Buy TSM by Aug 13, 2026.

I'm fairly confident semis will rebound by mid august. I think this will be driven by earnings, and I think emphasis will be on hyperscaler capex guidance and commentary moreso than semi numbers themselves. This sell off to me is primarily driven by wavering conviction in the AI trade. I don't really want to go into a bubble vs not bubble discussion. It can be a bubble and semis can rebound. Im not suggesting it's up and to the right …