$Taiwan Semiconductor Manufacturing(TSM)$ On the topic of TSM and its investors, here's a thought. TSM's shareholder base is a mix between traders and investors. Having followed Cathie Wood for years, more out of curiosity than anything else, I have a pretty clear view that she's a very active trader, with minimal investor behavior. I've held my TSM position, like most of my portfolio, for multiple years and only “trade” when I've made an obvious mistake or need cash. So, you can put me in the investor camp. And right now, I don't see a reason to disturb my long-term position in TSM.
$Taiwan Semiconductor Manufacturing(TSM)$ Everyone is dependent on TSMC, even NVDA, Google, and MSFT who need their own chips made. I don't see a reason why TSM wouldn't make a new 52-week high soon, just like the other major tech stocks. The one that needs to drop is TSLA, which TSMC has reportedly stopped making chips for, due to the CEO's stance. Tesla is now forced to build its own TeraFab to make chips, supposedly coming online in 2029. With TSMC refusing to extend the current contract, Tesla is at risk of running out of AI chips for their cars. Let's see if Elon can get TeraFab built before 2030.
$Taiwan Semiconductor Manufacturing(TSM)$ TSMC's latest earnings really highlight a significant valuation dislocation. The company remains the essential gatekeeper for the global internet architecture, which is being fundamentally rewritten by accelerated intelligence. As the exclusive provider of sub-2nm nodes and advanced CoWoS packaging—key for the 4th Industrial Revolution—TSM has transitioned into the primary physical substrate of global infrastructure, with a mathematical trajectory toward a 100% upside. This structural dominance ensures it's the inescapable bottleneck for all future computational scaling, requiring institutional repricing to eventually reflect its absolute necessity in the modern technolo
$Taiwan Semiconductor Manufacturing(TSM)$ Congrats to all the longs – another blockbuster quarter. For new money, it might be too late to hop on this rocket ship. Trading at a pretty fair valuation, in my view.
$Taiwan Semiconductor Manufacturing(TSM)$ Yesterday’s price action on TSM is another laughable sign of how desperate MMs are to keep the price down, so their “handlers” can keep accumulating shares. As the saying goes, you can’t keep a good man down, and the same holds for this company. Not only is it going to at least double in a couple of years, it’s also the lowest-risk stock to buy and forget in the entire market. Nothing in tech gets done without its involvement.
Honest question – am I the only one who perceives $Taiwan Semiconductor Manufacturing(TSM)$ 's total dominance in state-of-the-art chips as likely to persist over the long term? This is an exceedingly capital-intensive business. It is not akin to a small software startup that can conjure a novel contraption on a constrained budget. Consequently, displacing the incumbent leader proves exceedingly difficult for any new entrant. Chips constitute the future – AI and all else included. $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung and Intel are the sole entities manufacturing chips en masse, yet the disparity between them and $Taiwan Semiconductor Manufacturi
$Taiwan Semiconductor Manufacturing(TSM)$ 's capabilities speak volumes. The HBM order backlog from $Micron Technology(MU)$ and SK Hynix directly indicates revenue growth in their high-margin advanced packaging and HPC segments. Since HBM and high-end AI processors are physically integrated, they're inseparable. This symbiotic relationship creates synchronized order growth across both industries. Remember, every HBM order inherently requires a corresponding logic chip. $Taiwan Semiconductor Manufacturing(TSM)$ 's CoWoS may not get much spotlight, but the entire AI chip sector grinds to a halt without it.