Historical article. Figures, holdings and views reflect the original publication, not current conditions. Claims are preserved, not independently revalidated. Capital at risk.
Original publication image · eToro
The Most Important Company on Earth. 🌏
You can argue about who designs the best chip (Nvidia vs AMD). You cannot argue about who builds them.
TSMC ($TSM) is the bottleneck of the entire AI revolution. 90%+ of advanced AI chips pass through their fabs in Taiwan.
Why I am accumulating $TSM while the sector bleeds:
Valuation: Trading at ~22x Forward P/E, it is significantly cheaper than the designers ($NVDA is ~40x).
Moat: Samsung and Intel are years behind on yield.
Reality: Even if Nvidia loses market share to AMD or Google TPUs, TSMC still manufactures ALL of them.
It's the ultimate "Pick and Shovel" play.
$TSM $NVDA $AMD $SOXX
Copy Trading is not investment advice | Capital at risk | Past performance does not guarantee future results. Full disclosures.
