Ahead of Taiwan Semiconductor’s earnings report earlier this week, Real Money’s Stephen “Sarge” Guilfoyle discussed the stock, calling it a long-term investment. “I am long this name, and I am up but not because the stock has been great,” Guilfoyle wrote recently on Real Money ahead of the company’s latest results. “I am up because I am a sentient being, and the shares have bounced off of the SAE support level all year long. That said, Taiwan Semi is performing. The biggest threat is geopolitical in nature.” That threat has become more bellicose in recent weeks. “As Beijing (mainland China)...