SoftBank Group just dumped 72% of their $TSM position according to SEC filings.
Timing's interesting - comes as chip sector faces macro headwinds and AI infrastructure buildout slows. SBG clearly rotating capital somewhere else.
Watch for follow-through selling pressure on $TSM if other institutions follow suit. Could create entry opportunities for patient longs if fundamentals hold.
Timing's interesting - comes as chip sector faces macro headwinds and AI infrastructure buildout slows. SBG clearly rotating capital somewhere else.
Watch for follow-through selling pressure on $TSM if other institutions follow suit. Could create entry opportunities for patient longs if fundamentals hold.