Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
$Taiwan Semiconductor Manufacturing(TSM)$ The AI Supercycle: How TSMC is Engineering the Future in 2026 If the global economy has a heartbeat, it’s currently vibrating at the frequency of a semiconductor. As of March 2026, Taiwan Semiconductor Manufacturing Company (TSMC) isn't just riding the wave of the "AI Supercycle"—it is the ocean itself. Between record-breaking revenues and a high-stakes transition to the next generation of chip architecture, the company has proven to be the ultimate engine for both global tech and long-term portfolios. The Reward of Patience: A Two-Year Retrospective For investors who recognized the potential of the silicon giant back in 2024, the rewards have been life-changing. Two years ag