Post
george
beatingthetide.com
did:plc:rojaoamxm2lzshth3yqq4ok4
The AI super cycle is a multi-year trend. $TSM is positioned to benefit from hyperscaler spending. Position up +102%. #InvestingWisdom #AI #Semiconductors
https://www.beatingthetide.com/p/why-im-raising-my-tsmc-taiwan-semiconductor-tsm
2026-08-10T18:20:03.764Z