TSM: When is Enough?
- Author
- Rakaan Kayali
- Published
- Sat 26 Jul 2025
- Episode Link
- None
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TSM: When is Enough?
In this episode, we will cover:
- Intro and Market Recap
- Tesla Update & Robotaxi Expansion
- TSMC Overview: What They Do
- Taiwan Risk and Geopolitical Concerns
- TSMC’s Unique Position in AI Chip Manufacturing
- Financials: Revenue Growth & Margins
- Discounted Cash Flow Breakdown
- Is TSM Overvalued or Undervalued?
- Final Thoughts on Taking Profits
- Viewer Q&A: Crypto, AMD, and More
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DISCLAIMER
Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.
