DeepSeek Panic: Here's Why I'm Doubling Down On TSMC

Group 1 - The article expresses a highly bullish outlook on Taiwan Semiconductor Manufacturing Company (TSM), initiated in August 2020, with TSM delivering a 125% return, outperforming the market by nearly 3 times [1] - The investment strategy focuses on GARP/Value stocks, emphasizing high-quality, reasonably priced businesses with strong competitive advantages and significant growth potential [1] - The long-term investment approach aims for wealth accumulation through compounding over 5-7 years while prioritizing downside protection and occasionally taking contrarian views during market uncertainties [1]