NVIDIA$Taiwan Semiconductor(TSM.US)
I am holding TSM exposure, with the market now clearly focused on upcoming earnings and forward guidance around AI demand.
At current levels, a lot of the AI optimism is already priced in. In the short term, if guidance does not get meaningfully upgraded, volatility is likely to increase.
I am not reacting to short term noise or headline swings. The key variable is still the strength of AI demand and how management frames the outlook.
@Bridge Buzz SG
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