2 Bargain Stocks You Can't Afford to Miss Out on During the Stock Market Sell-Off

Group 1: Taiwan Semiconductor (TSM) - Taiwan Semiconductor is the leading contract chip manufacturer, supplying major tech companies like Apple and Nvidia [2] - The company is investing $100 billion to build six new facilities in the U.S., in addition to a $65 billion facility in Arizona, to mitigate potential tariff impacts [3] - Despite concerns over tariffs, TSMC's CEO expects revenue to increase by nearly 20% in U.S. dollar terms for the full year 2025 [4] - The stock is currently valued at 17 times forward earnings, presenting a buying opportunity for investors [7] - The market is undervaluing TSMC's stock, as management indicates strong business prospects [8] Group 2: The Trade Desk (TTD) - The Trade Desk's stock has fallen approximately 65% from its all-time high due to a combination of a broader market sell-off and a missed revenue expectation in Q4 [9] - The company is a leader in digital advertising, helping clients optimize ad placements across various platforms [10] - A shift to an AI-powered platform caused the revenue miss, as The Trade Desk prioritized long-term customer relationships over immediate revenue [11] - The digital media space has significant growth potential, and The Trade Desk is well-positioned to benefit from this transition [12] - Although the stock is trading at 28 times forward earnings, its market dominance in a growing industry makes it a worthwhile investment [14]