-
Posted by
Two Blokes Jul 15 -
Filed in
Stock
-
2 views
TSMC remains a top AI play, offering safety and value compared to peers, with robust AI-driven demand fueling growth. The Q2 revenue beat seems to be already locked in based on preliminary data. I expect a strong EPS beat as AI pricing power offsets new fab costs. While TSMC is no longer "dirt cheap," its valuation is justified by superior margins, a widening moat, and ongoing dividend growth.
