$Taiwan Semiconductor(TSM.US)

The massive trading volume we saw today is quite remarkable and shows how much attention is on TSM right now. While external factors like trade policies are causing some noise, the core business remains incredibly healthy with record margins.

I prefer to focus on the fact that every major tech giant still relies on TSMC for their most advanced processors. Buying the leaders in the industry during a panic has historically been a winning strategy for me.

@Bridge Buzz SG