$Taiwan Semiconductor Manufact

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$Taiwan Semiconductor Manufacturing(TSM)$ The situation seems clear. TSM is the class act in manufacturing the most sophisticated AI chips guaranteed to be in short supply for the foreseeable future. Over time Intel and others will inevitably 'catch up'...but for now there is no significant competition for production of the highest end chips. The downside...geopolitical risk, is negligible for the moment since it's simply not in China's interest to precipitate a geopolitical crisis.

TSM is undervalued.

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