From Nasdaq: 2025-05-29 09:30:00

Cathie Wood, known for investing in emerging technologies, has been focusing on AI and semiconductor stocks. ARK Invest’s portfolio includes Tesla, Coinbase, and more. Wood added mainstream AI stocks like Amazon and Alphabet to hedge her speculative positions. Recently, she bought into Nvidia and AMD, and now Taiwan Semiconductor Manufacturing.

Wood’s ARK Invest purchased 241,047 shares of Taiwan Semiconductor, a major player in chip development. TSM specializes in foundry services crucial for companies like Nvidia and Amazon. With AI infrastructure spending expected to rise, TSMC is positioned to benefit from the demand for chipsets and semiconductor products.

TSMC’s stock has gained 20% in the past year, outperforming the market. Despite recent gains, the stock remains attractively priced with a forward P/E of 20.8. As a key player in the AI ecosystem, TSMC stands to benefit from the growing demand for chipsets and GPUs.

Investors may be undervaluing TSMC, making it a potential bargain. With strong AI tailwinds and a critical role in chip development, the stock presents a compelling opportunity for growth investors looking to diversify their portfolio. Consider following Wood’s lead and investing in Taiwan Semiconductor Manufacturing.



Read more at Nasdaq: Cathie Wood Goes Bargain Hunting: 1 Monster Artificial Intelligence (AI) Semiconductor Stock She Just Bought on the Dip. (Hint: It’s Not Nvidia or AMD.)