Capital is willing to pump $Taiwan Semiconductor(TSM.US) , but not willing to pump $NVIDIA(NVDA.US) , what's the logic behind this?

LongPort - SSerpens
SSerpens

$Taiwan Semiconductor(TSM.US) has repeatedly hit new highs in its performance, and $NVIDIA(NVDA.US) is definitely not far behind. The market is really too strict with this PE ratio.

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