TSM

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That's why I believe TSM isn't simply another semiconductor company. It's the foundation of the entire AI ecosystem.

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potentially a must-own.

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This is almost a must-own stock

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stock number five, which is going to be Taiwan Semi, stock ticker TSM... No, you can just own Taiwan Semi

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TSM

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So whenever we see uh the rise of chips, even more so, it's Taiwan Semiconductor that's actually making them. Taiwan Semiconductor wins. No matter who chips, who creates chips, they're just winning everywhere.

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What they do is they send their designs to a company called TSM, Taiwan Semiconductor. They're the ones, one of the ones actually turning that design into a chip.

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A forward multiple of 19 is highly compelling.

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My third and final favorite stock to buy in the market right now is Taiwan Semiconductor Manufacturing, ticker symbol TSM.

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The second stock I'm buying over SpaceX is Taiwan Semiconductor Manufacturing, ticker symbol TSM.

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The second stock on our list is Taiwan Semiconductor Manufacturing, ticker symbol TSM.

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The first stock I'm talking about is Taiwan Semiconductor Manufacturing, ticker symbol TSM.

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For investors with a longtime horizon, that combination of market leadership, technological expertise, strong earnings, growth expectations, and durable competitive advantages makes Taiwan Semiconductor a company that deserves serious consideration.

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I do actually approve of this purchase. ... I would actually be buying some myself if I didn't already feel a bit overexposed to AI and chip stocks as it is.

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Taiwan Semi is the company that actually manufactures runs the machines to manufacture.

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might be great to load up on before they report

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there's some TSM in there, which I just love TSM. I think that that's one that's going to continue flying through.

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you know, there's some TSM in there which I just love TSM. I think that's one that's going to continue flying through.

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Eu comprava 70 e também trouxe ela aqui no canal

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Quem não se lembra da época que eu trouxe vídeos aqui da Taiwan, quando ela tava a 70, 80, 90, agora ela tá a 403. E chegou um momento que eu conheci a Confir, abri a conta aqui, gostei muito da corretora e tô comprando tudo aqui pela Confir. Nesse momento já tinha uma posição bacana na tá sem conductors, mas ainda assim continuei a comprar mais devagar

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the clearest way to do that, number one, is to look at the stocks that Citadel just bought the dip on. I made a whole video on that. These are literally stocks that Leopold wanted to hold but had to sell out of because of the margin calls. So that's like the most straightforward way to buy into his thesis. And then the second way is to target other companies that are specifically working to target the same bottlenecks. Liupold's positions are companies like ASML, TSMC, of course, Micron and SKH Highex, although they're very expensive right now.

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Taiwan Semiconductor is the sole manufacturer of the most advanced chips on the planet and essentially every AI accelerator that matters gets built in its fabs.

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Second is Taiwan semiconductor. It does not matter whether the winning chip is designed by Nvidia, AMD or customuilt inside Google or Meta. Every advanced piece of silicon on Earth must be etched in TSMC's foundaries and packaged with their proprietary advanced packaging technology.

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Now, passing that initial screen is just step one, but the two names I'd actually build around bring something the number alone can't show you. A moat nobody can cross. You saw them near the top of that list, Nvidia and Taiwan Semiconductor. Taiwan Semiconductor makes the most advanced chips on the planet. Margins near 68%. Revenue up better than 40% from a year ago. And it's spending north of $60 billion building factories that nobody else can build... Full transparency, I own both of them, not because I'm chasing AI hype, but because they control bottlenecks nobody can get around and they generate exactly the kind of cash we just talked about.

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Take a look at Nvidia and Taiwan Semiconductor, which control the most critical bottleneck in the modern tech world.

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Taiwan Semiconductor, ticker TSM, the absolute manufacturing bottleneck of the entire world.

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This win means that Taiwan Semiconductor offers the absolute best combination of raw profitability, cash generation, and fundamental value in the entire manufacturing and foundry space right now, making it a fortress for your portfolio.

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my favorite holding in this entire sector is Taiwan Semiconductor. and my patrons already know I'm looking to aggressively add more to my position.

