- Entry
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- Now
- $453.31
- Target
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- Score
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Looking at TSM as a beginner, I'm struggling to understand why it doesn't get nearly as much attention as Nvidia, Microsoft, Amazon, etc. Consider the following: * **Valuation:** Forward P/E of approximately 20.27× (on par with Nvidia) * **Moat:** A near-monopoly in leading-edge semiconductor manufacturing, with enormous barriers to entry. * **AI exposure:** Essential to virtually every aspect of the AI revolution, from data centres and autonomous vehicles to robotics. * **Regardless of who wins AI:** Whether Nvidia, AMD, Google, …
— ORIGINAL POST ·
Why doesn't TSM get more attention? Am I missing something?
· r/ValueInvesting
· Oct 10, 2026