TSMC’s higher capital expenditure may pressure short-term profits, so the market is reacting to near-term cash flow. However, if AI demand continues to grow, today’s investment could strengthen its long-term competitive advantage. I also think some funds may rotate into more defensive sectors such as insurers like Prudential and major banks while investors wait for the next AI buying opportunity. A healthy rotation doesn’t necessarily end the AI story—it can simply create opportunities for patient long-term investors. This is just my market view, not investment advice.
O
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