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TSMC: One Of My Favorite AI Picks In 2025
TSMTSMC(TSM) Seeking Alpha·2025-01-12 16:30

Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, focusing on stocks with strong growth potential and turnaround plays [3] Investment Strategy - The strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and buying momentum [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with attractive valuations and significant upside potential [3]