$Taiwan Semiconductor Manufact

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$Taiwan Semiconductor Manufacturing(TSM)$ The sharp decline reflects a confluence of a sudden and expected rotation into small caps and resurgent geopolitical concerns due to nominee Trump's comments about charging Taipei for defense. The rotation will run its course and reverse, and the geopolitical panic will, as it always does, subside in the absence of actual action. The shares haven't declined enough to present a real buying opportunity, but this is certainly not the time to sell. Just ignore the market for a couple of weeks. Remember, there is really no competition in sight for 2nm chips, so the pricing power of TSM will be profound.

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