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Taiwan Semiconductor Manufacturing (TSM): A Bull Case Theory 

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $287.68 as of December 1st. TSM’s trailing and forward P/E were 29.81 and 23.92 respectively according to Yahoo Finance.

[caption id="attachment_1620054" align="aligncenter" width="768"] Photo by JESHOOTS.COM on Unsplash[/caption]

TSMC has mastered the art of turning conservative guidance into a strategic advantage, consistently...