Buffett’s 2022 sale of TSMC citing geopolitical risks was premature, with the stock up 400% since, but current valuations (P/E 25x) and Taiwan’s exposure to China-related risks remain concerns. With $70 billion in capex straining free cash flow and potential oversupply in 5nm nodes by 2026, TSMC faces a 10-15% correction risk, suggesting investors wait for a better entry point.
Amazon is the easiest buy today: AWS’s 31% cloud...
Tesla’s once-explosive growth trajectory appears to be flattening...
A positive deal with a $125 target from Raymond
Amazon is the easiest buy today: AWS’s 31% cloud...
A positive deal with a $125 target from Raymond
Tesla’s once-explosive growth trajectory appears to be flattening...
TSMC’s Q3 2023 Semiconductor Leadership
Massive AI Expansion Across Creative Cloud Massive AI Expansion Across Creative Cloud
TSMC’s Q3 2023 Semiconductor Leadership
Amazon is a top pick for a decade-long hold
