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Taiwan is very underrated here?
the taiwanese stock market has been very hard to invest in... but with $EWT international investors can gain exposure to the best companies in taiwan
taiwan semiconductor manufacturing (TSM) → the core silicon production bottleneck
mediatek inc → memory efficiency bottlenecks
delta electronics inc → tackles massive power delivery and thermal bottlenecks
ase technology holding ltd → interconnect bottlenecks
unimicron technology corp → substrate capacity bottleneck
i'm up more than 100% on my calls in a very short time frame... i still think its very early...

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