$Taiwan Semiconductor(TSM.US)

I honestly don't know which AI company will win the race. Maybe it is OpenAI or maybe it is Google. It is too hard to predict.

​But I know one thing for sure. They all need chips to run. TSM is the factory that makes chips for everyone. I prefer owning the factory rather than gambling on the software. It helps me sleep better at night.

@Bridge Buzz SG

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