TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade)
TSMCTSMC(US:TSM) Seeking Alpha·2025-12-19 11:42

Group 1 - Taiwan Semiconductor Manufacturing Company Limited (TSM) faces challenges from resurgent competitor Intel (INTC) [1] - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on identifying attractive risk/reward opportunities [1] - The investment strategy emphasizes growth investing with a focus on stocks that have strong fundamentals and significant upside potential [1] Group 2 - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting growth stocks with robust fundamentals [1] - The investment outlook is typically 18 to 24 months for the thesis to play out, aiming for stocks with buying momentum and turnaround potential at attractive valuations [1]