NVIDIA$Taiwan Semiconductor(TSM.US)
The market is distracted by "Trump vs. Fed." I focus on physics. The Fed can print unlimited dollars, but they cannot print a 3nm wafer. TSMC operates in a reality politicians can't touch.
Political theater is temporary; dependency is permanent. The US economy relies on TSMC regardless of who is in power. I don't trade headlines. I bet on the bottleneck the entire world must pass through. I'm staying put.
@Bridge Buzz SG
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