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  • 10baggerbamm : The only risk is China to the company and obviously Taiwan semiconductor is building fab facilities in other countries including Arizona however these are much smaller in size than what is in Taiwan and they will generate lower profits because they're smaller and they're not gonna be up online for a few years. So that is the risk is what will  Is China do. Aside from that the company is firing on all cylinders they have outstanding management their customers are the hyper scalers and every other company around the world they're building for

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