🌟AI stocks are expensive if y

🌟AI stocks are expensive if you look at today's earnings.They are cheap if you look at the next decade.

To value AI stocks we look at whether the company has moats, eco system lock in, its growth rates, free cash flow rates & core earnings fundamentals.

I like $Taiwan Semiconductor Manufacturing(TSM)$ because it sits as the ultimate gatekeeper of modern technology. Nvidia, Broadcom, AMD & Apple cannot physically manufacture a single cutting edge chip without asking TSMC to build it for them.

TSMC commands a staggering 70% market share in the global foundry business. More importantly, when it comes to ultra advanced 3 nanometer & 5 nanometer chips required for AI & high performance computing, TSMC market share is almost 100%.

TSMC is a bargain when you consider its P/E ratio is only 24.3x. It also has an efficient 1.29 expected PEG ratio.

For investors, TSMC also pays a 1.2% dividend yield in addition to capital growth. That is why TSMC is my favourite.

@Tiger_comments

Micron Reclaims $900! Order Fears Fade, Is Chip Selloff Over?

Micron surged 9.87% in a single session, reclaiming $900 as Friday's panic over alleged Nvidia order cuts rapidly dissipated. Semiconductors staged a broad V-shaped rebound — the 3x leveraged chip ETF soared 15.83%, Intel gained 11.19%, and SK Hynix's 2x leveraged ETF rose 14.60%, as dip-buyers flooded back the day after the crash. Is this an oversold bounce, or the start of a sustained recovery — will you chase this chip rally or wait for a pullback confirmation?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":573117284340664,"tweetId":"573117284340664","gmtCreate":1780956535488,"gmtModify":1780999852647,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"authorIdStr":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"userType":2,"introduction":"Be Extraordinary Is My Motto In Life Because The Best Is Yet To Be!","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.06.09","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000}],"fanSize":53910,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":12085,"starInvestorOrderShareNum":185,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":91.2,"showRor":true,"investmentPhilosophy":"Buy Undervalued Quality Stocks and Hold Long Term. They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":76.536313,"tradeVolumeEst":0},"themes":[{"themeId":"ad7818b5483947a391dffaf3b3e51164","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Micron Reclaims $900! Order Fears Fade, Is Chip Selloff Over?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ad7818b5483947a391dffaf3b3e51164}&rnconfig={\"headerBarHidden\": true}","description":"Micron surged 9.87% in a single session, reclaiming $900 as Friday's panic over alleged Nvidia order cuts rapidly dissipated. Semiconductors staged a broad V-shaped rebound — the 3x leveraged chip ETF soared 15.83%, Intel gained 11.19%, and SK Hynix's 2x leveraged ETF rose 14.60%, as dip-buyers flooded back the day after the crash. Is this an oversold bounce, or the start of a sustained recovery — will you chase this chip rally or wait for a pullback confirmation?","image":"https://community-static.tradeup.com/news/8b23c042121584ccc8efc0861468a03f"}],"images":[{"img":"https://community-static.tradeup.com/news/444310ebb4925104a3e0502c6698583c"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/444310ebb4925104a3e0502c6698583c"}],"title":"","html":"<html><head></head><body>🌟AI stocks are expensive if you look at today's earnings.They are cheap if you look at the next decade.\n\nTo value AI stocks we look at whether the company has moats, eco system lock in, its growth rates, free cash flow rates &amp; core earnings fundamentals.\nI like <a href=\"https://ttm.financial/S/TSM\"> $Taiwan Semiconductor Manufacturing(TSM)$ </a>because it sits as the ultimate gatekeeper of modern technology.&nbsp; Nvidia, Broadcom, AMD &amp; Apple cannot physically manufacture a single cutting edge chip without asking TSMC to build it for them.\nTSMC commands a staggering 70% market share in the global foundry business.&nbsp; More importantly, when it comes to ultra advanced 3 nanometer &amp; 5 nanometer chips required for AI &amp; high performance computing, TSMC market share is almost 100%.\nTSMC is a bargain when you consider its P/E ratio is only 24.3x.&nbsp; It also has an efficient 1.29 expected PEG ratio.\nFor investors, TSMC also pays a 1.2% dividend yield in addition to capital growth.&nbsp; That is why TSMC is my favourite.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/444310ebb4925104a3e0502c6698583c\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟AI stocks are expensive if you look at today's earnings.They are cheap if you look at the next decade.\n\nTo value AI stocks we look at whether the company has moats, eco system lock in, its growth rates, free cash flow rates &amp; core earnings fundamentals.\nI like <a href=\"https://ttm.financial/S/TSM\"> $Taiwan Semiconductor Manufacturing(TSM)$ </a>because it sits as the ultimate gatekeeper of modern technology.&nbsp; Nvidia, Broadcom, AMD &amp; Apple cannot physically manufacture a single cutting edge chip without asking TSMC to build it for them.\nTSMC commands a staggering 70% market share in the global foundry business.&nbsp; More importantly, when it comes to ultra advanced 3 nanometer &amp; 5 nanometer chips required for AI &amp; high performance computing, TSMC market share is almost 100%.\nTSMC is a bargain when you consider its P/E ratio is only 24.3x.&nbsp; It also has an efficient 1.29 expected PEG ratio.\nFor investors, TSMC also pays a 1.2% dividend yield in addition to capital growth.&nbsp; That is why TSMC is my favourite.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/444310ebb4925104a3e0502c6698583c\"></t-t></body></html>","text":"🌟AI stocks are expensive if you look at today's earnings.They are cheap if you look at the next decade. To value AI stocks we look at whether the company has moats, eco system lock in, its growth rates, free cash flow rates & core earnings fundamentals. I like $Taiwan Semiconductor Manufacturing(TSM)$ because it sits as the ultimate gatekeeper of modern technology. Nvidia, Broadcom, AMD & Apple cannot physically manufacture a single cutting edge chip without asking TSMC to build it for them. TSMC commands a staggering 70% market share in the global foundry business. More importantly, when it comes to ultra advanced 3 nanometer & 5 nanometer chips required for AI & high performance computing, TSMC market share is almost 100%. TSMC is a bargain when you consider its P/E ratio is only 24.3x. It also has an efficient 1.29 expected PEG ratio. For investors, TSMC also pays a 1.2% dividend yield in addition to capital growth. That is why TSMC is my favourite. @Tiger_comments","highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":14,"favoriteSize":0,"link":"https://ttm.financial/post/573117284340664","repostId":0,"isVote":1,"tweetType":1,"viewCount":416,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":819,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/573117284340664"}