Creator sentiment
8 creators · 8 views · past 7 days
Updated October 20, 2026
The bull case
- +Expects 58% YoY revenue growth next quarter and faster growth through 2029.
- +Trades at ~18x forward earnings, down 14% in the sell-off, a great opportunity.
- +Increased capex and margin dip are the cost of being the most important chipmaker.
- +Revenue grew 41% year-over-year with gross margins above 66% and operating margins near 59%, beating the high end of guidance.
- +AI/high-performance computing now makes up 68% of revenue, up from 57% a year ago, driving premium pricing and demand.
- +Trading at 18.8x forward earnings, which he considers cheap for a business with such growth, margins, and competitive advantages.
- +His DCF valuation estimates fair value at $584 per share versus the current $422, implying meaningful upside.
- +Trading at historical support around $412, a good entry point.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Dips Never Last. I'm Buying These Stocks NOW.
Expects 58% YoY revenue growth next quarter and faster growth through 2029. · Trades at ~18x forward earnings, down 14% in the sell-off, a great opportunity. · Increased capex and margin dip are the cost of being the most important chipmaker.
📹 Great News for Taiwan Semiconductor Stock Investors | TSM Earnings Analysis
Revenue grew 41% year-over-year with gross margins above 66% and operating margins near 59%, beating the high end of guidance. · AI/high-performance computing now makes up 68% of revenue, up from 57% a year ago, driving premium pricing and demand. · Trading at 18.8x forward earnings, which he considers cheap for a business with such growth, margins, and competitive advantages. · His DCF valuation estimates fair value at $584 per share versus the current $422, implying meaningful upside.
📹 Stock Market Crash Could END This Week! Here's Why:
Trading at historical support around $412, a good entry point. · Cheap valuation at 18x forward earnings with ~50% net margin and 30-40% EPS growth. · Everyone needs Taiwan Semi regardless of which AI clouds survive.
