Hi Parkev, just a question, with the recent market reaction to Trump statement regarding Taiwan "should pay for US protection" & "it is stealing our chip business", how diversified TSM really is? I'm just preparing for the worse case scenario because Trump is becoming an actual risk acting as a catalyst for this already known geopolitical tension between Taiwan and China.
Welcome back from your vacation!! I own TSC since the beginning of January and I really like the company. Can you explain why you don’t have TSC as one of your growth stocks or top 10-25. I love TSC and waiting to buy it again . Thanks.
totally agree with you sir. just like MU, the expectations are sky high and we should get a good buying opportunity soon. i also question how much geo-political risk is priced into the stock here at these levels ?? they cannot get those fabs in other locations built fast enough !!!
Think it's just common sense if a company is teasing at a premium before earnings don't buy as bad to medium earnings and growth report could send the stock tumbling. Equally exceptional reports can have the opposite effect. But from an investor perspective I'll wait for a dip
$TSM and $ INTEL are going to be the bloodline of the 2nd wave of the tech age. Intel is working on developing 5 different chipd designbs and saw news their software services is growing at a good rate according to a recent interview. Intel however looks primed for a jump to $37-40 if they show faster than expected progress or confirms the software growth in the upcoming earnings.
Great video. I agree overall BUT I have to point out that almost ALL Tech companies are at a all time high. Amazon,Tesla,NVDA,ASML,TSM.... The year has been so good that even those whore are not in AI were pushed higher.
Tsmc is the gold standard for leading edge chips. I was picking from Amd,nvidia and tsmc in 2019. I chose amd, should have picked nvidia but currently I have positions in all 3 companies. All solid.
only crashes if people take out and do not put back in ...The other day people put back in ....even crash on 2008 if you kept buying after 3 years later you trippled as long as its 4 5 real good stocks you picked not 20....not financial advice lol
I’ve been watching TSM recently, and thank you for your analysis, it is very helpful.
Agreed!
Welcome!
Add more share
I’m a new investor and I appreciate your clear explanation of the content you are speaking about. I’m learning a lot from you! Thank you 😊
Great to hear!
Thanks for the sound & reasonable advice!
My pleasure!
Very sound and reasonable analysis indeed !!!👍👍👍
Thank you my dear Parkev as always.
Always welcome
Good video thanks, will you make a video about soundhound ai?
+1
Yes, soon
you should add a video about CPI report
Hi Parkev, just a question, with the recent market reaction to Trump statement regarding Taiwan "should pay for US protection" & "it is stealing our chip business", how diversified TSM really is? I'm just preparing for the worse case scenario because Trump is becoming an actual risk acting as a catalyst for this already known geopolitical tension between Taiwan and China.
Hi Julius, TSM is trying to diversify, but they are still very concentrated in Taiwan.
Welcome back from your vacation!!
I own TSC since the beginning of January and I really like the company. Can you explain why you don’t have TSC as one of your growth stocks or top 10-25. I love TSC and waiting to buy it again . Thanks.
totally agree with you sir. just like MU, the expectations are sky high and we should get a good buying opportunity soon. i also question how much geo-political risk is priced into the stock here at these levels ?? they cannot get those fabs in other locations built fast enough !!!
Hi Parkev, could you please make video about recent movements of GCT stock? Do you think previous forecasts are still reliable ?
Thank you so much for your updates. Are you planning on making one about PFE earnings too?
I think they may absolutely crush. I’m excited for their earnings. I do not own TSM.
How can I contact you dear Parkev regarding financial analysis you mentioned? Thanks
Nice analysis, Thank You. Can you do a similar analysis for GOOG whose date is soon as well?
Yes, soon.
Got waxed today, might be good to buy
Great video!!
Thanks!
What’s the best platform to get accurate P/Es etc… (They appear different dependant upon the platform?)
Parkev, about $TSM does your PE take into account the additional growth/revenue expected from upciming factors in Japan, Germany, and US?
Think it's just common sense if a company is teasing at a premium before earnings don't buy as bad to medium earnings and growth report could send the stock tumbling. Equally exceptional reports can have the opposite effect. But from an investor perspective I'll wait for a dip
$TSM and $ INTEL are going to be the bloodline of the 2nd wave of the tech age. Intel is working on developing 5 different chipd designbs and saw news their software services is growing at a good rate according to a recent interview. Intel however looks primed for a jump to $37-40 if they show faster than expected progress or confirms the software growth in the upcoming earnings.
Why am I hearing more and more that a recession is very possible and is coming soon? If so, how can I protect my investments from big losses?
Diversification provides some protection. Putting some money in certificates of deposit also helps.
Great video.
I agree overall BUT I have to point out that almost ALL Tech companies are at a all time high. Amazon,Tesla,NVDA,ASML,TSM.... The year has been so good that even those whore are not in AI were pushed higher.
Well said.
FYI The share price for TSMC in Taiwan stock exchange is much lower price. TSM ADR price is a premium.
I would say most likely yes long-term with factories they building outside Taiwain
Will add more share after earning release.
Tsmc is the gold standard for leading edge chips. I was picking from Amd,nvidia and tsmc in 2019. I chose amd, should have picked nvidia but currently I have positions in all 3 companies. All solid.
If TSM dominates the new EUV era as they did the last they will be able to charge massive premiums
Donald Trump moved markets again on Wednesday after the former President said that Taiwan should be paying the U.S. to defend it.
This is the Big one 😮😮😮😮😮. Stock Market Crashing HARD !!!!!! 😮😮😮😮😮😮😮😮😮😮
only crashes if people take out and do not put back in ...The other day people put back in ....even crash on 2008 if you kept buying after 3 years later you trippled as long as its 4 5 real good stocks you picked not 20....not financial advice lol
👍👍