/biz/ - Business & Finance

I need some feedback to make sure I'm doing my DD right. I'm starting to think that TSM is going to moon like AMD once more exposure is put into it (when US subsidy is hopefully confirmed for it) as "experts" make it more understandable to normies. The information is out there like how AMD kept stagnating for months even though information on Ryzen was already available (but too hard for normies outside of /g/ to understand).
TSM beats the living shit out of both Intel. It's also ahead of Samsung.
People keep looking at the node sizes and fab capacities to compare the fabs between TSM, Intel, Samsung, etc. but the transistor density tell a completely different story. Like who cares if Samsung is going to get to 3nm first if it's only equivalent to TSM's 5nm?

i am so tempted to literally go 100% into TSM right now and just stop stressing over my portfolio for a few years. The only thing holding me back is the geopolitics risk between US and China.
Is there something else I should be considering?

*but of course this isn't as exciting as chasing pump and dumps or even SOXL so /smg/ probably won't care.