
$Taiwan Semiconductor(TSM.US) 2026 revenue is +30% YoY guided, with a 2024-2029 CAGR "approach 25%". 2nm H2 mass production, A16 ready by the end of the year, and overseas FABs diversifying risk. Motley Fool calls this "AI winner hiding in plain sight". 27x forward PE for 25% structural growth. I buy 100 shares monthly through DCA, without market timing.
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