Contrarian’s Take: Why Taiwan Semiconductor Might Just Break My Bank (And Yours)
Here’s the thing: TSMC isn’t just sitting pretty at $1.2 trillion market cap-it’s clawing its way up with the kind of relentless ambition that makes me want to both applaud and hide under my duvet. A 150% rise to hit $3 trillion? Sounds absurd, doesn’t it? Like expecting your ex to suddenly start texting you thoughtful good morning messages. But then again… stranger things have happened. Especially when AI is involved.