# Winning Trades

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  • Wade Shaw
    ·2025-10-13
    TSM’s 3nm at 95% capacity—AI demand alone makes holding smart!
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  • Phyllis Strachey
    ·2025-10-13
    Arizona plant costs bite margins—will that hurt Q3 results?
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  • Jo Betsy
    ·2025-10-13
    CoWoS hits balance in 2026—will AI demand cool off then?
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