TSMC: Hot AI Demand Meets Capacity Crunch And Margin Erosion - Time To Take Profits?

My bullish view on Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) aka TSMC has been playing out very nicely as the stock has posted great outperformance vs. the S&P 500 ( SP500 ):I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I hav ...