How Parkev Tatevosian, CFA’s view on $TSM changed

2026-09-05Bullish
“3 Undervalued AI Stocks You Can Buy With 40% Upside or More”
TSM is undervalued at $416 vs fair value $609; >46% upside expected in 12-18 months driven by AI manufacturing dominance, offsetting geopolitical cost pressures.

The first AI stock I will be showcasing in this video is Taiwan Semiconductor Manufacturing Company (TSMC). I have calculated the fair value of this stock at $609 per share , while the market price is only $416.

Therefore, I have calculated a growth rate of more than 46% for Taiwan Semiconductor Company's stock over the next 12 to 18 months. Of course, one of the biggest positive factors surrounding this company is technological innovation.

This goes beyond the scope of artificial intelligence.

2026-09-02Bullish
“Should You Buy Broadcom Stock Instead of Taiwan Semiconductor Stock? | AVGO vs. TSM”
TSM is a slight buy advantage over peer; fair value $620 implies ~49% upside in 12-18 months.

Broadcom and Taiwan Semiconductor Manufacturing Company are seeing sales and profits boom as a result of the increasing demand for artificial intelligence. But which one of these two semiconductor companies is the better stock to buy right now?

You can see Taiwan Semiconductor there it operated on sales figure of around $75 billion in 2023 before its sales nearly doubled to $143 billion in the most recent trailing 12-month period.