8/5/25 - $tsm - Good to be back
8/5/25 :: VROCKSTAR :: 
TSM
Good to be back
- you all know i stick to the winners so it's always been $TSM/
NVDA and then everyone else (go read the posts if inclined w/ more thoughts on either)
-TSM is a key infrastructure layer for the next 5-10 yr of hyper-AI growth and not disappearing
- 4.5% fcf yield, growing teens
- sub 20x PE and growing big DD's (easy)
- does it dip, find a lower lower? no clue, but i'll be adding
V
TSMGood to be back
- you all know i stick to the winners so it's always been $TSM/
NVDA and then everyone else (go read the posts if inclined w/ more thoughts on either)-
TSM is a key infrastructure layer for the next 5-10 yr of hyper-AI growth and not disappearing- 4.5% fcf yield, growing teens
- sub 20x PE and growing big DD's (easy)
- does it dip, find a lower lower? no clue, but i'll be adding
V
Trade active
topping off the ol watering can
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.