TSMC Stock: Winning Quietly As AI Titans Battle (NYSE:TSM)
Summary
- TSM's fundamentals are solid, with soaring sales, expanding market share, and impressive EBITDA growth despite increased R&D spending.
- Valuation remains attractive; projected EPS growth and management's optimistic outlook suggest further upside, supporting a Strong Buy rating.
- Short-term risks include potential pullback due to overbought conditions and broader market volatility, but TSM's long-term thesis remains compelling.
Analystâs Disclosure:I/we have a beneficial long position in the shares of TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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