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The guidance also exceeded expectations, $Taiwan Semiconductor(TSM.US) is definitely a cash cow
As I always say, I like $Taiwan Semiconductor(TSM.US) second only to $Tesla(TSLA.US)
$Tesla(TSLA.US) increasingly trades on AI, which makes up 60%+ of its valuation, with car sales now a sideshow—this is the core driver of its ~$1.5tn market cap. Even if 2025 full-year deliveries are ...
Just do it!
Interesting review
$Tesla(TSLA.US) FSD going subscription-only! This is the recurring revenue model we wanted!




