$TSM crossing a $2T market cap is actually wild when you zoom out. Taiwan Semiconductor Manufacturing Company isn’t flashy, doesn’t sell consumer products, doesn’t run social platforms… they just quietly manufacture the most advanced chips in the world.

With AI demand pushing companies like $NVDA and $AMD higher, $TSM feels like the real picks-and-shovels play behind it all.

This doesn’t even feel like a typical semiconductor run anymore. It feels like core AI infrastructure getting repriced in real time. Big question though how much perfection is already baked into $TSM at these levels?