TSM → $540.00 by Jul 31, 2027.

My rationale is that the etf is anyway profoundly overexposed to tech and that ASML and TSM can beta the market for many years. They are down 17-18%.. so this could be a decent entry. The 1y outlook is quite high. Analyst report 540$ (from 404) for tsm and $2140 (from 1624) for ASML. My horizon for now is 3/4y, especially because afterwords some other competitors can enter full speed (like CXMT). What is your take? Any other suggestion?