Morgan Stanley has downgraded TSMC $TSM in a blubbering 83-page report which caused its valuation to tumble by $25 billion. This report is full of errors and falsehoods. SemiAnalysis dissects some of these glaring mistakes.
Powerful analysis! Thank you very much for sharing Patel.
I was totally shocked when I read the MS report. They are basically asking investors to trust some sell-side analysis instead of leaders from TSMC....
loved this piece... i gave up on that report after page 5.. I admire your ability to last till page 19...
Institutional imperative
Off-topic, but dude, have you been stockpiling these or just writing non-stop on Adderall for a week?
Morgan Stanley Just Reduced TSMC’s Value By $25B While Demonstrating A Complete Lack of Semiconductor Knowledge
Powerful analysis! Thank you very much for sharing Patel.
I was totally shocked when I read the MS report. They are basically asking investors to trust some sell-side analysis instead of leaders from TSMC....
loved this piece... i gave up on that report after page 5.. I admire your ability to last till page 19...
Institutional imperative
Off-topic, but dude, have you been stockpiling these or just writing non-stop on Adderall for a week?