Twenty straight quarters of EPS beats land on the line before the open today, with consensus at $4.46 and revenue of $1.45T. The world's foundry monopoly sets the tone for every AI chip name that trades after it.
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Taiwan Semiconductor cleared its June 30 peak by 1.99% with a new 52-week high at $485.80, a fresh record for a $2.5 trillion foundry that anchors the entire AI chip supply chain. The next test is whether it holds above the old ceiling.
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.
- AVGOBroadcom Inc. - Common Stock (AVGO)Buy$1K – $15KAug 12
- ROLRollins, Inc. Common Stock (ROL)Sell$15K – $50KAug 12
- TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM)Buy$1K – $15KAug 12
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.
TSM Coverage
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