Comments by "Anders Juel Jensen" (@andersjjensen) on "How TSMC Handled an Earthquake" video.

  1. I'm not a financial advisor, but the reason that TSMC isn't crazy over valued like some other tech companies is probably that they're enormously predictable in their future income. They book wafer agreements 3-5 years in advance, build fabs that can fulfill that demand and then run them at ever lower margins until they're "worn out". This means they can't suddenly invent a hot new thing and become the latest fad overnight. But they have consistently delivered on their profit projections, and since they produce for every player in the AI space (Even Intel is using them for their NPUs, instead of using their own fabs for that), Apple, a hefty portion of the Android phone market, and most the PC space in general, I think you could do worse than buy TSMC stock. That is, if you buy stocks to generate passive income. If you buy stocks in the hope they'll gain value, so you can sell them for a profit, then TSMC is probably not the best bet.
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