Strong Buy Trade Call for Taiwan Semi (TSM)

27 days ago

"Taiwan Semi is a strong buy in the quant. Taiwan Semi has been a strong buy all the way back here to trading under $200. If you go back three years, it was even a strong buy at around 140 bucks. Remember, Warren Buffett dumped this one at 90 because he thought it was too expensive and the risk with China was too high. Wall Street's price target of Taiwan Semi is 341, and they're trading at 290 bucks – that's a 21% upside."

The speaker highlights Taiwan Semi as a strong buy, noting its sustained performance historically and a 21% upside based on Wall Street's price target of 341 versus the current 290. The commentary is bolstered by reference to past valuation levels and mentions a notable opinion from Warren Buffett regarding its pricing and geopolitical risks.

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