The Earnings Season is very important in the U.S. Stock market. I wonder a wise trader would buy what and sell what.

As you can see from this chart, in the second quarter of 2023, TSM has seen a major growth. TSM, namely Taiwan Semiconductor Manufacturer, is the world's top chip producers. Those high-end technologies, including AI, and even military weapons of US rely on chips produced by TSM.
Many analysts have expected a decline in the third quarter, and still many are optimistic about its potential development. Under the context of US-China chip war, are you o...