Taiwanese Semiconductor Manufacturing Company, $TSM, is the world’s largest contract chip manufacturer.
Powerful analysis! Thank you very much for sharing Patel.
I was totally shocked when I read the MS report. They are basically asking investors to trust some sell-side analysis instead of leaders from TSMC....
loved this piece... i gave up on that report after page 5.. I admire your ability to last till page 19...
I got called about it, read a couple pages, said it was terrible, but then got pinged about it by couple others and so decided I needed to tear into it.
Institutional imperative
Off-topic, but dude, have you been stockpiling these or just writing non-stop on Adderall for a week?
I'm was in Tullum and now Playa Del Carmen. Just feeling a bit energized by the sun, beaches, and Mexican food I guess :)
Well, whatever it is, keep it up, I like it!
Powerful analysis! Thank you very much for sharing Patel.
I was totally shocked when I read the MS report. They are basically asking investors to trust some sell-side analysis instead of leaders from TSMC....
loved this piece... i gave up on that report after page 5.. I admire your ability to last till page 19...
I got called about it, read a couple pages, said it was terrible, but then got pinged about it by couple others and so decided I needed to tear into it.
Institutional imperative
Off-topic, but dude, have you been stockpiling these or just writing non-stop on Adderall for a week?
I'm was in Tullum and now Playa Del Carmen. Just feeling a bit energized by the sun, beaches, and Mexican food I guess :)
Well, whatever it is, keep it up, I like it!