Buy TSM by May 28, 2029.

Today I moved 30% of my portfolio to Taiwan Semiconductor, and I plan to hold it for 3-5 years. I am convinced this stock is under priced relative to other megacap stocks, for a few key reasons. * First, and most importantly, the geopolitical risk from China is overweighted, and currently suppresses TSM’s valuation in a meaningful way. TSM is the Hormuz strait of semiconductors. China has postured about Taiwan since the 1970s. For 50 years now, they’ve done nothing. …