$Taiwan Semiconductor Manufacturing(TSM)$ I increased my position in TSM, aligning with the recent global rotation into non-US equities. BofA data shows long-only funds are reallocating capital away from US stocks toward Emerging Markets and Asia Pacific, with significant inflows supporting the region. TSM stands out as a top conviction name, held by 92% of global long-only funds. Its inclusion in BofA’s “Crowded Positives” with strong triple momentum reinforces institutional confidence. This combination of capital flow, positioning, and momentum strengthens the case for continued upside in TSM.
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