Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain

Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield in a relatively low short-term volatility portfolio. The first quarter of 2026 marked a shift, with the S&P 500 ending...