$Taiwan Semiconductor Manufact

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$Taiwan Semiconductor Manufacturing(TSM)$ Market seems to fear geopolitical uncertainties. I believe these can be absorbed, but not without measurably elevated volatility. China needs TSM to prosper, now more than ever; but that is me talking, for what it’s worth. Re Trump, his posturing may inspire increased competition for TSM, but at some level that eventuality should be priced into the TSM stock. I have plenty of room in my portfolio to add more semiconductor stocks, once I judge the bottom of the current correction has passed.

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