$Taiwan Semiconductor(TSM.US)
Tech is seeing a broad rotation today, and TSM is getting pulled down with it as traders take profits ahead of mid-July earnings.
I still see the core story as intact. TSM remains the key foundry behind the global AI and infrastructure buildout, and the Arizona advanced packaging approval adds another clear step toward long-term capacity growth.
To me, this selloff looks more like positioning pressure than a change in fundamentals. Real supply chain advantage does not disappear in one afternoon.
@Captain's Treasure
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