$Taiwan Semiconductor(TSM.US)
Chip stocks are rebounding after last week’s profit taking. TSM is regaining momentum as fear fades and accumulation returns.
AI infrastructure still depends heavily on one foundry network. Short-term swings look more like sentiment noise than any real hit to utilization or pricing power.
I’m watching order trends, not daily moves. True compounders need patience through corrections and focus on long-term hardware dominance.
@Bridge Buzz SG
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