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Positive earnings trajectory and rising guidance for a leading chip foundry can drive multiple expansion and outperformance versus peers, especially in AI hardware cycles. Historical analogs show stocks with rising guidance amid AI demand often re-rate on earnings visibility, though the absence of concrete numbers tempers certainty.
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The article argues Nvidia, TSMC, and AMD stand to benefit from the AI surge, with TSMC singled out for strong earnings growth, rising guidance, and attractive valuation as AI chip demand accelerates. A sustained AI cycle could propel TSMC's earnings higher and support multiple expansion versus peers.
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