Talking Stocks 2.0

[chsu74]

Originally Posted by 7sins

What a ER from TSM, great beat on EPS and raised guidance for next year. Significant demand for 5nm chips. Going under the hood, margins at 51%! Almost 11% operating and building new plant in Japan. Also forecasting chip shortage well into 2022 https://www.investorsobserver.com/ne...inue-into-2022. Absolutely nailed this call, disappointing to see the stock only rally 2% but very confident in these trades. Look at their market share and rev, one could argue one of the most important companies in the world, no problem waiting this one out.

This and AUPH are the two bright green sticks in my portfolio today