TSM

The emergence and spread of proxy artificial intelligence was an additional incentive for Taiwan Semiconductor Manufacturing Company (TSMC), which was already experiencing a surge in demand as a result of the accelerators being used in these data centers.

As a result, Taiwan Semiconductor Company is increasing its investments, adding an additional $100 billion in Arizona to build several manufacturing facilities to meet this growing demand.

But does all this make TSMC shares an investment opportunity to buy, or is it too late and has the share price risen enough to offset all this increased market demand for the company?

when I think about how much how much money I want to put into a position like Tasmea right now, because I think that Tasmea has a very good chance of producing like 50% returns over the next year.

So part of my brain is like, well man, I should just buy like literally as much as I possibly can. Like make this thing 40% of my portfolio, 50% of my portfolio. Why not, right?

Like why not? I feel I have so much conviction. I think it's going to produce 50% return. So why not just make it a ridiculously large position and I'll make a a shitload of money as Tasa's CEO would say.

And in Taiwan, you have this amazing company. It's a very good company. TSMC currently makes up 13% of the index. It has risen from 4.5% two years ago to 13% today.

It is trading at 65 times its cyclically adjusted price-to-earnings ratio. I think this is a very high number. But I don't think it's limited to TSMC.