Grilled Cheese

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@herasoover.bsky.socialSep 17, 2026, 3:14 AM

🧠 TSMC owns 72.5% of global foundry revenue, but AIFR caps it near 20%. That’s the whole point: foundry exposure without letting one giant become the whole trade. www.ebc.com/forex/aifr-e... #AIFR #TSMC #Semiconductors #ETF

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