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[@SCCM2024](/creator/twitter/SCCM2024)
"📈 Valuation: P/E XX P/FCF XX XX% implied growth. Not cheap but quality never is. Margins XX% returns XX% and a $1T chip market by 2030. This isnt cyclical its essential infrastructure for the digital age"  
[X Link](https://x.com/SCCM2024/status/1978555693071290454) [@SCCM2024](/creator/x/SCCM2024) 2025-10-15T20:16Z XX followers, XX engagements


"🌏 Why It Matters: The Chip War isnt about software. Its about hardware. China now spends more on chips ($349B) than oil ($310B). AI is driving an arms race in compute power the modern Thucydides Trap. And ASML is the tollbooth of that race"  
[X Link](https://x.com/SCCM2024/status/1978555695663333762) [@SCCM2024](/creator/x/SCCM2024) 2025-10-15T20:16Z XX followers, XX engagements


"Should You Invest in Quantum Computing Inc 👉 Click here to read the full blog: #QUBT #Rigetti #RGTI #IonQ #IONQ #Quantum #Photonics #Stocks #Investing #QuantumComputing #AI #TechStocks #Valuation #RiskManagement #NVDA #ASML #TSMC #Microsoft #IBM"  
[X Link](https://x.com/SCCM2024/status/1976603623749509429) [@SCCM2024](/creator/x/SCCM2024) 2025-10-10T11:00Z XX followers, XXX engagements


"How the Semiconductor giants are performing in 2025 The Chip Scorecard Leaders: $AVGO +102% $MU +76% $INTC +64% $AMD +50% Solid: $NVDA +37% $TSM +37% $ASML +31% $MVRL +11% Laggard: $QCOM X% Takeaway: AI compute + foundry/packaging still winning; dispersion is huge. Which giant are you riding into H2picks & shovels or chip designers #semis #AI #stocks"  
[X Link](https://x.com/SCCM2024/status/1978739097054163432) [@SCCM2024](/creator/x/SCCM2024) 2025-10-16T08:25Z XX followers, XXX engagements


"🚨 The most important company in the world just posted record profits and youve probably never used its product. But Apple Nvidia AMD and the entire AI boom They cant run without it. 👇 #TSMC #AI #semiconductors #investing #compounding #techstocks #ChipWar #investing #longterm"  
[X Link](https://x.com/SCCM2024/status/1979217686820163857) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements


"🧠 Meet TSMC: the $1.56T chip giant behind every AI boom headline. It doesnt design chips. It just makes them better than anyone else. 90%+ of the worlds advanced chips XXX% of Nvidias AI chips Supplier to Apple AMD Qualcomm Doesnt compete just manufactures"  
[X Link](https://x.com/SCCM2024/status/1979217689718489258) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements


"🌍 Heres the kicker: Most Western chip giants are fabless. They design chips (Nvidia AMD Arm) But outsource manufacturing to TSMC and Samsung. And XX% of that happens in Taiwan. Thats why the TSMC chokehold matters"  
[X Link](https://x.com/SCCM2024/status/1979217692386083198) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements


"📦 Real-world example: Every iPhone runs on a chip designed by Apple Manufactured by TSMC Assembled by Foxconn. Thats how fragile and concentrated the supply chain is"  
[X Link](https://x.com/SCCM2024/status/1979217698362970585) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements


"🔥 Why this matters: Chips are the new oil. And Taiwan is the new Middle East. Chris Miller (in Chip War) said it best: The worlds chip industry depends more on the Taiwan Strait than any other chunk of land except Silicon Valley"  
[X Link](https://x.com/SCCM2024/status/1979217701311524980) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements


"💸 Valuation snapshot: Market cap: $1.56T P/E: 40x P/FCF: 26x DCF implies 20%+ future growth $60B+ CapEx in 2024 $250B+ TAM in packaging The markets betting on dominance. And TSMC is delivering"  
[X Link](https://x.com/SCCM2024/status/1979217707229684062) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements


"⚠ Risks worth watching: China-Taiwan tensions massive downside low probability 🧠 AI CapEx pullbacks short-term risk 📉 Intel foundry trying to catch up still reliant on TSMC 📱 Huawei rebound could pressure Apple volume"  
[X Link](https://x.com/SCCM2024/status/1979217709482029182) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements


"💡 Bottom line: TSMC is the most critical infrastructure company of the AI era. Its the silent kingmaker behind every iPhone ChatGPT query and GPU. Owning it is like holding the picks and shovels of every gold rush at once"  
[X Link](https://x.com/SCCM2024/status/1979217711088484834) [@SCCM2024](/creator/x/SCCM2024) 2025-10-17T16:07Z XX followers, XX engagements