TSMC’s stunning profitability
19:34–20:03 · 28s
Alec runs through TSMC’s blockbuster quarter—revenue up ~41% and net margins over 50%—and notes it still trades under 30x earnings, cheaper than Walmart.
19:34–20:03 · 28s
Alec runs through TSMC’s blockbuster quarter—revenue up ~41% and net margins over 50%—and notes it still trades under 30x earnings, cheaper than Walmart.
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