Taiwan Semiconductor (TSMC)

Money Thrill : I am also bullish for TSMC. As Retired investment advisor i try to understand the Trend and i am always looking for a company with good fundamentals and future. Good investment on capital (ROIC) and free cash flow (FCF). I am against very cheap shares  like #Warren Buffet's method precisely because we are not Warren Buffett's.  
When shares are cheap there is always a reason for it.  TSM is not cheap but if you understand this is the Greatest Foundry in the world and everybody needs the high-performance memory-intensive chips for AI (Artificial Intelligence) then you understand  that this stock is a good investment for the next Era.

You don't have to be very intelligent to understand that. Keep It SIMPLE in your investments and do not believe analysts. They always lag behind the prices with their upgrades and downgrades    

Money Thrill : And something else now? The (expected) P/E is an expectation phase, but fundamentally this says something about the "past" and certainly not about the "real" results in the future because we do not know that in reality. The expected P/E is therefore something from the past, not about the 'real' future! This can be either good or bad. It's always a guess. That's my humble opinion