TSM

potentially a must-own.

This is almost a must-own stock

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

TSM

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.

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.

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

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

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

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

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.

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.

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.

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.

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

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.

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

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.

I would add TSM here.

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

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

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.

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.

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

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

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

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

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

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

I think it's a buying opportunity.

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.

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

might be great to load up on before they report

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

the consensus lands on a strong buy recommendation.

amounting to a strong buy recommendation

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

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

they've given it a strong buy rating.

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.

Take advantage of this dip.

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.

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

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.

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

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

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

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

including TSM, Crowd Strike, and Vertive

ASML and TSM

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.

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