At Record Highs, Is It Too Late to Buy Taiwan Semiconductor Stock? | TSMC Stock Analysis

Поделиться
HTML-код
  • Опубликовано: 13 янв 2025

Комментарии • 42

  • @Fertilefrog
    @Fertilefrog 6 месяцев назад +4

    I bought this back when it was at 89 dollars and now as of this morning it’s up to 180

  • @chucklander5475
    @chucklander5475 7 месяцев назад +8

    I think TMSC is a better deal than the Mag 7.

  • @dvb1701
    @dvb1701 7 месяцев назад +5

    Thanks, Parkev. Great analysis, I'll make a note of your rule of thumb around comparing EPS growth to Forward PE. It's easy to learn things and feel like you always knew them, but it's really impressive how much I've learned since I started following your channel last year. I wish I'd found it much sooner.

    • @parkevtatevosiancfa9544
      @parkevtatevosiancfa9544  7 месяцев назад +3

      Happy to hear that. After a year of watching my videos, you can likely pass my university course final examination in finance.

    • @dvb1701
      @dvb1701 7 месяцев назад +1

      There are days when I think about making a career change into something like finance 😂

    • @parkevtatevosiancfa9544
      @parkevtatevosiancfa9544  7 месяцев назад +1

      What field are you in now?

    • @dvb1701
      @dvb1701 7 месяцев назад +1

      I'm currently in IT. Certainly not a bad career to be in.

    • @parkevtatevosiancfa9544
      @parkevtatevosiancfa9544  7 месяцев назад +2

      not bad at all.

  • @skullkidgames9214
    @skullkidgames9214 7 месяцев назад +3

    Can you talk about dell their earnings reports are coming and i think with the alliance they are doing with nvidia to offer ai product to a more affordable price to other companies i think it might be good

  • @TheBookMind
    @TheBookMind 6 месяцев назад

    Parkev - New fan! Can I get your thoughts on some of the companies in the AI ecosystem? Keen to hear your thoughts on Vertiv or Equinix? Looking to gain some more exposure to the AI ecosystem outside of Nvidia /Micron / TSMC / ASML / Samsung...
    Vertiv is up nearly 92% YTD so think I might have clearly missed the boat on this but interest to understand if you think this is justifiable or not.

  • @Imamghazali0786
    @Imamghazali0786 7 месяцев назад

    Parkev, May we buy more Dell stock before earning release on May 30 or sale it all out?

  • @AstroUniverse24
    @AstroUniverse24 7 месяцев назад +1

    Wher can we get access to the excel sheet?

  • @JunMingWong
    @JunMingWong 7 месяцев назад +1

    Thanks Parkev! Is it possible to cover SMIC too?

  • @matthewhoward1958
    @matthewhoward1958 7 месяцев назад +4

    Love the video! Was waiting on a TSM update! :)

  • @maheryaman5726
    @maheryaman5726 7 месяцев назад +1

    Love the content you provide and glad to be a member, was wondering what are your thought for CHAT (Roundhill Generative AI & Technology ETF) and OKLO stock ? Any planned workshops about fundamental investing which we can join online ?

    • @parkevtatevosiancfa9544
      @parkevtatevosiancfa9544  7 месяцев назад +1

      Thanks for joining as a member. These two companies are not ones I am familiar with, but I will add them on my list to evaluate.

  • @elizabethkingston7164
    @elizabethkingston7164 7 месяцев назад

    Hello, I'm new to investing and your channel. Excited by TSMC, I been looking at indie stock INDI @ $6.34. Do you think INDI could ever rival TSMC?
    Thank you for your videos. As a Truck driver I often work 60-70 hours a week so these videos allow me to listen to your opinions and form my own.
    Much appreciate 🙏

  • @joepistone8922
    @joepistone8922 7 месяцев назад +2

    Hi Parkev.
    You recently did a video where you stated you would only buy TSM in the $120s. What's changed?

    • @parkevtatevosiancfa9544
      @parkevtatevosiancfa9544  7 месяцев назад +4

      That doesn’t sound like something I said.

    • @joepistone8922
      @joepistone8922 7 месяцев назад +1

      @@parkevtatevosiancfa9544 lol I'm gonna find it.
      Thanks by the way. Enjoying your videos and insights. TSM is an awesome company

  • @cliffordshatz3327
    @cliffordshatz3327 7 месяцев назад +1

    Thanks again, P. Any chance of an update on VRT? It's up quite a bit recently.

    • @parkevtatevosiancfa9544
      @parkevtatevosiancfa9544  7 месяцев назад +1

      Hi Clifford, this is not one I follow regularly, but it is on my list. Unlikely for anytime soon.

  • @JasperLopez
    @JasperLopez 7 месяцев назад

    Hi Parkev. Ive held TSMC for 2 years now, curently up 40%-45%. Just wondering when is the right time to take profit?

  • @ammarsayegh
    @ammarsayegh 7 месяцев назад +1

    Thank you very much for your videos.

  • @姥姥王-u1p
    @姥姥王-u1p 7 месяцев назад

    NOT TOO LATR to OWN TSM. They are “cordially “ invited by many governments to setup manufacturing plants such as US, Japan and Germany with subsidies. 90 % US defend industry’ chips are from TSM, NVDA is totally depending on them. Right now Jensen Huang is in Taiwan spend time with 92 years old Morris Chang - the founder of TSM, they even went to the eat the street food together. That tells you something…

  • @glennsampayan2322
    @glennsampayan2322 7 месяцев назад

    Thanks! Kindly cover BKKT stock.

  • @Ril10nit
    @Ril10nit 7 месяцев назад +3

    i ddin't buy the dip i hesited too much 😢

    • @dvb1701
      @dvb1701 7 месяцев назад +1

      Same here. I'm kicking myself for not adding to my position at under $130 per share a few weeks ago. At least I did start a position back in January.

    • @Ril10nit
      @Ril10nit 7 месяцев назад

      @@dvb1701 brooooo, haha thanks i feel less lonely ^^"' - Even SMCI I regret not buying the dip x) & Arm too haha

    • @belchmelch
      @belchmelch 7 месяцев назад

      it’s not too late. did a call option…

  • @danielchu4654
    @danielchu4654 7 месяцев назад

    Thank you

  • @mercury13
    @mercury13 7 месяцев назад +1

    TSM will prob hit 900 in 10 maybe 15 years or less

  • @balbridie1
    @balbridie1 7 месяцев назад

    Duolingo stock?

  • @rasoulghanbari7545
    @rasoulghanbari7545 7 месяцев назад

    Appreciate sir❤

  • @adeebmalik2547
    @adeebmalik2547 7 месяцев назад

    Why does is not make your top 10 or top 25 stocks to buy category, just out of curiosity? Thanks for the videos!

  • @BrettTheNosePicker
    @BrettTheNosePicker 7 месяцев назад +2

    Please do alphabet again

  • @nazruluxd
    @nazruluxd 6 месяцев назад

  • @BasedPajeet
    @BasedPajeet 7 месяцев назад

    I am going to wait for the debt bubble to explode and buy it super cheap. They will crash the market for sure after the election.