TSMC: Time To Dump Shares

Summary:

• With the rise of geopolitical risks, TSMC’s future looks more uncertain than ever.
• 2025 could be different for TSMC than 2024 in terms of performance, and its shares might not offer the same growth anymore.
• Our model shows that TSMC’s shares are overvalued, which is why we rate the company as a sell.

TSMC’s (NYSE:TSM) stock had a good run throughout most of 2024, but 2025 could be greatly different. Although the company reported great numbers during the latest earnings call, the rise of geopolitical risks and the gradual normalization of

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