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Im buying puts these stocks could get up to 100 in dec
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China's cunning intent is likely to invade Taiwan before the end of 2024. They will be able to take advantage of President Bidens' weakness and incompetence. TSM is making a huge amount of capital investment to establish their new base of operation and production in Arizona. They know what's coming to Taiwan.
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"China's cunning intent is likely to invade Taiwan before the end of 2024".This is not going to happen.
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Taiwan’s TSMC, surging again
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good time to short
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Strong Buy, excellent!!!!!!!!!!!!!
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3 continent need the chips in EV, US has TSM FAB, JAPAN and now Germany
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rising revenue & profit yearly.... EV, weapon, computer, etc etc. everything needs chip haha buy b4 it is too late, 100-150 easily
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CoWos , advanced packaging for AI chips
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Getting overvalued. Rather buy AMD or even INTC, less geopolitical risk
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AMD has more geographic risk since only TSM in Taiwan can make the chips that AMD makes money on. TSM has the talent and knowledge to rebuild. AMD won't last long with production delays.
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The company clearly anounced that this year wil bad and decresed its expected revenue drop from 5% to 10%, and people are still buying it at high price. LoL
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it's cyclical. look at last upcycle @ mid 2020
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TSM did beat the expectations, expectations that are lower than the previous quarters, so in fact they delivered less. But now a question comes, if TSM has lower revenue and TSM is the foundry provider for NVDA, how does NVDA increase its revenue to the famous 11 billions?