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Jan 27 at 03:05 PM
$Taiwan Semiconductor(TSM.US)is a premium-quality core holding with exceptional growth fundamentals.
TSMC’s dominant position as the world’s leading foundry with 2nm technology leadership creates an unassailable competitive moat, supported by accelerating AI revenue contribution exceeding 10% of total revenue in 2025. But be warned, geographical tensions surrounding Taiwan create regional concentration risk despite ongoing international expansion in Arizona and Japan posts a threat and carries some risk. @Bridge Buzz SG
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