Since my last coverage , TSMC ( TSM ) ( OTC:TSMWF ) has slipped ~5%, broadly tracking the S&P 500. Despite tariff overhangs and geopolitical noise, the company has shown admirable resilience. Its Q1 earnings reaffirm its strategic role in AI infrastructure, with advanced nodes andHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ...