1/14/25 - $tsm - Best value in tech. $300 this yr
1/14/25 :: VROCKSTAR :: 
TSM
Best value in tech. $300 this yr
- among the obvious themes i'm playing in '25... semis, energy and bitcoin...TSM is the best foundry money can buy
- "china china" yuh yuh. whatchu gonna do about it. we are buying these headlines, these guys literally *own* the whole space and the flywheel to fund 2nm in taiwan and 4nm in the US (greenlight this week by taiwan) is un-catchable.
- so in semis... actually... in *anything* that's legit-cap... where do you get 3.5% cash yields, top line growth of 20+% over the next two years (CAGR), high 70s ebitda mgns and probably room to beat on the upside... trading sub 20x PE.
- guys. it's not tough. stop chasing salad bots, space lasers and qubits ... and simplify your life. buy theTSM dips, until something fundamental changes. so far fundamental momentum and monthly reports are rock solid. the last few q's have been smashes. and you're still buying below last quarter's blowout. don't overcomplicate your life, investing is hard enough.
$300 year end is very achievable with some bumps in the road. buy the bumps. ;)
they report thurs AM.
V
TSMBest value in tech. $300 this yr
- among the obvious themes i'm playing in '25... semis, energy and bitcoin...
TSM is the best foundry money can buy- "china china" yuh yuh. whatchu gonna do about it. we are buying these headlines, these guys literally *own* the whole space and the flywheel to fund 2nm in taiwan and 4nm in the US (greenlight this week by taiwan) is un-catchable.
- so in semis... actually... in *anything* that's legit-cap... where do you get 3.5% cash yields, top line growth of 20+% over the next two years (CAGR), high 70s ebitda mgns and probably room to beat on the upside... trading sub 20x PE.
- guys. it's not tough. stop chasing salad bots, space lasers and qubits ... and simplify your life. buy the
TSM dips, until something fundamental changes. so far fundamental momentum and monthly reports are rock solid. the last few q's have been smashes. and you're still buying below last quarter's blowout. don't overcomplicate your life, investing is hard enough.$300 year end is very achievable with some bumps in the road. buy the bumps. ;)
they report thurs AM.
V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.