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<p>$TSM is getting interesting. 👀

Taiwan +3.1% overnight.
TSM ADR +1.2% to ~$420, despite US 10Y yields pushing toward 4.78%.

That divergence matters.

AI demand remains strong, TSMC sits at the manufacturing bottleneck of the AI supply chain, and semiconductor risk appetite is refusing to fully confirm the rates pressure.

Watching $424–427 for a real reclaim.

Great company ≠ automatic buy.
Price confirmation first.

$TSM $NVDA $AVGO $SMH #AI #Semiconductors</p>

$TSM is getting interesting. 👀
Taiwan +3.1% overnight.
TSM ADR +1.2% to ~$420, despite US 10Y yields pushing toward 4.78%.
That divergence matters.
AI demand remains strong, TSMC sits at the manufacturing bottleneck of the AI supply chain, and semiconductor risk appetite is refusing to fully confirm the rates pressure.
Watching $424–427 for a real reclaim.
Great company ≠ automatic buy.
Price confirmation first.
$TSM $NVDA $AVGO $SMH #AI #Semiconductors

$TSM is getting interesting. 👀 Taiwan +3.1% overnight. TSM ADR +1.2% to ~$420, despite US 10Y yields pushing toward 4.78%. That divergence matters. AI demand remains strong, TSMC sits at the manufacturing bottleneck of the AI supply chain, and semiconductor risk appetite is refusing to fully confirm the rates pressure. Watching $424–427 for a real reclaim. Great company ≠ automatic buy. Price confirmation first. $TSM $NVDA $AVGO $SMH #AI #Semiconductors

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