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Looking past the market noise today, AI trade fundamentals remain solid. Early this morning $TSM reported Sep qtr revenue +51% y/y, and growth keeps accelerating: Dec-25: +21% Mar-26: +35% Jun-26: +36% Sep-26: +51% Even with TSM down 1.5% today vs Nasdaq down 0.6%, they’re up 6% over the past month vs Nasdaq up 3.5%