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Posted by
Two Blokes Apr 17 -
Filed in
Stock
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8 views
I am upgrading TSMC to a "Strong Buy" due to its unbeatable moat, solid pricing power, and fantastic Q1 FY2025 performance. TSMC reported Q1 FY2025 revenue of ~$25.53 billion (+35.3% YoY) and diluted EPS of ~$2.12 (+60% YoY), with industry-leading margins. Free cash flow increased to $9.07 billion, and management guided Q2 FY2025 revenue between $28.4-29.2 billion, surpassing consensus estimates.
