$Taiwan Semiconductor(TSM.US)For me, TSMC is not a clear “buy” today, but rather a core long-term holding to accumulate on weakness. Means buy when it dips!

The company’s unrivaled position in advanced semiconductor manufacturing and AI-driven demand is undeniable. However, the stock appears technically overbought after a significant rally and is trading at a premium valuation.

The smart strategy would be to wait for a pullback to more attractive levels or initiate a very small, phased position. @Bridge Buzz SG

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