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Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
Key takeaways
- TSM fabricates every major AI chip, including NVIDIA s Blackwell, Broadcom s XPUs, and AMD s MI450, yet trades at a fraction of its customers valuations.
- TSM surged 119% over the trailing year with 58% operating margins, yet its price-to-sales multiple remains well below NVIDIA s 19x.
- 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.
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock Omor Ibne Ehsan Tue, June 23, 2026 at 12:35 AM GMT+7 4 min read TSM NVDA AVGO AMD Quick Read Chase Coleman lifted Tiger Global s TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added positions in Q1 2026.
TSM fabricates every major AI chip, including NVIDIA s Blackwell, Broadcom s XPUs, and AMD s MI450, yet trades at a fraction of its customers valuations.
TSM surged 119% over the trailing year with 58% operating margins, yet its price-to-sales multiple remains well below NVIDIA s 19x.
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