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When great companies report stronger fundamentals and the price goes down, I see that as a massive buying opportunity.

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Buying the stock is always the simplest play. And that path is fully supported.

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My thesis on TSMC remains exceptionally bullish and I'm looking to buy.

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I own TSMC. I have real skin in the game and I'm actively looking to buy more shares.

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TSMC in particular is one of the most strategically critical companies on the planet right now.

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Coke, McDonald's Caterpillar Johnson Johnson, Taiwan Semi, etc.

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Moving from software blueprints directly to physical fabrication, our third stock is the undisputed manufacturing monolith of the entire global technology skeleton, Taiwan Semiconductor Manufacturing Company, trading under ticker symbol TSM.

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I would hold and gradually accumulate during market-driven weakness.

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Nevertheless, accelerating revenue, expanding margins, advanced node leadership, and a reasonable valuation support my buy rating.

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our third stock is Taiwan Semiconductor Manufacturing Company, ticker TSM, the undisputed titan of semiconductor fabrication.

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Stock number one is TSMC. TSMC is the manufacturing backbone of the global semiconductor industry... For investors seeking exposure to nearly every major AI chip winner, TSMC represents one of the industry's most strategically important businesses.

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the third stock on our list is Taiwan Semiconductor Manufacturing Company Limited, ticker TSM. The ultimate monopoly that holds the physical key to the entire global AI ecosystem.

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Yet, whether cloud giants choose GPUs or custom ASICs, Taiwan Semiconductor Manufacturing Company, ticker symbol TSM, operates as the ultimate irreplaceable tollbooth of the digital age, manufacturing the physical silicon for every single player in the AI race.

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Finally, tying the entire AI supply chain together is our fifth and foundational stock, Taiwan Semiconductor Manufacturing Company, ticker TSM.

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Today, we are breaking down the structural shift and mapping out four high-conviction plays for active investors. First, we dissect the absolute dominance of TSMC itself and how its massive capex hike will feed the hungry equipment makers.

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They added to Taiwan Semiconductor

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they added to Amazon Taiwan Semiconductor

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I would add TSM here.

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I think TSM you could argue is a good buy here based on the chart based on earnings.

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I like these for continuation plays, especially if the AI trade kind of stabilizes.

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You can't have Nvidia without TSMC.

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The best part of the Tesla call yesterday is the shout out to micron, Samsung and TSMC. Right? It really kind of solidifies the fact that this infrastructure trade is here to stay.

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Taiwan Semiconductor earns a B rating equal to a buy recommendation

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our Zen ratings model calls it a buy, a B grade

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Taiwan Semiconductor earns an overall Zen rating of an A. That's a strong buy recommendation.

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the consensus lands on a strong buy recommendation.

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amounting to a strong buy recommendation

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look at who Nvidia is using to build their components which is really in South Korea and Taiwan. It's SKH Highix, it's Samsung, it's TSMC.

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I also like LRCX, I have Taiwan Semiconductor. Um, these stocks are down today. Uh, we've seen a lot of volatility in these names, but again, this is very typical and historical for August and September. And that usually gives me a great opportunity to buy these strong relative strength names on a discount.

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Take advantage of this dip.

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Taiwan Semiconductor, Alphabet, Meta, and Netflix bought those.

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IT'S SK HYNIX, SAMSUNG, TSMC.

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So my verdict for TSM is accumulate rather than buy aggressively. I'd prefer the stock below 380 and consider approximately 340 to 350 as a compelling entry.

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opening 13 new positions including Uber, Mastercard, TSM, Netflix, GE, Verona, Applovin, TJX and Next Tracker

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The growth, margins, and return on capital make it a strong buy candidate, but geopolitical risk prevents it from ranking even higher.

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আমি বলব এটি ‘নজর রাখুন’ বা ‘ধরে রাখুন’ ধরনের একটি স্টক, যেখানে ৩৫০ ডলারের কাছাকাছি দামে কেনাটা আরও আকর্ষণীয় হবে।

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they've given it a strong buy rating.

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Some of the others are Iran, P6, AMD, Intel, TSM. I mean, these are all good names, Corning, Micron, these are all good names, but I think some of my favorites are the ones we just talked about.

