NVIDIA
Traded Value$Taiwan Semiconductor(TSM.US)
Machines can be bought but culture cannot be copied. I am investing in the relentless work ethic of TSM engineers.
When a machine breaks down at 2 AM in Taiwan it gets fixed immediately. In other countries it might wait until Monday morning. That speed and discipline is the real competitive advantage here. You cannot put a price on that kind of execution.
@Bridge Buzz SG
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
