I added to my position in Taiwan Semiconductor Manufacturing Company (NYSE:TSM) following recent risk-driven weakness. Concerns raised by Morgan Stanley about potential disruption in the Strait of Hormuz and Taiwan’s LNG-dependent power grid highlight near-term vulnerabilities. However, these risks reinforce TSMC’s strategic importance, as it produces around 90% of advanced AI chips. Any supply shock would likely tighten global chip availability, strengthening long-term pricing power. I view the current uncertainty as an opportunity to accumulate a critical enabler of AI, with strong structural demand outweighing temporary geopolitical and energy-related headwinds
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 331.97 0 | +4.83% Closed |
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- cheezi·03-20Brilliant call! TSM's AI chip lead is unshakable, short-term wobbles just a buying chance. [看涨]LikeReport