Public trading strategy
TSMC sales exploding as AI infrastructure spending surges — ride the chipmaker r
Thesis
TSMC makes the chips that power nearly every AI system on the planet, so when their sales jump, it means the AI boom is still accelerating. UBS naming them a top pick tells us the biggest banks see more room to run, especially as Broadcom's $35 billion plan confirms massive new spending on data centers. TSMC is the pick-and-shovel play—if everyone is building AI, TSMC gets paid no matter who wins.
Strategy approach
Build a rule-based strategy that enters long TSM when price closes above the 20-day EMA on H4 with RSI(14) > 55. Exit conditions: close below the 20-day EMA or 5% trailing stop, with a maximum hold of 10 days.