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Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
Key takeaways
- SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector.
- Wei projects AI accelerator revenue compounding at a high-50s CAGR through 2029, with 17 of 19 analysts rating TSM a buy.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn t make the cut.
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat Alex Sirois Fri, June 19, 2026 at 9:56 PM GMT+7 4 min read TSM NVDA SOXX Quick Read TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-date while TSM gained only 41%, making it the cheapest pure-play foundry seat in the semiconductor sector.
C.C. Wei projects AI accelerator revenue compounding at a high-50s CAGR through 2029, with 17 of 19 analysts rating TSM a buy.
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