TSM Taiwan’s official response suggests the expanded rare earth export ban from China won’t have a significant direct impact on TSM’s semiconductor production. Most of the rare earth materials used come from the US, Europe, and Japan. While the restrictions could affect sectors like EVs and drones globally, Taiwan’s supply chain for semiconductors seems resilient. This actually boosts confidence in the outlook — I’ll be looking to build positions on dips next week. 📈
TSM Rate earth witheld by China - opened a new Tariff dispute so Without ingredientsTSM cant operate at scale u guysTSM running puts avging in with more on monday if it continues to move higher but not expecting any significant climbTSM I'm expecting some retrace after this late run, at which point it's good to go long again or increase position.TSM (TSMC) - 47.6% undervalued per recent evaluations, with strong earnings beats and price movements tied to semiconductor demand; up amid global stock gains.
TSM what this be called a Bull-Trap?TSM 225 before end of OctoberTSM Loaded up heavy at $190 — nice move, TSM, keep it going!
