New Buy: Taiwan Semiconductor
3 months ago
Growth Curve by Austin Lieberman
"TSM: Started position after 34% YoY August revenue growth (vs 20% used in valuation model). Core holding candidate: established leader positioned for AI boom at ~20x P/E. Well-positioned semiconductor giant with 10+ year market outperformance, strong buffer in investment thesis."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
Related Stocks
Episode Information
Episode:
New Buy: Taiwan Semiconductor
Source:
Growth Curve by Austin Lieberman
Published:
September 10, 2025
Idea Type:
Stock Idea