


TSMC has finally broken out with an independent trend benefiting both ASIC and NVIDIA GPU. However, in the previous year, it was dragged by NVIDIA's trend but couldn't match NVIDIA's gains. This time, it finally benefited from Broadcom's positive news. Logically, TSMC is the underlying foundation that both routes cannot bypass, with an absolute moat. However, it took a full year to realize this logic by buying in.
$Alphabet(GOOGL.US)$Taiwan Semiconductor(TSM.US) Continue to increase positions, 10 shares each.
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