TSMC(TSM) Seeking Alpha·2025-01-12 04:36Company Overview - Noah's Arc Capital Management focuses on providing Wall Street-level insights to main street investors, with a research emphasis on 20th-century stocks undergoing 21st-century transformations [1] - The company also occasionally covers firms that assist in transforming 20th-century companies, seeking innovations in business models that could lead to significant stock changes [1] Analyst Background - Noah Cox, the managing partner of Noah's Arc Capital Management, is the main author of the article, though his views may not necessarily reflect those of the firm [3] - The analyst holds a beneficial long position in TSM and AMD through stock ownership, options, or other derivatives, and the article expresses his personal opinions [4]