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TSMC is criminally undervalued in regards to its associates in AMD, Nvidia, Google, Broadcom and literally every other tech company which is 100% reliant on their ability to fab chips. The entirety of the AI race is not dependent on Nvidia or AMDs ability to design the best AI chip. Its dependent on TSMCs ability to fabricate them. In this inflationary speculative environment AMD, Nvidia, Broadcom, are all given premium valuations with 40-120x pe and can still be considered fair …
— ORIGINAL POST ·
Very Bullish on TSMC
· r/stocks
· Dec 2, 2025