Missiles in the Middle East, chips in Taiwan. The market is getting pulled by both geopolitics and AI demand. Deepwater just cut about 90% of its $TSM position, yet Taiwan Semiconductor still sits at the center of the AI supply chain with massive margins and strong revenue
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Missiles in the Middle East, chips in Taiwan. The market is getting pulled by both geopolitics and AI demand. Deepwater just cut about 90% of its $TSM position, yet Taiwan Semiconductor still sits at the center of the AI supply chain with massive margins and strong revenue