Source Post
TSMC, Intel, ASML, or Micron? (3 Must Go, 1 Must Stay).
Jan 8, 2026
The creator analyzes four semiconductor companies: TSMC, ASML, Micron, and Intel, using a discounted cash flow model to determine fair value. While acknowledging the strength of ASML and TSMC as businesses, he finds them overvalued. Micron is considered fairly valued, and Intel is slightly overvalued. He ranks Micron as the top pick, followed by TSMC, ASML, and Intel.
Linked Mentions
Tickers discussed in this post
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.