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TSM's stock hit a new high. Can AI demand really last for years as the CEO claimed?
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Just something to think about

$Taiwan Semiconductor (TSM.US)$ nvda is cannibalizing every chipmaker. Customers are racing to build the best AI with nvda chips. TSMC is cannibalizing everyone that produces the chips, samsung out, intc out.
tsmc will report a monster earnings today, this stock easily jump 25-30% tomorrow
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