$Taiwan Semiconductor Manufacturing(TSM)$ Honestly surprised it didn't move higher today. Money is clearly flowing into the MAG7 names, and this alongside NVDA are probably the best bets in the sector right now. But maybe hedge funds are just waiting for AMD to report first. I'm still buying at these levels. The earnings, growth, and margins continue to be stunning.
$Taiwan Semiconductor Manufacturing(TSM)$ TSMC ordinary shares closed up NT$220 to NT$2,425, a gain of 9.98%. This is only the third time in its history that the stock has closed at the daily allowed limit of 10%.
$Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semiconductor Manufacturing is developing advanced chip-packaging technology similar to Intel's EMIB. Meanwhile, Microsoft Azure growth and data-center expansion continue to underscore AI chip demand.
$Taiwan Semiconductor Manufacturing(TSM)$ TSM is down about $100 from its recent peak. With a forward P/E of 22, blowout earnings, and hyperscalers still increasing capex, this looks like a great investment at this price.
$Castellum, Inc.(CTM)$ Tapped 0.73. Looks like there's big breakout potential here with military/defense exposure being loaded up, similar setup to DFNS. Also keeping an eye on AMD, TSLA and SPCX.
$Taiwan Semiconductor Manufacturing(TSM)$ Nothing has changed fundamentally, just the perspective. What price would give us steady, sound long-term growth? Where's the bottom where we could expect a strong bounce from TSMC? No one really knows. The best anyone can do is guess a rough range for the price. My own estimate is around a forward PE of 20. If it drops into the 16–18 range, I'd put in all my savings without hesitation. At 12–14, I'd seriously consider using leverage to buy as much as I can. I'm not selling a single share of this stock at these levels anyway. Let TSMC keep doing its thing over the long run and let compounding take care of the rest.
$Taiwan Semiconductor Manufacturing(TSM)$ Needham raised its TSMC price target to $530 from $480, maintaining a Buy rating. Analyst Charles Shi mentioned the firm is updating its AI Wafer Demand Model and incorporating TSMC's recent earnings into its company model. Needham also expects TSMC to deliver 40% and 24% top-line growth, with $80B and $90B CapEx in 2027 and 2028, respectively.
$Advanced Micro Devices(AMD)$ It's trading around $535 on the hyper liquid trading platform. I expect it to reach around $600+ before earnings next week. After earnings, $700+ seems very likely. Based on its growth and product cycle rollouts, this still looks way undervalued.
$Taiwan Semiconductor Manufacturing(TSM)$ Honestly, I don't pay much mind to how the Street reacts to Google's earnings. The fact that their Cloud business is making big jumps is good news for TSMC. The Street is often short-sighted. It's like the Gangs of New York up there; they don't even agree with the analysts, let alone regular investors. TSMC sells chips and services. They don't run Google, NVDA, or AVGO. Let the market worry about those other companies. I'm just keeping my focus on TSMC.