SEMI & TSMC valuations: stretched
Room for consensus to move higher? Not easy.
My 2nd post in Substack, after I’ve left my last sell-side job.
The Semi craze continues, for a lot of good reasons – but valuations still matter.
Asia ex Japan TECH is ok
AxJ Tech is trading at + 1 standard deviation on 202…
Keep reading with a 7-day free trial
Subscribe to N. Baratte - TechStock01 to keep reading this post and get 7 days of free access to the full post archives.