TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I'm not sure why this is the most upvoted comment. Brainless statement.
My Take: There are geopolitical concerns right now. TSM wants to tie itself closely to the United States, incase there are ever geo political issues that may threaten their business/nation. They are slow playing favor with president Trump. There is some benefits to having production in the U.S. to respond to shocks in supply chains.
I wouldn't believe this is fully demand based.

Well done. I just exited the Google position I picked up on Friday last week. Realized 4% and cut risk down 80%. I still think blue chip tech is about to rocket though. Eyeballing TSM really hard right now. I fucking love their financials.

TSM is building a big fab shop in Arizona.

Need TSM to hit 500 a share

TSM financials are the best in history. Idc what anyone says TSM is the best company in the world right now on paper.

ADBE TSM PSX

\>the us based tsmc production means less geopolitical risk on taiwan
I think it kinda means more geopolitical risk, at least from their perspective. The only reason that the West protects Taiwan is because of its semiconductor industry. If Taiwan off-shores too much production, then that protection goes away. So TSM kinda has to dance on the razor's edge as far as that goes.

https://preview.redd.it/3ywvj9616deh1.png?width=1080&format=png&auto=webp&s=312dcfe132049ab7f02281f9bdc9e7859074ae71
Its TSM for me!! I think they are positioned very nicely to benefit from AI even if AI dont generate revenue lol. Plus I don't think their valuation is overstretched.

Not exactly- note that TSM is being courted to set up more fabs here. At the end of the day it comes down to who’s doing more innovation and who has the better product. That isn’t MU. Don’t let the domestic bias cloud your judgement.

TSM. They make the best microchips and have a huge MOAT with infrastructure.

been wanting to ditch dram and go deeper on TSM, MU or AMD

CAT, ETN, TSM

Watch TSM to make sure it bounces back from last week sell-off. Then buy aggressively

TSM

Doesnt it worry you that TSM had brilliant earnings yet it bled in the decline just as much as anything else? I fully expect this earnings season to be a constant cycle of good earnings reports followed by -5% losses. We have a market filled with extremely unrealistic valuations while we are also in a geopolitcal crisis caused by ourselves that will likely bring down the world economy if it continues for several more months... There is no reason anyone should be bullish right now

Samsung is way behind TSM in production yeild. Intel has just started and it has very long way to go to be atleast comparable.

Your statements are self contradicting. One side you are saying this growth and scale of company should have 1.5-2 PEG but still its at PEG of 1 and other way you are saying its no solid.
One side you are accepting low PEG ratio due to China risk and other way you are saying whole semi sector is exposed to it.
That's what my point is. It's selling at low PEG due to fear of geopolitical risk, but actually being crucial business at the exit end of supply chain and more than 90% chip production market holder, it doesn't have any immediate replacement in the event of crisis which leads to crumble whole semiconductor and AI ecosystem. So, ultimately whole AI ecosystem is exposed to geopolitical risk but just TSM low valuation doesn't make sense.

TSM, GOOGL, AMZN, ASML

I see TSM at 30 P/E. Could you tell us by which metric you think it's neglected?

If I could only pick one, UBER. Beyond that, AMZN, TSM, and BR.