what further future projection can there be? intel already has trailing pe of 900 and forward pe 125, TSM is like 35 and 25 respectively

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Since TSM is trading way cheaper than INTC. It’s actually easier for TSM to give better returns than INTC. INTC have already priced in the next five years of parabolic growth. But TSM is still going slow slowly and only quarter to quarter or sometimes maybe one year forward growth is the only thing we just priced in.

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Easy to see that path? I don't think it's easy. Intel really has to have spectacular execution. TSM has proven that it does have that execution

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If something happens with Taiwan/ TSM realistically might reach 200$ no ?

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The bubble where they are the only major Fab player in America and everyone else outsources to TSM. Intel is in full control

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I sold DELL at $105 TSM $115, MU $65 MRVL $65 AVGO $200 BE $22 just to name a few! Wow am I good at timing the bottom 😄

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Tech bubble popping today. Overpriced dog shit. Short google, TSM, Amazon. Dont even know what they do. Probably sell CDs.

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