---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000401078.md"
description: "I am in camp B where caution is exercised. While adoption and application of AI is undeniable, many of the names like TSM are already priced for perfect and hence the "bubble talk". This coupled with the tensed geopolitics makes the AI trade fragile."
datetime: "2026-01-15T00:24:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000401078.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000401078.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000401078.md)
author: "[LazyCat](https://longbridge.com/en/profiles/16872684.md)"
generator: "portal-rs"
---

# I am in camp B where caution is exercised. While a…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**