Arthur Hanson
Well-known member
As one who makes a living as an independent investor, TSM has been a long-term holding of mine and is now rated the top stock by numerous investment houses. They feel TSM is the key company to build the hardware behind AI and will continue to be the leader in this area for at least a decade. I feel AI is in its infancy and will penetrate literally every area of education, commerce and trade. The societal, business and social changes AI/ML will bring will be on a worldwide scale and penetrate social, business, trade, research, education, government, warfare and virtually everything over the next ten years. Just the cost to build and staff a state of the art fab are staggering and no other company can match TSM at building and staffing a fab from an ecosystem that is unmatched at building, staffing and running a fab to the point almost every major advanced country wants a TSM fab. The big question is will TSM become the largest company on earth and maybe in space to. Relationships are also a key part and the trust TSM has built up around the world with governments, education and businesses are unmatched and this may be the most valuable asset of all.