$Taiwan Semiconductor Manufact

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$Taiwan Semiconductor Manufacturing(TSM)$ This is the only real unheralded AI play still left. This is the only company that is actually making the chips for everyone, including Nvidia. Ridiculously profitable but also ridiculously cheap for some reason. The investor community hive mind thinks the geopolitical risk factor is enough to warrant the massive discount to the stock vs both the market as well as other semi players. That’s absolutely nuts. If anything happens to TSM, all the other companies dependent upon it are also toast. Which is basically the entire semiconductor industry; which is basically the entire economy.

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