$Taiwan Semiconductor(TSM.US) An elite moat company with strong demand and partnerships with other major tech companies like Nvidia, Apple, AMD and more. Sure the recent Oracle and Broadcom pullback has certainly affected TSM's Stock price, but it's hard to ignore the fact that TSM has >90% advanced share, backed by an average 26% ROIC and consistently beating earnings estimates. 30 day moving average holds strong at ~$275+, a consolidation at this range won't be surprising till the whole AI market starts to rally again. @Bridge Buzz SG