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TSM · TSMC

The world's sole foundry for leading-edge chips — NVDA, AVGO, AAPL, and AMD all depend on it. A core holding beyond the geopolitical risk premium.

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TSM · TSMC — The world's sole foundry for leading-edge processes. NVDA, AVGO, AAPL, and AMD all depend on it — a core holding beyond the geopolitical risk premium.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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