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$TSMBull claim
Jose Najarro StocksJose Najarro StocksANALYSTJul 13, 2026
The claim

“TSMC is an attractive AI play with pricing power, reasonable valuation, and early-cycle AI dynamics.”

Why he says it — point by point

FAVORABLE & AGAINST · BOTH KEPT

Why

forward PE ratio, I don't think it's actually that crazy, right? potential of them increasing certain pricing, not something crazy like Micron, but even an increase in pricing can help improve margins

this AI cycle is extremely extremely early in the AI industry

management here has always said how it is and they don't sugarcoat it.

The structured call

Direction
Bullish
Catalyst
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Target
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The receipt

YouTube · 8:358:35

“TSMC is an attractive AI play with pricing power, reasonable valuation, and early-cycle AI dynamics.”

From "The Next 5 Days Will Be Crucial For My AI Stock Portfolio!!"
Open the source at 8:35 →

Publish-day price $$404.52 · the claim is anchored to the moment it was said.

Jose Najarro Stocks on $TSM, over time

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