Taiwan Semi (TSM) might be a reasonable way to benefit from the upside of fabless semiconductor companies such as NVDA (and TMTA) with a lower risk level. Although not dirt cheap, TSM looks pretty appealing from a long-term risk-reward standpoint. FWIW. Dew (P.S. I don’t own any TSM yet but have it on my “watch” list.)
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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