Last night I was chatting with some friends about TSM and looking at it as a long term hold and I wanted to hear what everyone else thinks TSM is still the clear king of pure foundry especially in advanced nodes like 5nm and 3nm where basically no one can really touch them Demand from high performance computing and data centers is pushing it forward like a rocket and big customers like Apple Nvidia and AMD rely on its advanced chips almost as much as Chicago folks rely on deep dish pizza they just cannot live without it Overall I lean more toward holding it long term rather than playing short term trades That said industry cycles capex pressure and geopolitical issues are still potential bombs to keep an eye on Curious to hear thoughts on those risks or on valuation not just people yelling buy