Long ET& TSM
1.
$Taiwan Semiconductor Manufacturing(TSM)$ is still relatively cheap given its potential and market position.
It managed to expand its market share by 3% YoY despite already dominating the market with 67.6% revenue share last year.
This won’t change anytime soon.
Its yields in 2nm are 40% higher than Samsung and it’s the only foundry having started the development of 1nm process.
Regardless of who designs the most advanced chips in the next 5 years, $TSM will be the one manufacturing them.
Still relatively cheap at 19 times forward earnings.
Long $Taiwan Semiconductor Manufacturing(TSM)$ .
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2.
The real AI play is energy.
Cutting edge GPU racks consume 80-130 kW as apposed to 25-30 kW for a CPU rack.
Result? Emergy demand skyrockets.
Renewable capacity is far from meeting this demand. The cheapest way is coal and natural gas.
$Energy Transfer LP(ET)$ is the leading midstream natural gas player supplying natural gas directly to data centers and utilities powering data center expansion.
Trading at just 11 times forward earnings.
Long $Energy Transfer LP(ET)$ .
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