$SK Hynix(SKHY.US)$Taiwan Semiconductor(TSM.US)
Just my humble opinion for reference, not an in-depth analysis.
I think the funds that previously bought TSMC will gradually shift to Hynix, just like those who bought NASA all went to SPCX. In the short term, there's definitely going to be a sharp rally. Moreover, Hynix is different from SPCX; it has technology and orders, leading to solid gains. Therefore, the price range of 130-160 is still very worth blindly building a position in.
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