TSMC STOCK ANALYSIS - 2X STOCK! Price Target $255/share!

Hi everyone, it took me about 3 days to research TSMC and make this video. I couldn't figure out how to adjust my camera's lighting, but I hope you enjoy the video!

Thanks for the video! I’m currently holding naked calls at $150 strike with DTE 4/16. Hoping we see TSM reach new ATH past $140!

I think their Rivals is SK HYNIX & Samsung SDI. But as of right now, TSMC is ahead by ~2-3 years.

Thank you for the valuable information!
Good video 👏

They look over valued as it is. I don't see them growing as fast anymore as the 7nm and future 3nm chip foundries are already at or booked for peak capacity.
Intel offer better value and are more likely to double in price over the next 18 months as the benefit of having there own chip fabs allowed them to steal back market share from AMD even though the Intel chips were older and not as good, AMD could not get there superior chips manufactured

Thanks for the video Victor 👋

TSMC's competitors don't stand a chance against TSMC because their technology is not as good as TSMC's

Awesome video! Thanks! I think this is the typical stock that people miss out on buying because they are focused on short term and see the stock overvalued but on the long term it is not.

Victor, thank you for another insightful video. TSMC appears to be a wise investment for at least the next 2-3 years; quite possibly longer. 🇹🇼

Thanks for making this great video and helpful info.

Holding AMD and TSM 💪

Hey I’m curious about this stock because I work for GM and we are experiencing the shortage from the TSM semi conductors we receive so how will that affect their value and revenue in the following year.

I just put a total of 3000 bucks into both tsmc and sony. Sony is looking good in terms of long term stability and current value.

great video and analysis. TSM seems like a no brainer hold right now

Thank you for such high quality content! Would you consider analyzing ERIC?

Hi Victor.
Could you share your thought on impending market crash 2021. Whether the bubble burst going to happen or not.

我一直在猜你到底是那邊的華人 很像呆丸郎

Great Video
Greetings from Germany 🇩🇪

Really great video. Thanks.

Good video. ASML are the company that enables any sub 7nm chips. You should check them out. They supply all the main players in the semi conductor sector

What do u think about tsm dropping now? Do u think it will drop below 100, please advise.. I am holding avg $118 price now

Great Video ! Greetings from São Paulo- Brazil !!!

I can’t say enough how amazing this company is, it’s a core portfolio holding and it will deliver value for years to come. Backbone of the global semiconductor industry that is only accelerating.

What are the apps we can use as foreigners in taiwan stocks?

Great channel! Have you considered doing writeups on SeekingAlpha? Since we are on the topic of semiconductors, would be great if you can look at NVDA and AMD at some point! Thank you!

great video, Thx Victor !

It is funny that TSM's stock went up five fold in the last 5 years due to more PE ratio expanding than actual earning growth (In other words: investor willing to pay more than the last investor). You predict a double in 3 years, looking at the rear mirror. That is just a very optimistic view. I personally think Intel is going to take foundary market share from TSM in the next 10 years.

Am I to late to buying into this?

There was no worst case/normal case/best case in this video?

I am holding average price at 130😰😰

You seem to promote China stocks, what's your angle?

One thing that you missed: tsm, entered into semiconductor super cycle right after paying down their long term debt. In this case they got lucky and have much more room for Capex and take on debt while being financially healthy. They can continue to pay the dividend while outspending Intel and samsung.

The management is financially prudent and deserves to dominate the market. Tsmc has number 1 focus on customer. Intel will never become a foundry because no one will send their design to their competitor. Can you imagine nvda qcom, etc sending their design to Intel? Can't be trusted because Intel does design.

It's why foundry is best business model, u aren't competing with your customers

I am continuing to accumulate TSMC as it trends to around $100 in this recent macro environment (April 2022). Unfortunately, one of the key risks that you overlooked is geopolitical, but hopefully Mainland China will resist the urge to threaten Taiwan further, and TSMC stock price will rebound to reflect the true value of this great company. TSMC is diversifying its fab locations with CapEx in Japan and Arizona to localize and de-risk its production.
Thx Victor!

Hi Victor, can you please do an updated video on TSM? Thank you

I am watching your video after a year. You kidding? Is this scam video? Haha

Hey Victor, what’s your advice now? Even if you leave a short message is fine. Complete video you can make later :)