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u/Johnny_Yukon

Reddit r/ValueInvesting
· tracked since May 2026
Calls
1
Win Rate
100.0%
Return
+4.7%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
TSM long +4.7%
Worst Calls
No live losers yet
Most Mentioned
TSM ×1
Recent Calls
TSM long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return +4.7% Long Return +4.7% Short Return -
Average Return
7d -3.8%
30d -0.7%
90d —
Result
Result
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Theme Stance
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Side
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Entry
P&L
Thesis
Theme
Source
TSM Taiwan S... Taiwan Semiconducto...
Long
May 11
$411.68
+4.7%
TSM trades at 20x forward earnings with 41% revenue growth, 46% net margins, 36% ROE, and a near-monopoly on advanced fabrication. Every dollar of AI capex ultimately flows through TSM’s foundries regardless of chip design winners, making it the most direct and undervalued play in the AI supply chain. At 20x earnings, TSM offers a rare value entry in a frothy sector; the author would consider it cheap even at 25x. Geopolitical tensions (Taiwan), cyclical semiconductor downturn, or a slowdown in AI capex could compress multiples.
TSM trades at 20x forward earnings with 41% revenue growth, 46% net margins, 36% ROE, and a near-monopoly on advanced fabrication. Every dollar of AI capex ultimately flows through TSM’s foundries regardless of chip design winners, making it the most direct and undervalued play in the AI supply chain. At 20x earnings, TSM offers a rare value entry in a frothy sector; the author would consider it cheap even at 25x. Geopolitical tensions (Taiwan), cyclical semiconductor downturn, or a slowdown in AI capex could compress multiples.
AI/Semi
REDDIT
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u/Johnny_Yukon has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: TSM.