$Taiwan Semiconductor (TSM.US)$ when politics matter you be...

you better pray that Donald Trump wins if Donald Trump is fortunate enough to win the concern over China invading Taiwan it goes away it's done it will not happen for 4 years.. and Chip stocks within a 12 to 18 month period will hit new all-time highs.. the problems for the sell-off and the concern over Taiwan Sami and the reason since July 11th for this bloodbath and text socks over the risk of fulfillment and there must be diversification outside of TSM to the US you know damn well Intel is not capable of doing anything right they're foundry in California that's all set up as woke from the chips act will not be completed until probably late 28-29. so there really is no alternative to Taiwan semi however you need to have Trump win to alleviate this major overhang this major risk of China invading Taiwan. early on in this current clowns administration the United States took a stance that we sided with Taiwan and we would protect Taiwan in the event of an invasion but like everything else the people that are controlling his arms and his mouth when he's reading his teleprompter the puppet Masters about a year ago that stance changed. when Donald Trump gets in office he has a way of doing deals of flexing his muscle and foreign leaders respect him and it creates a lose-win environment meaning they lose the United States wins and it's business as usual at that point and everybody figures out a way to make money and everybody is happy because there is peace and stability. so there's some food for thought to go along with your morning coffee.

that's my two cents