We recently published a list of 10 best shares to buy and hold for 2 years. In this article we will look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) stands against other best shares to buy and keep for 2 years.
On March 27, BHMNews reported that the shares fell on Wednesday, led by the technology sector. The S&P 500 fell around 1.12%, followed by the Dow Jones, which fell with 132.71 points. More in particular, the Nasdaq dominated by the technology fell by 2.40% with a closure of 17,899.01 points. The decrease in the stock market was further exacerbated by the announcement of the White House of new rates for Auto -Import.
To talk about the future of technology and artificial intelligence Doug Clinton, intelligent Alpha founder, came to BHMNews for an interview on March 29. He said it has been more than a month now that the major technology names, in particular artificial intelligence companies, are not performing so well. Despite the recent dip, Clinton, however, maintained his bullish sentiment for the sector. He pointed out that if we zoom in from the current situation and look at the sector from two to three years from today, we will still see AI sharing rally and large capital expenditure. Clinton pointed out that if you are in favor of AI trade, it is important to remember that the market has had absolutely no turbulence for more than two years. This period of stability began from the end of 2022 to the beginning of 2025. Clinton categorized the current dip as the first real challenge for the AI trade. Referring to history, he pointed to the DOT COM era, when the Dot Com -trade stood for his first real challenge. The turbulence lasted 200 days to reach a new Nasdaq High. He clarified that this does not mean that the current turbulence will take 6 months, but if someone believes in the AI trade, they must be patient by the dip.
Also read: 10 best shares to buy and retain for 3 years and 12 non-technical shares with high growth that will be profitable in 2025.
As he spoke about the valuations, Clinton emphasized that the question is about the kind of risks that an investor wants to take during the trade. He noted that investors can choose to act during turbulence by leaving the market at high times, but the risk is that the AI shares can rise by 20% to 30% in no time, making it difficult for investors. Clinton pointed out that he is looking at this trade from a lens of two to three years. He believes that this will give him sufficient exposure and will also reduce the risk of missing the greater whole.
To put together the list of 10 best shares to buy and hold for 2 years, we sieved through financial media reports. From these sources we have put shares with more than 20% revenue growth on the shortlist in the last 3 years. We then ranked these shares in ascending order of the number of holders of hedge funds from the Q4 2024 database of Insider Monkey.
Why are we interested in the shares that stack hedge funds? The reason is simple: our research has shown that we can surpass the market by imitating the best share choices of the best hedge funds. The strategy of our quarterly newsletter selects 14 CAP and Large-CAP shares every quarter and has returned 373.4% since May 2014 and has reported its benchmark with 218 percentage points (See more details here).
Is Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) the best stock to buy and hold for 2 years?
A close-up of a complex network of integrated circuits used in logical semiconductors.
3-year revenue growth: 22.17%
Number of holders of hedge funds: 186
Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) is another leading technology company that focuses on the production of integrated circuits. The company is involved in the development of advanced semiconductor nodes, together with design ecosystems for specialized technologies. The technologies are used in various high -level industries, making it a reputable player. It is one of the best shares to buy and hold for 2 years.
On March 28, Barclays -analyst Simon Coles held a buy -rating on the shares with a target of $ 255. In addition, NightView Capital Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) in its Q4 2024 -in -the -world’s letter, which sets the company the company, which is the company’s market. Competitive advantage gives a price force compared to its competitors. In its income release of February 2025, the company reported its turnover by 43.1% on an annual basis of 43.1% to reach NT $ 260.01 billion.
In addition, on March 4, Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) announced his intention to increase his investment in advanced semiconductor production in the United States by $ 100 billion. The company already has a continuous investment of $ 65 billion in Phoenix, Arizona.
NightView Capital stated the following with regard to Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) in its Q4 2024 Investor letter:
“Half -guided are the unfortunate heroes of the modern economy, which drive everything from AI and 5G to electric vehicles and renewable energy systems. Without them, innovation stalls has been entered into a super cycle, driven by unprecedented demand in the industry and busty computers and while this.
Generally, TSM is in 2nd place On our list of best shares to buy and hold for 2 years. Although we recognize the potential of TSM as an investment, our conviction is the belief that AI shares have a greater promise for supplying a higher efficiency within a shorter period of time. If you are looking for an AI share that is promising than TSM, but that acts with less than 5 times its income, view our report on the Cheapest AI stock.
Read next: 20 best AI shares to buy now And 30 best shares to buy now according to billionaires
Publication: none. This article was originally published on Insider monkey.
