Taiwan Semiconductor Stock Discussion

We have seen how the semiconductor stocks were all in the rage, with some of the big names gaining more than 20%, like Broadcom (AVGO) surge 24%.
This also makes Nvidia (NVDA) and Taiwan Semiconductor (TSM) and the rest of the names in semiconductor space, pretty unstoppable in their rally.
Then we start to see these semiconductor names fell after the Trump rally start to diminish.
And we can see that NVDA has shown tha...

The AI theme is undoubtedly one of the most important global trading trends in 2024. Driven by the AI boom and chip demand, NVIDIA briefly became the world's largest listed company.
Specifically, tech giants have accelerated AI capital expenditure, with hardware sector companies such as NVIDIA, Broadcom, TSMC, TSM, and VRT performing impressively as direct beneficiaries. Extended concept companies in energy and nuclear power like VST, CEG, and NRG have also...