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and also on TSMC

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BEYOND THAT, FOUNDRIES I THINK STILL LOOK GOOD BECAUSE EARNINGS FOR THE NEXT COUPLE OF YEARS WILL BE MORE THAN 30%, 40%, AND IT WILL BE HIGH QUALITY, NOT DRIVEN BY PRICE MOMENTUM BUT MORE BY VOLUME GROWTH.

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Then he recommended Taiwan Semiconductor

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and last was Taiwan Semiconductor

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In January 2024, he recommended Taiwan Semiconductor, and this has obviously been a very good stock, a stock that I love.

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I I personally would would probably go for something like Taiwan semi semime or Nvidia over a Micron or or or SanDisk or someone like that

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I like the RC accent TAIWAN SEMICONDUCTOR, the stocks are down today, a lot of motility in these names, but it is typical historical for August and September and usually gives me great opportunity to buy strong relative rank names on a discount.

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TAIWAN SEMI, MID 300. THOSE ARE THE NAMES YOU WANT TO TAKE ADVANTAGE OF THIS WEAKNESS, THAT'S THE BOTTOM LINE.

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I think it's a buying opportunity.

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YOU CAN SEE SOME OF THE NAME SUE GOT MORE BELL TECHNOLOGY DOWN 7% TAIWAN SEMI WHICH IS NOT A CHIPMAKER IT MANUFACTURES THE CHIPS THE NVIDIA'S AND SANDISK NC GETS OF THE WORLD PUT IN THEIR. ... I THINK THESE THINGS ARE GOING TO BOTTOM OUT OVER THE NEXT COUPLE OF MONTHS... SELL THOSE SHINY OBJECTS BY THE DIAMONDS IN THE ROUGH.

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this is to me one of those like not necessarily a no-brainer, but the closest we can get to a no-brainer of a winner if this AI ecosystem continues to evolve and if Nvidia continues to debottleneck some of the lab and power solutions.

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one of the only true true winners in this market right now with this true is a manufacturer player like TSMC because they don't care if it's a Core Reef, if it's a Nebus, if it's a whatever Neo player, they don't care if it's Nvidia, they don't care if it's AMD. As long as the man is there, they will be able to make chips and they will be able to make money.

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Well, you talked about AMD and Qualcomm, so I had to bring in Taiwan Semiconductor Manufacturing, ticker TSMC.

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And Taiwan's Taiwan Semiconductor, okay?

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I like Taiwan Semiconductor because their importance only continues to grow 70% market share as it relates to what they do as a dedicated chip foundry company

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the price to earnings ratios on those stocks are a lot, a lot better

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One must buy semi here. Oh. That would take some that's a tricky question, but I have to go with with honestly TSM, you know, Taiwan Semi is the standout leader across the group, I think.

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there's a company in Israel called Taiwan Semiconductor. We like that name again. It's a it's a tech name.

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I feel the same way, one layer up the stack. Nvidia and Broadcom sell fundamentally different kinds of chips, and the AI giants are buying from them both. On top of that, TSMC manufactures all of these chips, so they win no matter which architecture actually comes out on top.

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That short-term pain for long-term gains is why I said this is a great buying opportunity for long-term investors that are patient enough to wait for the payoff. TSMC stock is currently down by almost 15% over the last month.

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That's why TSMC is always on my list of stocks to get rich without getting lucky.

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And all three companies have two big things in common. First, regardless of who designs the chip, it's built by Taiwan Semiconductor, ticker symbol TSM.

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And a great spot to buy it is closer to the 300s.

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However, I will buy it now and hold on to the long term.

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So Taiwan semi a better spot to buy this in my opinion is in the 420s.

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So when I see it drop, I'm buying more of it.

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including TSM, Crowd Strike, and Vertive

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ASML and TSM

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Now, the second play… This is the chip supply chain… Because SpaceX is building a new AI chip… they need three companies, more than anyone else on Earth. One of them is Taiwan Semiconductor, TSMC.

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cutting his TSMC shares by 71%

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TSMC, heck no.