TSMC, is this likely to grow a lot faster than Nvidia and is the stock a goodbye now?

TSMC's growth potential appears robust, with several factors indicating a strong outlook:

1. Revenue Growth and Profitability: TSMC's revenue growth rate stands at 34.41%, with a net profit margin of 37.35%. This is a substantial growth rate, especially when compared to Nvidia's 122.4% revenue growth rate. TSMC's higher net profit margin also suggests efficient cost management and profitability.

2. Strategic Expansion: TSMC's expansion into advanced process technologies, such as the sub-2nm process, indicates a commitment to innovation and growth. This expansion into more advanced nodes is crucial for meeting the demands of the AI and HPC sectors, which are expected to drive growth.
3. Market Position and Partnerships: TSMC's partnerships with leading tech companies like Nvidia, AMD, and Apple are strategic and highlight its critical role in AI innovation. These partnerships ensure a steady revenue stream and position TSMC as a key player in the semiconductor industry.
4. Financial Stability: TSMC's ROE of 13.06% reflects a healthy return on equity, which is a key indicator of financial stability and profitability. This is slightly lower than Nvidia's ROE of 62.25%, but it is important to consider the different business models and capital structures between the two companies.

5. Industry Trends: The AI and HPC sectors are expected to continue driving demand for advanced chips, benefiting TSMC's leading position in the industry. TSMC's focus on these areas, combined with its technological advancements, positions it well to capitalize on these trends.
6. Valuation and Analyst Sentiment: Despite geopolitical risks that have kept TSMC's valuation down, analysts remain bullish on the stock, with some predicting significant upside potential. This suggests that the market may be undervaluing TSMC's growth prospects.

In conclusion, while Nvidia has shown impressive growth in revenue and profitability, TSMC's lower growth rate may be offset by its larger base and strategic positioning in the industry. The decision to hold or sell TSMC stock should be based on your individual investment strategy, risk tolerance, and the weight you give to the growth potential and financial metrics of both companies. It is also advisable to monitor any shifts in analyst projections and market conditions that could influence the stock's performance.