TSM Taiwan Semiconductor Manufacturing - ADR

$TSM Q3 earnings came in strong 📈 • EPS: $4.60 vs $4.52 expected 🟢 • Revenue: $46.72B vs $45.70B expected (+41% YoY) 🟢 • Net income up 69% YoY 🟢 • Operating margin at 58.7% 🟢 • Advanced chips now make up 79% of wafer revenue 🟢 Another strong quarter, beating expectations across the board and raising guidance again📈

.$TSM $AVGO $META $SNDK Best names to load up on right now, trading at ridiculously low forward PEs right now with hundreds of billions of AI chip and infra revenue in the coming qtrs and years, plus Meta’s MUSE is killing it 🚀🚀🚀🚀

TSMC doubles down on any CAPEX concerns and confirms investments over the next 3 years will be substantially larger - Forecasted AI growth does not include additional CPU demand driven by the expansion of AI agents, leaving room for further growth per, Meritz Securities $TSM $NVDA $AMD $SMH $MU

$TSM Hello everybody, it’s November calling - Santa is coming early this year and we are in for a HUGE REVERSAL. Tax loss harvesting, spreading AI FUD so big boys can get in cheap. Like clockwork. Disclaimer - Not financial advice, my own opinion

.$TSM $AVGO $META $SNDK Best names to load up on right now, trading at ridiculously low forward PEs with hundreds of billions of AI chip and infra revenue in the coming qtrs and years, plus Meta’s MUSE is killing it 🚀🚀🚀🚀

. $TSM $AVGO Best names to load up on right now, both will be over $500 in the coming weeks, trading at ridiculously low forward PEs right now with hundreds of billions of AI chip revenue projected for 2027 & beyond!! 🍀🍀🍀🍀🍀 $QQQ

TSMC just printed a 6th straight record profit, +68.7% YoY, margins above the top of guidance. And the stock was down 3% the day before earnings? Market keeps selling the one company everyone needs. $TSM

$TSM Taiwan Semis look to be in an accumulation phase (which is a bit of a frustrating phase for active traders). It's probably one of those solid names that's just better buying on dips I think. $SMH $NVDA $AMD

Befor panic selling during this semis sell off, you should listen TMSC earning call. $TSM says that the 50%+ AI growth forecast is too low. This is bullish for $AMD $SPY $QQQ

$TSM Q3 '26 Earnings Results & Recap TSMC reported 3Q26 revenue of NT$1.49T, up 50.9% year over year; net income was NT$763.06B, up 68.7%, diluted EPS was NT$29.43, and gross margin was 66.4%.

$TSM NOV20 430C · still actionable Zone: $417.28 to $423.16 Invalidation: close under $404.08 Objectives: $445, then $470 The math: up 5.9% to the first objective and 11.8% to the second, against 3.8% risk on the invalidation, about 3 to 1 to the second Dear friend, think of this swing setup like a strong runner who stumbled last week and is now finding his stride again. Taiwan Semiconductor reported a record quarter on October 15, revenue up 41 percent from a year ago, and said demand for AI chips still far outruns what they can supply, which means the business behind this price is still growing fast. Buyers held the $415.50 low today and closed price at $420.22, up 1.8 percent, well above the $404.08 range low underneath us. If that floor holds, price has room toward $445 first and $470 next, while a close under $404.08 says you step aside, plain and simple. P.S. Watch $427.16 on Tuesday. It was the high today, and a close over it would show buyers pushing again, not just defending the low.

$TSM $SPCX Even Musk won't admit it, but the quickest route to the future runs on the TSMC highway already built. Nobody wants to come out and say it because it's a competitive world, but facts are facts.

Watching $TSM at the bottom of this long widening price range. Very clear/strong support exists at this trendline. Should start to curl here.

Top 5 Bullish Stocks to Watch -options flow was defensive overall, but selective call buying continues to stand out. Here are five names on my watchlist: 1. $TSM — $1.29M in calls bought near the money. Bullish positioning despite semiconductor weakness. Watching for stabilization. 2. $TXN — $1.2M in calls bought following earnings. Relatively resilient price action compared with the broader semiconductor sector. 3. $AMZN — Positive flow building across multiple sessions. Fresh call buying ahead of October 29 earnings. 4. $MKC — Near-the-money call buying alongside a 5% rally. One of the cleaner momentum setups. 5. $SOFI — Fresh bullish calls ahead of October 27 earnings. Potential catalyst-driven upside, although event risk remains elevated.

After Elon Musk’s Invitation, TSMC CEO Reportedly Says Open To Working On Terafab But Must Run It $TSM $SPCX $TSLA https://stocktwits.com/news/equity/markets/after-elon-musk-s-invitation-tsmc-ceo-reportedly-says-open-to-working-on-terafab-but-must-run-it/cZxWpVMRBAl

$TSM between this and the news about Anthropics revenue, it’s going to be a Green Day tomorrow for AI/tech stocks.

$TSM Q3 EARNINGS • Revenue $46.7B vs Est. $44.9B (+41% YoY) • EPS $4.60 vs Est. $4.48 • Gross margin 66% vs Est. 66% • Net income $23.9B vs Est. $23.1B • Advanced nodes (≤7nm) were 79% of wafer revenue Q4 Guidance • Revenue $53.3B vs Est. $49.1B • Gross margin 66% vs Est. 65% • Operating margin 58% vs Est. 57% TSMC expects continued strong demand for advanced chips and a steep ramp in 2nm production during Q4.

I said “ $TSM is too expensive” at $300. Then at $400. Now it prints 68.7% profit growth. Maybe I should buy it now.

$TSM Haha anyone who has been in the investing game knows you have to have skin in the game. If you think the big boys don’t have information well in advance you are mistaken. The wouldn’t surprise me if they hold rates steady and that becomes the start of the Santa Rally. If the news is all good, but the price is suppressed you just know what is coming

$TSM As the price is going down the extremely bullish sentiment score is going up. Is this some kind of joke? Just the geopolitics impact is keeping this so down? TSM can't be considered even as value play? revenue growth, good net profit margins, almost monopoly in the industry, all this doesn't matter? what's happening?