$TSM

Explicit claim • strong conviction • basis: price target upside

the stock is a strong buy with about 20% upside

Explicit claim • strong conviction • basis: price target upside

And Taiwan Semiconductor is a name inside my portfolio. In fact, almost all of these stocks are inside my portfolio if you want to see the entirety of the portfolio. Then make sure you join my private investing community, the Stock Investors Edge, where you also get my weekly market report, daily market updates, trade alerts anytime I enter or exit a position, and access to our very own valuation website. Make sure you check out that link down in the description below and get started today. Now, let's jump back to our AI stack and head over to layer number two, which is going to be compute. And here we're going to discuss two of the most popular chip companies on the market today. Nvidia and AMD. Two stocks in my portfolio and two stocks with plenty of growth moving forward. Now that we've built the chips with Taiwan Semi, we need something to actually perform the AI computations. That's where Nvidia and AMD come in. And you can even put this layer below manufacturing as well because they come up with the design and then send it to Taiwan Semi to be manufactured. And beginning first though, let's look at Nvidia which remains the leader of AI compute. We're talking about Blackwell or Ver Rubin, its software ecosystem, developer adoption, enterprises, EVs, robotics. This isn't just a hardware company anymore. It's an entire AI platform, an ecosystem. As enterprises continue adopting AI, I still believe Nvidia remains one of the highest quality businesses in the market today. And this coming week, we get updated results from Jensen Wong, the CEO of All Th

Explicit claim • strong conviction • basis: fair value gap

What you're looking at on the screen is my calculation of what I think the business is worth today. And I think that business is worth $552, whereas the current market price is $403.

Explicit claim • strong conviction • basis: multiple relative

my verdict on TSM is this is my favorite setup of the group. Strong demand, strong recent numbers, strong reporting history, and a valuation that still looks acceptable. If I had to choose one name from this list to own going into the week, it would definitely be TSM.