u/GoldDeathray69 · 14d agono track record yet
“considering TSMC for a 10% slot [of a long-term portfolio]”
Title: 19yo, considering TSMC at 10% of a long-term portfolio — thoughts?
TSMC represents a compelling long-term holding due to its near-monopoly on advanced chip manufacturing, consistent revenue growth, and position as the critical supply-chain chokepoint for AI and semiconductor firms. The author expects TSMC to outpace the S&P 500 over a decade despite geopolitical risks, and views it as a more diversified thematic play than concentrating further in Nvidia.
At post $417.41Now $439.00+5.2% since postedas of Sep 8, 4:31 PM ET
1d+0.1%
3d+0.0%
1w-0.8%
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