The 1 Unstoppable Stock and the Trillionaire’s Tea Cup…

It was less than three years ago that the blobby green monster of artificial intelligence slithered into the world, and since then, it has been causing quite the ruckus. You needn’t ask me – I’m just a humble observer – but the five most dreadful money-carrying creatures on the planet (each with more riches than a teapot of toffees ever saw) have all been inkling their names in the ledger of this new gobbyly nonsense.

Nvidia, that lovable slob who thinks silicon dust is confetti, has now grown so enormous he could likely strangle the moon with his stock price. Microsoft, with its milky white beard and suspiciously friendly smile, is churning out AI tools like it’s selling sand to the Sahara. And who could forget Apple, that gleamy-eyed sapphire-zapped magician, cackling behind its iPhone curtains, nudging its share price toward impossible heights. Meanwhile, Alphabet and Amazon are jostling like ogres in a teacup factory, all squabbles and sticky fingers.

Now, tucked behind them like a timid frog beside a dragon, Ts McDermott (tidy mnemonic: TSMC) hums along with a $1.5 trillion market cap. But mark my words, this little green beast is brewing something desperate in its silicon loom. The world’s bloated appetite for AI has transformed it into a back-alley chef dishing out more fancy chips than a walnut has cracks.

Want chips with that?

Ts McDermott has spent years on the sidelines, a quiet weaver of the world’s priciest brains-on-wafers. But now, with AI’s ravenous hunger, it’s stepped into the forefront like a toad who’s discovered he owns a crown. The company’s handbook reads like a madcap fairy tale: “The World’s First Dedicated Semiconductor Foundry” – a phrase that tastes as odd as a rock with jam.

Its customer list? A rogues’ gallery of tech’s crankier titans: Nvidia, Arm Holdings, Advanced Micro Devices, and Apple (who, it must be said, pays in goldfish). With AI’s chaos growing, Ts McDermott no longer dawdles in the smartphone shadows. Sixty percent of its cash now flows from super-chips designed for AI, as if the world has suddenly demanded that every toaster possesses a Theory of Everything.

And grow it has! Revenue in Q2 rocketed 44%, swallowing $30 billion like it was a teacup full of liquid joy. Earnings per ADR? A fizzy $2.47, which is enough for a poor man to build a house of marbles. Management, that optimistic wide-eyed troupe, expects this vigor to continue – and history says they’re the kind of chefs who make soup out of dragons.

The path to $1 billion and a Pot of Golding?

Ts McDermott stands in the eye of the winnings hurricane. It is the humble baker to the beastly bakers of AI’s delirium. Should this Mad Hatter’s tea party continue, Wall Street’s scribbling suggests the company could sip out $123.3 billion in 2025 – and then another $156 billion to justify a $2 trillion crown.

This is, by all accounts, a campaign straight out of The Giants, the Bugs, and the Teacup of Progress. McKinsey & Company, that ruddy-eyed soothsayer of consulting, claims this AI nonsense could swell the world’s wallet by $2.6 trillion a year. A conservative estimate? No, my dear reader – it’s merely Thimblerig’s first act.

All this while Ts McDermott trades at a manageable 30 times forward earnings. In a world where degenerate millionaires trade cakes for stocks, this is practically a free spoon of honey. A single ticket to join the Footsie Club and their overpriced gumdrops of governance. You might say it’s just what the doctor prescribed… if your doctor prescribed entirely the wrong thing.

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2025-10-14 04:07

Want chips with that?

The path to $1 billion and a Pot of Golding?

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