$Taiwan Semiconductor Manufacturing(TSM)$ I increased my position in TSM, aligning with a notable global rotation into non-US equities. BofA data shows long-only funds shifting capital away from US stocks while channeling significant inflows into Emerging Markets and Asia Pacific. TSM stands out as the most widely held stock globally, with 92% ownership, reflecting strong institutional conviction. Additionally, it is categorized as a “Crowded Positive,” supported by robust triple momentum. This combination of capital inflows, positioning strength, and momentum reinforces my confidence in TSM’s continued outperformance.
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