金恒瑞
2025.11.11 20:59

$Taiwan Semiconductor(TSM.US)Tonight at Hong Kong's Lan Kwai Fong, I ran into a TSMC employee on vacation who said the order volume is ridiculously high, overflowing, everyone in the company is buying their own stock, and they've gone all in. The actual EPS is higher than reported, so I quietly placed an order to buy.

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