TSMC Stock Analysis: The Most Important Company in the World?

It won’t go to zero, they got fabs in Japan and US. The MOAT is the ELITE highly educated semiconductor workforce and ecosystem built up over 3 decades. They workers can pack up and move just in case.

Prolly only 3-4 countries have the kind of workforce and culture to build TSMC level company.

Workforce is their real power, training the knowledge is really complicated.

A thoughtful analysis. I can’t purchase TSM in my tax advantaged account, so I’ll stick with ASML. No idea about next week, Levi jeans was the only one to come to mind - cowboys!

My guess for next week:
When you said it was war related and cyclical, I was thinking defense contractor like Lockheed Martin. But with the “bonus hint”, I’ll go with Smith and Wesson.

wittawy one of da weasons

Interesting question regarding capital lite/high CapEx transitioning for mag 7. Amazon remains in a great position because they’ve never been a capital lite business. They’re built for thriving especially in comparison to competitors during this transition.

I've owned it over 15 years and watched as it's gone up 15X.

So what happens to your portfolio if you don't own any tsmc and China invades Taiwan?