
"So, what am I doing right now? TSMC is pulling back, not because the business is broken, but because the market is uncertain. That's the gap real investors live in. I'm watching, waiting, and when the indicators flash green, I'm buying. Small size, core position, long hold. This is not a trade. It's a long-term bet on the infrastructure behind AI."
The speaker outlines a strategy to buy TSMC when technical indicators confirm market compression, positioning the stock as a long-term infrastructure play in the midst of geopolitical undervaluation. The emphasis is on waiting for confirmation rather than chasing short-term green candles.
TSMC Just Changed Everything — But Nobody Noticed
October 18, 2025
Stock Idea