TSMC(US:TSM) Seeking Alpha·2025-05-15 14:38Group 1 - The article emphasizes the importance of providing alpha-generating investment ideas and encourages readers to evaluate performance based on results rather than just opinions [1] - The investment strategy involves a generalist approach, analyzing and investing across various sectors with perceived alpha potential compared to the S&P 500 [1] - Typical holding periods for investments range from a few quarters to multiple years, indicating a long-term investment strategy [1] Group 2 - The analyst has disclosed a beneficial long position in shares of TSM and NVDA, indicating a personal investment interest in these companies [2] - The article expresses the author's own opinions and clarifies that no compensation is received from companies mentioned, ensuring independence in analysis [2]