I think there are two main reasons driving the push1) institutional investors who are forced to recognised the dominant position of Tesla. Order from Hertz, better revenue/margin, upcoming factories opening2) Gamma squeeze due to short positions being closed
$Taiwan Semiconductor Manufacturing(TSM)$Semi conductor is becoming an infrastructure. The product is required as the world continues on movingto digital. Trend is for tech companies to design their own chips. TSMC is well positioned to take advantage。