Focus on blue chip large-cap growth stocks in business areas that are easy to understand.

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Meanwhile, Harlan Sur, who covers small- and mid-cap chip stocks for J.

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Here, following a stock from small cap to blue chip helps.

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TSMC, renowned in its homeland and industry but barely known to most others, has climbed so far past erstwhile rivals that its market cap is today second only to U.S. industry leader Intel among specialized chip manufacturers.

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This upcoming "flight to quality" will be very good for the handful of elite blue-chip companies that are showing real growth and not just fooling the market with fuzzy math, and for small-cap innovators that are agile enough to capitalize on niche markets.

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