
Rocket Lab
Feed Explorer$Taiwan Semiconductor(TSM.US)TSM once gave me a small profit, but I didn't hold on and switched to NVIDIA. After observing for a while and continuing to educate myself, I felt the risks of NVIDIA were increasing, so I decisively sold at a high (and sure enough, NVIDIA continued to decline in the next two days). Today, even though TSM surged in the night session, I didn't hesitate to buy in. TSM's market cap is less than one-third of NVIDIA's, but the market's dependence on TSM is significantly higher. Unlike NVIDIA, which relies heavily on a few tech giants for most of its business—if these giants start developing their own solutions, NVIDIA would be in trouble. So, in terms of future growth potential and market dominance, I'm now more bullish on TSM. What do you all think?
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