$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ Demand for the best chips will stay strong.

Well I just bought more at 200, all I see in today’s news is that the competition in software is alive and well. All this means is that these companies will be able to get more better ai to the masses quicker. This means more value created, which means more justification for all this capex. We’ll find out more on Wednesday and I look forward to it.

Again I stand by the fact that to deliver ai to the masses ai infrastructure will have to keep expanding aggressively for a long long time.

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