Quick Read – TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats. – SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector….
C.C. Wei projects AI accelerator revenue compounding at a high-50s CAGR through 2029, with 17 of 19 analysts rating TSM a buy. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn’t make the cut
Grab the names FREE today. I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM) is the one foundry that virtually every advanced chip designer on earth has to call before they can ship silicon, and I am tired of pretending that fact is priced in.
When Reddit panicked on June 8, sending sentiment to a score of 28 on the highest activity day in the dataset, I added again. I will keep adding. The thesis is simple.