# TSMC: The Market's Hidden Safe Haven

Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/tsmc-the-market-s-hidden-safe-haven
Text version: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/tsmc-the-market-s-hidden-safe-haven.md
Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-05-30T17:28:21+00:00
Episode link: https://api.fastcast.ai/audio/2d81a15b-a329-4360-9baa-3442503a3a91.mp3
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Duration seconds: 102

## Resource

The market’s on fire again—Nasdaq up 25%, S&P 500 up 15% since April, hitting fresh highs—but valuations are sky-high too, with the Shiller P/E at 42, hotter than before the dot-com crash. History whispers caution: that same level in October 2021 led to a brutal year-long bear market. If another crash hits, one name dominates the radar: TSMC. The world’s biggest chipmaker controls 70% of the foundry market and 90% of advanced AI/data center chips. No competition from clients, massive scale, and insane returns—40% YTD, over 100% last year. Even with a soaring P/E, TSMC could be a steal if the market dips. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/c0d3530dd547b672

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## Transcript

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