From 1980 to 2000 personal computers became popular and from 2000 to 2020, smart phones became popular. The next 20 years will be in the field of AI. tsmc cooperates with large global companies, especially ASML Currently, chip factories are being set up in the United States, Japan and Germany, and the company continues to Invest in research and development, maintain a leading position and increase the moat. Buffett once said that it is a good company.
Taiwan Semi is a bit scary because of all the China-Taiwan issues. That is also why Warren buffet sold his positions. What is your #1 favorite Semiconductor company? I own Broadcom since last October, im +40%, thinking to increase my position since: Building on the acquisition of VMware, Broadcom plans to achieve consolidated revenue of $50 billion for the 2024 financial year. An amount which would reflect an increase in the group's revenues of 40% from one year to the next. What do you think?
GEOPOLITICAL RISK OF TSM is being overstated and exaggerated by western media and politician, north korea keeps firing missiles to provoke south korea, how no one said SAMSUNG HAS GEOPOLITICAL RISK
If Taiwan is attacked, I believe that the stock prices of technology companies around the world will encounter a crisis, because technology is the result of mutual cooperation between global companies, and Taiwan’s geography also controls global trade and shipping, which will also cause trade chaos, as can be seen in the recent Red Sea crisis
you can't predict what will happen in a month, it's easier to predict over a period of 5 to 10 years. "In the short run, the market is a voting machine but in the long run, it is a weighing machine." This quote is attributed to Benjamin Graham, a renowned economist, and investor who is considered the father of value investing. He emphasized the idea that in the short term, stock prices can be influenced by various factors such as investor sentiment, speculation, and market dynamics (voting machine), but in the long term, the intrinsic value of a company becomes more apparent, and its stock price tends to reflect that fundamental value (weighing machine).
TSM will retrace Nvidia like last year. $300 plus is guaranteed this year there is no stopping was sleeping giant that has awoken and looking for vengeance
While everything does hinge on TSMC for the time being, major efforts are in play in an effort to onshore this capability. It will of course take many more years, and one of the locations is TSMC also, they will likely lose market share by the end of the decade.
considering the AI ARM RACE AMONG NATIONS AND BIG 7 TECH, I HAD BEEN BETTING ON TSM, will buy and hold in the next 5 years, over the past 5 years, TSM spend over 130 billion usd expanding advanced chip capacity, which enables TSM achieve economy of scale, however, that does not mean TSM should lower its price, instead, companies and nations scramble for AI chip capacity, TSM will certainly raise chip price, which enable TSM to create more operating cash flow, i am very bullish on TSM, and FIRMLY BELIEVE THAT THE MARKET CAP OF TSM WILL HIT 1 TRILLION IN THE NEAR FUTURE
Parkey, sorry to hijack this great topic on TSM but how would a total noob evaluate an ETF after all costs VS its Index? The fees don't seem too big relative to the performance (for example SPYG and QQQM). Have you done a vid on this or maybe point me to a source for dummies that won't lose me after the first paragraph?
@user-en5is4lr9v thats true. If it gets too high however, not only does the risk increase but can also make a company insolvent should something drastic happen. There is a cost associated with that delivery even if its hardware, software, staff costs etc... its an important metric as a percentage of the revenue.
@user-en5is4lr9v I actually don't like the term deferred revenue as its a positive spin on a potentially negative issue although I'd expect most businesses to have some element of this, especially ones that sell call off orders for example.
I still don't get what's going on with TSM. Aren't they the biggest in helping out with AI production, yet not getting credit. I'm not a master of international politics or even stocks. But exactly how is China's influence keeping it down. Maybe a stupid question. Don't care anymore. AI is going to have to be global, right? In order to succeed. Reply
Without ASML, it is just another chip producer. The IP is obviously with the others, and thus the high profitability. While everything does hinge on TSMC for the time being, major efforts are in play in an effort to onshore this capability. It will of course take many more years, and one of the locations is TSMC also, they will likely lose market share by the end of the decade.
TSM is a buy. I don’t care what anyone says.
the only one able to build that tech with such high level of innovation. A winner
@@valentinfontanger4962what about intel ?
Buy it, also.
I haven't been able to follow the news much, but it's way up this week, for some reason. I'm glad I bought some shares earlier this year.
Thanks for sharing!
Your videos are the best. Thank you so much for your insight!
I appreciate that!
