Since I last published my article a month ago , TSMC shares have given up all of their gains after its impressive Q4 2024 results due to fears from Deepseek, causing investors to question the sustainability of GPUA long-term investor & college student passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risks. I invest in high-quality, wide-moat, strong cash-flow generation companies that trade at a fair price relative to their value. My researc ...