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- $474.00 +14.5%
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I'm long on TSMC as a "tollbooth" stock for semis because I don't have to pick winners and losers; TSMC grows regardless of which chip designers ultimately do best. I see "physical AI" is being hyped as a sort of post-LLM growth story by Jensen and others. Especially the Moonshots podcast guys whose main objective seems to be to hype up AI and profit from it. "AI Embodiment" is a term I now hear a lot about. Could the tollbooth …
— ORIGINAL POST ·
Will there be a "TSMC" of robotics?
· r/stocks
· Sep 13, 2026