$Taiwan Semiconductor Manufacturing(TSM)$ I added to my position in TSM as global fund flows continue to rotate decisively away from US equities toward Emerging Markets and Asia Pacific. BofA data shows over $17.6 billion flowing into EM and $14.9 billion into Asia, while US stocks faced heavy outflows. Notably, TSM stands out as the most widely held stock among long-only funds, with 92% ownership, reinforcing institutional conviction. As a “Crowded Positive” with strong triple momentum, TSM continues to benefit from both capital inflows and structural semiconductor demand, supporting its upside potential.
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