TSM & GOOG: Fine, I’ll Say It

Look, I’m not one of these guys who just throws money at anything with a “.com” at the end. It’s infuriating. But, alright, fine. If I had five hundred dollars—and it’s a big “if,” let me tell you—I guess I’d put it into Taiwan Semiconductor Manufacturing (TSM +1.46%) and Alphabet (GOOG 0.26%) (GOOGL 0.20%). Don’t ask me why everyone’s so obsessed with “growth stocks” though. It’s just…pressure. And frankly, the whole concept feels a little…showy.

Taiwan Semiconductor: It Makes the Chips. What More Do You Want?

So, TSMC. They make the processors. Ninety percent of the advanced chips. The AI stuff. Honestly, it’s not exactly rocket science, is it? It’s manufacturing. And they’re good at it. The stock’s up 262% in three years. Okay, fine. It’s good. But does anyone ever acknowledge the sheer inconvenience of needing processors? It’s a constant, nagging requirement of modern life. And now we’re supposed to be happy about it because this one company is doing well? Morningstar says they’ll be ahead for decades. Decades! Like we’re all supposed to plan our lives around TSMC’s projections? It’s preposterous.

Revenue up 30% to $122.4 billion? Earnings up nearly 50%? It’s…efficient. I’ll give them that. And the P/E ratio is only 31. Which, in this market, is practically a steal. Though, frankly, I still think it’s overpriced. It’s just…a principle.

Alphabet: The Chatbot. And Siri. Oh, Siri.

GOOG”>

Alphabet’s cloud revenue was up 34%. Gemini’s a hit. P/E ratio of 30. What more do they want from me? It’s like they’re actively trying to make me…uncomfortable. Look, I’m just saying, it’s a lot of pressure. Five hundred dollars. TSMC. Alphabet. Fine. I said it. Can we move on now?

2026-02-06 17:15

Taiwan Semiconductor: It Makes the Chips. What More Do You Want?

Alphabet: The Chatbot. And Siri. Oh, Siri.

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