TSM Taiwan Semiconductor Manufacturing - ADR

🚨 JUST IN: $TSM x Elon Musk Elon Musk just confirmed that TSMC is in discussions with his companies about a potential partnership for the Texas “Terafab.” This could be BIG for the semiconductor supply chain 👀 Terafab is being built to support Tesla, SpaceX and xAI with custom chips, and one potential structure has TSMC actually owning/operating a fab while Musk’s companies commit capital and/or chip purchases. Nothing is finalized yet. $TSM 🔥 $TSLA 👀 $INTC ⚠️ Musk literally said: “Just discussions, but something may come of it.”

Elon is using $TSM supplemental rather than to replace $INTC . He has already CONFIRMED INTEL as his official primary manufacturing partner.

$TSM is reportedly evaluating a potential multi-billion dollar fab campus in Texas, adding on to its $265 billion Arizona expansion, as it is said to be facing increasing requests from Nvidia $NVDA, Intel $INTC, AMD $AMD, and Apple $AAPL for US capacity. Bullish for CPUs

$TSM I expect this to fill the gap in the 340s or at least make an attempt. MACD bearish crossover, dark cloud cover on weekly candle, and OBV just crossed below it's 21 day SMA. A/D has been trending down for a long long time on this one. A potential double top is going to take us much lower. I expect the path to 380 being relatively quick, and then we grind lower to fill the gap from April 2026.

$TSM $ASML we will get a glimpse next week on AI earnings But critical week is late october Hyperscalers earnings coincide with FOMC. Though I think non AI trades laggards/cyclicals will not wait if the yields par back.

$TSM this is shit man. Im like all, how long for i have to wait for $500? There's a freakin high analyst target of 1k. Skittish profit takers never let it run. You guys suck man.

$TSM everyone knows TSM always sells off on earnings no matter how stellar. And so short interest is huge. But here's the catch... That trend could have an anomaly and suddenly change, trapping the shorts and sending this way up in proper line with a strong beat. If there's one thing about the stock market, trends can change in the blink of an eye.

$TSM Even after the last two days pulled back, TSM is firmly closed to $500. Don't just follow any one like Dr of stocks who forecasted in March that TSM will be $250. Instead it is doubled than that. One example of ignoring business fundamental and blindly believe charts. $SOXX $SMH

$TSM from the 2YR low until now =244% semiconductor $TRLV from the 2YR low until now =223% cannabis and niggas are cryin? BTMFD & STFU

So anyways, like we’ve been saying this whole week. Follow The Flow & Tail The Whale 🐋 $TSM PAID those who chose to wait a couple days 🤑📈💰

🚨 $TSM GEX WATCH: DEC. 18 $500 👀🔵 A massive 28M GEX concentration is showing at the Dec. 18 $500 strike — the largest level on this heatmap. 📍 $TSM trading near $461 🔵 Dec. 18 $500: 28M GEX 🟢 Oct. 16 $500: 11.1M GEX The $500 strike stands out across expirations. It’s still well above the current stock price, so watching whether $TSM continues climbing toward that level into December. 📈

$TSM A strong uptrend breakout, but RSI has heat up to is 78 which TSM hasn't seen since last Sept, and the volume appears bit light to sustain the strong run. That said, it might be aiming for $500 before some profit taking takes place. $NVDA $SOXX $SOXL

TSM rises, while Intel falls in chip rivalry Shares of Taiwan Semiconductor Manufacturing Company (TSCM) advanced 2.5% Monday, reaching a 52-week high of $485 per share after Elon Musk suggested his chip venture, Terafab will be partnering with the company for semiconductor factories in Texas. Musk tweeted a reply post of the report indicating that it was true. Shares of Intel , which had previously said it was partnering with Terafab, are down 4%. Meanwhile, shares of Musk’s SpaceX are up 5.5% after Morgan Stanley said the stock is “cheap and getting cheaper,” in a note to clients Sunday. Another catalyst for SpaceX came from Musk proposing a rebrand of its AI unit, from “SpaceXAI” to “SpaceXSI” after President Donald Trump directed the U.S. government to use the term “Super Intelligence” or “SI” instead of artificial intelligence on Sept. 29. $TSM $INTC $SPCX

$TSM Elon Musk confirmed over the weekend that TSMC is in talks with Terafab, the Texas chip venture he is building with Tesla and SpaceX: "Just discussions, but something may come of it." The framework from Oppenheimer's Rick Schafer this morning: one option has TSMC owning and running a fab that serves only Tesla, SpaceX and xAI, with SpaceX investing or committing to volume. Intel was slated to supply its 14A process for the project, a role Oppenheimer says TSMC's own nodes could replace. Musk's caveat matters: he said any TSMC contribution would be supplemental to primary provider Intel, not a replacement. Terafab's stated target is 1 terawatt of compute production a year. Today: $INTC fell about 2%, TSMC's US shares rose about 2%.

$TSM new ATHs today after a lot of longer term bullish flow over the past few weeks. But now seeing a big 2027 put buyer ahead of their monthly sales number

$TSM continuing to pay for those who have waited 🤑💰 Not too shabby for some call flows we called out not even a week ago 😌 What say you, ? 📈

$TSM TSMC's executive team just bought its own stock. CEO C.C. Wei picked up 144 shares Wednesday at 79.39, and the filings show the CFO, three COOs, VPs and SVPs all buying the same day. More than 1,400 shares across the team, all open-market buys. It is also a pattern. Wei bought 149 shares in September and 152 in August, nearly the same dollar amount each time, and the whole team tends to buy together. Small dollars, but the whole C-suite buying right after the record third-quarter print, a week ahead of the October 15 earnings call, reads like a confidence signal.

$TSM Literally every industry that's forward looking needs this : 1. AI 2. Space 3. Defense 4. Autonomous driving 5. Electrification 6. Robotics 7. Quantum 8. Phones/Tablets/Computers 9. Even medicine One of the best short/medium/long terms bets.

$TSM Yeah, down 6% in just a handful of sessions with strong 50% increase in YOY. Predicting a retrace and higher levels going into ER on the 15th.

$TSM Elon talking as if terafab is allready built and all he is crazy. He thinks tsm need him and not the other way around he delusional