The author criticizes Bloomberg for echoing BofA's March KOSPI report and framing $TSM and
The author criticizes Bloomberg for echoing BofA's March KOSPI report and framing $TSM and $NVDA's upstream supply chain as a bubble, citing inaccurate comparison to the .com bubble and misuse of 'debt' instead of 'margin'.
“Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March. And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”. Then using the words going into “debt” instead of “margin” + comparing Taiwan’s market to the .com bubble. Crap like this is why retail trust in media has dropped off a cliff in the past few years.”Original post：X / @aleabitoreddit ↗