Ale's World of StocksANALYSTAug 2, 2026“TSM is a high-quality AI chipmaker with a rare dip worth buying — 70% global supply, 40%+ growth, and a PEG under 0.7 make it cheap.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
This is the largest chip manufacturer in the entire world. they generate around 70% of the entire global supply
it's projected that spending on AI infrastructure alone could jump to around 3 to4 trillion by 2030, which TSM, you know, would be a direct beneficiary of.
the company is seeing so much demand right now for their newer more energyefficient 2nanmter chips that management actually raised their fullear um revenue guidance to over 40% growth
pouring another $100 billion uh to expand their manufacturing plants in Arizona, which brings their overall commitment there to over $265 billion in total.
moving some production now over to the States actually helps lower some of that risk.
They've got a PEG ratio of less than 0.7, which is also close to half that of the sector median. That is pretty damn cheap for a company of this caliber.
Risk
the only concern um that I can think of right now myself is simply that there is just maybe a a little bit too much demand for their chips.
when you already hold so much market share and you're struggling to build chips fast enough to supply all of these power- hungry companies out there, you're going to see those customers really start to look elsewhere to get their hands on more supply.
The structured call
The receipt
Publish-day price $$404.52 · the claim is anchored to the moment it was said.