$Taiwan Semiconductor Manufact

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$Taiwan Semiconductor Manufacturing(TSM)$ With all the focus on AI, I'm feeling more confident about the long-term growth for TSM and NVDA. It seems to me that every AI business relies on them; without TSM and NVIDIA, a lot of this just wouldn't be possible. NVIDIA's GPUs are also way more efficient to work with than other options, like Google's TPU or ASIC chips, especially for smaller companies. And of course, all those chips are made by TSMC.

I understand the price can drop along the way, but I think it will eventually go up. It's a matter of patience. After seeing the news about NVIDIA starting a profit-sharing business with cloud companies, I'm considering adding more NVDA shares around $180 and building a bigger position if it goes under $165.

As for TSM, buying at the current level isn't really my style. A forward P/E around 20 seems like a safer long-term entry point to me, and it's currently near $320.

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