$Taiwan Semiconductor Manufacturing(TSM)$ AI is barely 4 years into its mainstream boom, and it is still growing exponentially. Companies are investing billions, buying more chips, and expanding AI infrastructure. The main beneficiaries are $NVIDIA(NVDA)$ and TSM. NVIDIA's $235 billion buyback authorization adds another reason to pay attention. Yet investors are selling? Exponential growth, massive investment, soaring demand. Short-term market fear is not the same as the long-term AI opportunity. We are still early.
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- Blinkfans·10-26 17:30TOPI agree NVIDIA's $235 billion buyback authorization adds another reason to pay attention. Yet investors are selling? Exponential growth, massive investment, soaring demand. Short-term market fear is not the same as the long-term AI opportunity. We are still early.1Report
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