Creator sentiment
100/100
● Bullish 100%● Neutral 0%● Bearish 0%
6 creators · 6 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +The only game in town for manufacturing AI chips, down 22% last month.
- +Trades at 0.49 PEG with 38% expected revenue growth, a bit more expensive but solid.
- +TSM is cheap at ~17.3x forward P/E and is a key player in the supply chain.
- +Trading ~24% below fair value of $466, with over 50% one-year bull upside.
- +Serves a fortress role in the portfolio, manufacturing hardware for the future global economy.
- +Currently in the 'steel zone' buy range at ~$353 vs. $373 target entry.
- +DCF fair value of $566 versus ~$395 price implies substantial upside.
- +Best manufacturer in the world across any industry, with decades of outperformance.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
Let's Talk Money! with Joseph Hogue, CFA BullishNov 8
📹 I Just Bought $74,000 in this Crushed AI Stock
The only game in town for manufacturing AI chips, down 22% last month. · Trades at 0.49 PEG with 38% expected revenue growth, a bit more expensive but solid.
Jose Najarro Stocks BullishNov 8
📹 Nvidia Stock Down 22% — Is Its 13x Forward P/E a STEAL?
TSM is cheap at ~17.3x forward P/E and is a key player in the supply chain.
Jerry Romine Stocks BullishNov 7Target $466 fair value
📹 This AI Stock Crash Is A Gift. Here’s How I’m Investing.
Trading ~24% below fair value of $466, with over 50% one-year bull upside. · Serves a fortress role in the portfolio, manufacturing hardware for the future global economy. · Currently in the 'steel zone' buy range at ~$353 vs. $373 target entry.
