Equity Long-Short Analyst

Pyari Menon

Pyari has over twenty years of experience in the industry, having worked on both the buy and sell-side including at Goldman Sachs, Credit-Suisse, Deutsche Bank, Intellectual Ventures, Tano Capital, and Franklin Templeton. His coverage has been in technology and midcaps across various geographies including Taiwan, ASEAN, India, the US, and Europe.

TSMC 3Q24: Capex & Margin Guidance Remains Strong; Explains Why AI Demand Not Overhyped; Stay Long

Taiwan Dual-Listings Monitor: TSMC Premium Holding Up; ASE & CHT See Sharp Drops

Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>Shares of <a href="https://www.smartkarma.com/entities/taiwan-semiconductor-sp-adr" target="_blank" data-smartkarma-citation="entities:8587:1" rel="noopener">Taiwan Semiconductor (TSMC) - ADR (TSM US)</a> surged on a robust results and raised revenue outlook, driven by strength in AI related demand.</li>
<li>Markets are overlooking the fact that many AI companies and solutions are unnecessary, unsustainable and will lead to blowups and consolidation.</li>
<li>We make the case for why TSMC is over valued and investors will likely get better entry levels.</li>
</ul>


Shares of Taiwan Semiconductor (TSMC) - ADR (TSM US) surged on a robust results and raised revenue outlook, driven by strength in AI related demand.
Markets are overlooking the fact that many AI companies and solutions are unnecessary, unsustainable and will lead to blowups and consolidation.
We make the case for why TSMC is over valued and investors will likely get better entry levels.


TSMC: Trading as if Valuations Don't Matter