From 1980 to 2000 personal computers became popular and from 2000 to 2020, smart phones became popular. The next 20 years will be in the field of AI. tsmc cooperates with large global companies, especially ASML Currently, chip factories are being set up in the United States, Japan and Germany, and the company continues to Invest in research and development, maintain a leading position and increase the moat. Buffett once said that it is a good company.
Taiwan Semi is a bit scary because of all the China-Taiwan issues. That is also why Warren buffet sold his positions.
What is your #1 favorite Semiconductor company? I own Broadcom since last October, im +40%, thinking to increase my position since:
Building on the acquisition of VMware, Broadcom plans to achieve consolidated revenue of $50 billion for the 2024 financial year. An amount which would reflect an increase in the group's revenues of 40% from one year to the next.
What do you think?
I have a video coming out on broadcom stock soon.
I'll take a chance with about 3shares at $113 it's at
GEOPOLITICAL RISK OF TSM is being overstated and exaggerated by western media and politician, north korea keeps firing missiles to provoke south korea, how no one said SAMSUNG HAS GEOPOLITICAL RISK
If Taiwan is attacked, I believe that the stock prices of technology companies around the world will encounter a crisis, because technology is the result of mutual cooperation between global companies, and Taiwan’s geography also controls global trade and shipping, which will also cause trade chaos, as can be seen in the recent Red Sea crisis
im working on a school project dealing with investing and researching the growth of funds over a months period, should i still buy it?
you can't predict what will happen in a month, it's easier to predict over a period of 5 to 10 years. "In the short run, the market is a voting machine but in the long run, it is a weighing machine." This quote is attributed to Benjamin Graham, a renowned economist, and investor who is considered the father of value investing. He emphasized the idea that in the short term, stock prices can be influenced by various factors such as investor sentiment, speculation, and market dynamics (voting machine), but in the long term, the intrinsic value of a company becomes more apparent, and its stock price tends to reflect that fundamental value (weighing machine).
Thanks for another awesome video about a stock I am interested in.
❤😂🎉
More to come!
TSM will retrace Nvidia like last year. $300 plus is guaranteed this year there is no stopping was sleeping giant that has awoken and looking for vengeance
While everything does hinge on TSMC for the time being, major efforts are in play in an effort to onshore this capability. It will of course take many more years, and one of the locations is TSMC also, they will likely lose market share by the end of the decade.
considering the AI ARM RACE AMONG NATIONS AND BIG 7 TECH, I HAD BEEN BETTING ON TSM, will buy and hold in the next 5 years, over the past 5 years, TSM spend over 130 billion usd expanding advanced chip capacity, which enables TSM achieve economy of scale, however, that does not mean TSM should lower its price, instead, companies and nations scramble for AI chip capacity, TSM will certainly raise chip price, which enable TSM to create more operating cash flow, i am very bullish on TSM, and FIRMLY BELIEVE THAT THE MARKET CAP OF TSM WILL HIT 1 TRILLION IN THE NEAR FUTURE
Parkey, sorry to hijack this great topic on TSM but how would a total noob evaluate an ETF after all costs VS its Index? The fees don't seem too big relative to the performance (for example SPYG and QQQM). Have you done a vid on this or maybe point me to a source for dummies that won't lose me after the first paragraph?
If EPS has a proyected negative growth in 2026, would that be a signal to sell by the end of 2025? (If proyections stay as they are)...
EPS determines net income so i guess
Deferred revenue is debt as its services or orders which a custoner has paid for but have not yet been delivered.
…that gets recognized thru the top line revenue as the product is delivered. I take that liability in my calculations.
@user-en5is4lr9v thats true. If it gets too high however, not only does the risk increase but can also make a company insolvent should something drastic happen. There is a cost associated with that delivery even if its hardware, software, staff costs etc... its an important metric as a percentage of the revenue.
@user-en5is4lr9v I actually don't like the term deferred revenue as its a positive spin on a potentially negative issue although I'd expect most businesses to have some element of this, especially ones that sell call off orders for example.
I still don't get what's going on with TSM. Aren't they the biggest in helping out with AI production, yet not getting credit. I'm not a master of international politics or even stocks. But exactly how is China's influence keeping it down. Maybe a stupid question. Don't care anymore. AI is going to have to be global, right? In order to succeed.
Reply
Without ASML, it is just another chip producer. The IP is obviously with the others, and thus the high profitability.
While everything does hinge on TSMC for the time being, major efforts are in play in an effort to onshore this capability. It will of course take many more years, and one of the locations is TSMC also, they will likely lose market share by the end of the decade.