TSMC Continues To Embody What A Structural Advantage Looks Like

Core Insights - The current AI megatrend is identified as the largest secular growth wave in technology since the late 90s internet boom, indicating significant market potential and investment opportunities [1] Industry Analysis - The proliferation of AI technology is compared to the dot com era, suggesting a transformative impact on various sectors and highlighting the importance of monitoring tech market trends [1] Investment Philosophy - The investment philosophy emphasizes simplicity, focusing on fundamental financial ratios and metrics as key indicators for stock analysis, which can provide clearer insights for investors [1]