$Taiwan Semiconductor Manufact

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Caroller
10-15 03:19

$Taiwan Semiconductor Manufacturing(TSM)$ Remember the DeepSeek scare. The Chinese didn't have to do much, and lots of tech stocks dropped into a bear market. Looking back, it seems overblown how easily people got spooked by Wall Street. You didn't see Warren Buffett or Elon Musk say much about it, maybe they didn't really know what to say either. This time they're hyping CXMT, and even Musk compares it to Chinese batteries or solar panels that may flood America. Musk also said he doesn't really know about making chips, which is a bit odd. The whole thing feels overrated. Even if something happens a couple of years from now, TSMC will continue to make advanced chips and make a lot of money.

TSMC fell from its 1/24/25 ATH of $226.40 to $134.25 on 4/7/2025, losing 40.7%. It took TSMC 66 days to climb back to $225.22 on 6/26/2025.

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