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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7794 followers
Created: 2025-07-19 15:30:24 UTC

Longriver Partners Fund on TSMC $TSM US

Thesis: TSMC is the indispensable core of the AI compute stack, excelling in manufacturing, advanced packaging, and innovation, with unmatched reliability and performance.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/GwOwcpIWAAAtkhb.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946593472732942577/c:line.svg)

**Related Topics**
[coins ai](/topic/coins-ai)
[$tsm](/topic/$tsm)
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[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/StockCompil/status/1946593472732942577)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

StockCompil Avatar Stock Analysis Compilation @StockCompil on x 7794 followers Created: 2025-07-19 15:30:24 UTC

Longriver Partners Fund on TSMC $TSM US

Thesis: TSMC is the indispensable core of the AI compute stack, excelling in manufacturing, advanced packaging, and innovation, with unmatched reliability and performance.

(Extract from their Q1'25 letter)

XXXXX engagements

Engagements Line Chart

Related Topics coins ai $tsm taiwan semiconductor stocks technology

Post Link

post/tweet::1946593472732942577
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