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AI Chip Boom Fuels TSM, Nvidia, Broadcom Growth Through 2029

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The Story

News Summary

  • Wedgewood Partners' Q2 2026 letter praises TSM, Alphabet, Apple as top contributors, citing strong AI-driven semiconductor demand.
  • Nvidia, Broadcom, Micron demand signals point to 50%+ annual AI growth through 2029, though the firm flags cyclical risk and market speculation.
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