Taiwan Semiconductor TSM had a buyable gap up a few days ago, undercut, and is still within buying range.
Revenue and earnings are growing at the rate of 20% per annum with no expected slowing over the next 5 years.
TSM traded to a high of $222 on earnings while strong capex investment of $40 bil vs $35 bil est shows the extent to which AI is accelerating, well ahead of the dot com era of user growth. TSM is greatly benefiting since their biggest customers are AMD, NVDA, QCOM,INTC, AAPL, AVGO, etc.
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