Buy TSM by Aug 22, 2036.

I’m building a long-term portfolio and strongly considering TSMC for a 10% slot. Fundamentals seem genuinely strong to me, near-monopoly on advanced chip manufacturing, consistent revenue growth, and they’re the chokepoint underneath basically every major AI/semiconductor company. Several analysts predict they could outpace the S&P 500 over the next decade too. I’m deliberately skipping Nvidia for this slot since it’s already my largest indirect holding through other ETFs, TSMC gives similar thematic exposure one step back in the supply chain …