TSM - Taiwan Semiconductor Manufacturing Company

Host calls TSMC 'the lifeblood of my entire portfolio.' Believes it's one of the strongest AI picks. Concerned about geopolitical risk with Taiwan but maintains conviction.

Host lists TSMC as one of the companies that will 'guaranteed benefit' from AI buildout regardless of whether the capex is well-spent. Not pricing as aggressively as Nvidia or Micron but essential to the buildout.

Host lists TSM as a 'guaranteed winner' as the primary chip manufacturer for AI companies.

Every SpaceX chip will go through TSMC's factory. Most dominant company in the chip market. Essential for SpaceX's AI chip (AI5) production.

TSM mentioned as up 1.4% in after-hours to $424. Highlighted extensively in the keynote as the manufacturing partner for Vera Rubin chips (3nm process, CoWoS packaging). Central to NVIDIA's supply chain.

Near highs but pulled back on Friday when NASDAQ made a new all-time high. Major trend line of resistance. Beginning to see rotation of capital out. Was $134 a year ago, now over $2 trillion market cap.

Aschenbrenner bought call options on TSM, showing he still has some bullish exposure to select semiconductor names despite broad put bets

Tepper is buying more TSM as a safer way to invest in chips.

Tepper is buying more TSM as described as a safer way to invest in chips.

Tepper is buying more TSM as a safer way to invest in chips.