To The Moon

Samsung will be the next Intel. 

$台積電(TSM)$  The market is crazy and short-sighted. The moat owned by TSM is a battleground in international regional politics. With such a deep moat, almost all the chips required for the future industrial revolution come from this company. TSM will eventually become a multinational enterprise. In order to avoid regional risks, it will invest and set up factories in all major countries. At present, the major shareholders are almost all capital from Europe, the United States, Japan and Taiwan, and are not just local companies in Taiwan. If Intel is willing to spin off the factory, maybe TSM can jointly establish a US branch with Intel, just like TSM did in Japan, establishing a joint venture with Japanese large compani

ridiculous...

$台積電(TSM)$ I will be buying TSMC after this bullish correction. It is a key hub for artificial intelligence, electric vehicles and consumer electronics manufacturing.

Nvidia has another adventage, it is Nvidia's software platform for AI/computer vision applications. It is hard to evaluate. 

459 based on PE 

$特斯拉(TSLA)$450