TSMC: Foundry Monopoly, Inelastic Demand, Robust Pricing Power, And Cheap Valuations

Core Insights - The article provides a contrasting view of the analyst's portfolio, highlighting a diverse range of stocks that the analyst is interested in [1]. Group 1 - The analyst expresses a beneficial long position in shares of NVDA and AVGO, indicating confidence in these stocks [2]. - The article emphasizes that the analysis is for informational purposes and encourages investors to conduct their own research before making investment decisions [3]. - It is noted that past performance does not guarantee future results, and no specific investment recommendations are provided [4].