everyone's staring at tonight's CPI but the print i actually care about is $Taiwan Semiconductor(TSM.US) on Thursday. it's the AI chip bellwether, it makes the silicon for Nvidia, Apple and AMD, so its guidance is the least-biased demand read in the whole trade. after this week's memory scare, a strong TSMC guide would basically end the "AI is topping" argument. holding into it, not adding before earnings.
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