in a 'hot' space, and absent political drag the shares will likely climb. Also, TSM will receive significant US Government funds as part of the effort to secure supply chains. The issue is timing; after the run-up perhaps it's better to wait for at least a minor pullback before adding, but, as always with investing...perhaps not.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
