1Semana·

🦆💻 Patito Dives into Tech Titans: TSMC Joins the Pond!

Patito just took the plunge into Taiwan Semiconductor $2330 — not for the hype, but for the substance.


With an Elite Patito Score of 97 and a solid WB Grade B, this chip giant brings 29.5% ROE, strong free cash flow, and global tech dominance.


📊 Why TSMC earns a place in the nest:


  • 💰 PE 20.8 with FCF Yield 3.4% → Quality at a fair price!
  • 📈 5Y Revenue Growth: +29.5% – elite compounding
  • 🪙 Dividend up 24% in 5 years – shareholder love!
  • 🌎 Arizona, Japan, Germany fabs – smart de-risking beyond Taiwan
  • 🧠 Not a gamble, but a global enabler of Apple, NVIDIA, AMD & more



🐣 This isn’t just another chip stock. It’s the backbone of AI, smartphones, and HPC — and now it’s part of Patito’s compounder pond. 🧠📦

24.06
TSMC logo
Compró 16 a 1045,00 TWD
16.720,00 TWD
6
Únase a la conversación