Taiwan Semiconductor Manufacturing Company, Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is one of Taiwan's largest companies, the world's most valuable semiconductor company, and the world's largest dedicated independent (pure-play) semiconductor foundry, with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan. It is majority owned by foreign investors.
Nearly two years in Eric Bleeker's AI Portfolio, and the foundry that makes almost every leading AI chip has more than doubled: $1,000 at the October 2024 call is worth about $2,326 today. Anyone waiting for the geopolitical discount to close first has paid for the wait.
Two years in Eric Bleeker's AI Portfolio turned $10,000 into roughly $26,400 on the world's most indispensable chipmaker. The position cleared the double mark long ago and keeps extending as AI foundry demand compounds.
Two years in Eric Bleeker's AI Portfolio, and Taiwan Semiconductor has turned a $10,000 stake into roughly $26,420. The foundry that makes nearly every leading AI chip is still the cleanest way to own the buildout.
A House member just rotated out of a defensive pest-control name and into the two chipmakers at the center of the AI buildout, all on the same August day. The sale was the biggest leg of the three, and the filing landed 41 days later, so the repositioning only becomes public now.
Apple's capital now decides which US manufacturers get scale: Cook has put $600 billion behind the reshoring pledge, with Corning the first proof point. Cramer's challenge is whether that is anywhere near enough for holders of the supplier names.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Leopold Aschenbrenner's Situational Awareness had 77.3% of its long book in five names as of June 30, with memory alone accounting for more than half. That is the portfolio behind the roughly $15 billion hit Jane Street took in July, disclosed only now and before the forced sale to Citadel.
As of Jun 30, 2026 · disclosed Aug 14, 2026 · ~45 days stale — long positions only.
Brad Gerstner's Altimeter had 56% of its 20-stock book in five names as of June 30, with NVIDIA and Cerebras alone making up more than a third. That is an undiluted AI hardware bet, spanning chips, foundry, and cloud compute, disclosed roughly 45 days after the fact.
TSMC keeps landing on my buy list quarter after quarter, and the more I study its financials the harder it gets to justify stopping. Here is why I keep adding to a…
Synopsys software sits inside nearly every advanced AI chip on the market, yet the stock trades at a fraction of its closest rival's multiple. Here is why analysts and our model see…
Chip stocks are splitting in two directions, with Intel (NASDAQ:INTC | INTC Price Prediction) handing back part of an enormous year while NVIDIA (NASDAQ:NVDA) rises on its own company news. Intel stock…
TSMC is booking capacity it cannot build fast enough, and a $60 billion capital bet suggests management sees something the market has not yet priced in. Here is what the numbers reveal…
AMD just cracked a $1 trillion market cap and its Data Center business is exploding, but whether a steady $500 monthly stake turns into a windfall or a disappointment by 2030 depends…
HSBC just flipped its rating on Synopsys with a price target that towers above Wall Street consensus, and the reasoning behind it reframes the chip design giant as something the market may…
Intel has staged one of the most dramatic stock reversals in recent memory, but our proprietary model says the rally has outrun reality. Here is what needs to happen for the thesis…
Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) are rising Monday morning after a supply-chain report indicated AMD has notified partners of a 10% price increase planned for the fourth…
TSMC dominates AI silicon and just raised its growth outlook, yet one corner of GlobalFoundries' business is quietly outpacing it on a percentage basis while the stock sits near a 52-week low.…
Everyone buying TSMC stock is watching the wrong number. The real reason to own shares hides one layer beneath the AI headlines, inside a bottleneck so tight that even TSMC's own customers…
Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.
ASML and TSMC both crushed their latest quarters riding the same AI wave, but only one of them wins no matter which chipmaker comes out on top. Figuring out which is the…
ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper,…
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing…
