Buy TSM by Jul 14, 2026.

I've been a big believer in TSM for a while and I'm surprised more people here don't have it as the foundation of their portfolio, or at least the non-index fund portion of their portfolio. Even if you assume multiple compression down to their historical average, they don't need explosive growth at all to generate good returns, they would need somewhere in the ballpark of 15-20% eps growth depending on what assumptions you use. Their growth for the last few …