it is only a matter of time before TSM joins its peers in the trillion dollar club

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it is only a matter of time before TSM joins its peers in the trillion dollar club

$Taiwan Semiconductor Manufacturing(TSM)$ Make no mistake, TSM is the only major real bargain left, primarily because of a misunderstood risk profile that most people haven’t really spent the time to think through.

This company should be sporting a much higher multiple - at a minimum it should be premium to the market and on par with all the other megacaps. And the earnings and revenue growth shown in the outer years is much lower than what will actually happen.

Look, virtually every single cpu compute platform has to be replaced with a CPU+GPU platform. TSM is it going to provide a major chunk of that growth.

And it is only a matter of time before TSM joins its peers in the trillion dollar club.

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