Dont trust everything that has been said in public. Who knows what is the real reason
But price action "never" lies. Every instituion has a very sophisticated financial model built for stocks such as NVDA and TSM. They have already figured out the "potential" impact
People can say whatever they want in news, but the fact is: Institution is not leaving TSM nor NVDA at this point, that much is clear. It might change later, so, we just need to follow and watch price action
