NVIDIA$Taiwan Semiconductor(TSM.US)
The tech world is full of invisible assets like code and algorithms. TSM is different. It is tangible.
You can kick the tires of their factories. They own the real estate and the equipment that powers the digital world. When the hype fades people will remember that you still need physical silicon to run the software. I feel safer holding the physical foundation of the internet.
@Bridge Buzz SG
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