SMCI
Super Micro Computer
-- 42.000 NVDA
NVIDIA
-- 138.630 TSLA
Tesla
-- 357.090 MSTR
MicroStrategy
-- 380.300 MARA
MARA Holdings
-- 25.630 
$Taiwan Semiconductor (TSM.US)$ JP Morgan Chase pointed out ...
$Taiwan Semiconductor (TSM.US)$ JP Morgan Chase pointed out that thanks to its tightly integrated packaging technology, leading process technology, and extensive customer ecosystem, Taiwan Semiconductor's moat in the field of Al semiconductors seems wider than its previous product cycles.
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