Conversation

Recommended Stocks. Best to worst: 1) TSM - Significant technical lead on other semi-conductor companies. Only close competitor is Samsung. PE ratio of 17! Probably the most important company in the world right now. Only downside is risk China invades Taiwan. Pure semis play.
1
6
2) Google - Owns Deepmind and Google Brain. Huge piles of money and data to train AI. PE of 19. Downside: Ad revenue slipping. 3) Samsung - Only serious technical competitor to TSM. Insanely low PE of 8.58. Downside: not a very pure semis play.
2
2
4) Nvidia - Still the leader in designing GPUs. In house AI research. Downsides: Doesn't manufacture their own chips, high PE ratio of 55. 5) ASML - Makes hardware for semi-conductor fabs. Almost a monopoly in lithography. Downside: pretty high PE of 36+.
2
3
6) Intel - Still does good work designing chips. Huge struggles to manufacture sub 10nm chips in-house (TSM and Samsung have 3nm in production). Committed a ton of fraud. However the US government is wisely trying to increase domestic semis production and Intel is a US Company.
1
2