NVIDIA$Taiwan Semiconductor(TSM.US)
I looked at the Q1 earnings released on April 16. With profits up 58%, it feels like a lot of the market’s concerns have been cleared up.
The capex target is still around the $56B ceiling, which tells me demand for AI infrastructure is still very strong and probably far from peaking.
For me, this stock is basically the core holding in my portfolio, because almost every major chip designer eventually relies on its manufacturing.
This is just my personal experience and perspective, not financial advice.
@Bridge Buzz SG
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