Ticker brief · 2026-10-18
TSM TAIWAN SEMICONDUCTOR-SP ADR
AI earnings strengthen while financing fears overwhelm the stock
Technology · Semiconductors
Lean: bullishlast close
$418.51
1 day
+1.5%
14 days
-7.7%
mkt cap
$2.3T
signals 14d
1,636
authors 14d
507
crowd 14d
+0.9σ
The narrative is bullish, with stronger business evidence and positive recent trading records among core reporters including @tculpan, @SKundojjala and @TheTranscript_. The decisive late-week shift was the October 15 beat and growth-guidance raise failing to lift shares, moving the dispute from AI demand toward valuation, margins and infrastructure financing. January $400 put selling supports downside underwriting, while November put flow and opposing October 23 options calls show substantial disagreement about the immediate path.
BULL CAMP
Record earnings, stronger guidance and independently checked demand support continued AI growth, scarce-capacity pricing power and advanced-node expansion. Packaging leadership and outsourced HBM base dies add opportunities beyond conventional processor fabrication.
Key voices@tculpanHIGHA+1.62@TheTranscript_HIGHB+0.34@Trade_The_NewsHIGHB+1.00@SKundojjalaMEDIUM-HIGHA+1.80@paurooteriMEDIUM-HIGHB-0.22
“Management sees no AI-demand slowdown and expects growth above its prior roughly 55% CAGR forecast.”— @TheTranscript_ · tweet ↗
BEAR / SKEPTIC
Strong operating results are insufficient when valuations require exceptional surprises and higher financing costs threaten AI investment. Overseas fabs and new-node ramps dilute margins, while Intel competition and weaker consumer demand challenge extrapolation of current profitability.
Key voices@TheAroraReportHIGHB+0.51@SKundojjalaMEDIUM-HIGHA+1.80@DV_MemeticsMEDIUM-HIGHA-0.57@EdgeCGroupMEDIUM-HIGHB-0.88@TedHZhangHIGHB-2.90
“Record earnings failed to lift shares, suggesting a deterioration in how investors reward AI exposure.”— @TheAroraReport · tweet ↗
Hypotheses34direction · basis · magnitude · supporters — NEW = first seen this week
▲TSMC's record quarterly revenue and profit above expectations validate strong current AI demand and support continued earnings growth.
@paurooteriMEDIUM-HIGHB-0.221s · insight@SKundojjalaMEDIUM-HIGHA+1.801s · insight@tculpanHIGHA+1.621s · insight@TheTranscript_HIGHB+0.341s · insight@Trade_The_NewsHIGHB+1.001s · insight@DrNHJMEDIUM-HIGHB-0.831s · insight+20 more
▲TSMC's raised annual growth outlook and above-consensus fourth-quarter guidance establish a stronger near-term revenue trajectory than investors previously expected.
@SKundojjalaMEDIUM-HIGHA+1.804s · insight@tculpanHIGHA+1.623s · insight@paurooteriMEDIUM-HIGHB-0.222s · insight@Trade_The_NewsHIGHB+1.003s · insight@DrNHJMEDIUM-HIGHB-0.831s · insight@TheTranscript_HIGHB+0.341s · insight+9 more
▲Persistent AI demand above available foundry supply strengthens TSMC's manufacturing moat, wafer pricing power and long-term profitability despite customer competition.
@TheTranscript_HIGHB+0.344s · insight@SKundojjalaMEDIUM-HIGHA+1.804s · insight@DrNHJMEDIUM-HIGHB-0.836s · insight@paurooteriMEDIUM-HIGHB-0.223s · insight@tculpanHIGHA+1.622s · insight@Trade_The_NewsHIGHB+1.001s · insight+19 more
▲Rapid advanced-node adoption and planned fab expansion extend TSMC's revenue runway, with subsequent technology generations potentially exceeding the current node's scale.
@SKundojjalaMEDIUM-HIGHA+1.808s · insight@paurooteriMEDIUM-HIGHB-0.226s · insight@TheTranscript_HIGHB+0.344s · insight@DrNHJMEDIUM-HIGHB-0.832s · insight@Trade_The_NewsHIGHB+1.002s · insight@tculpanHIGHA+1.621s · insight+9 more
▲TSMC's advanced-packaging scale and large-reticle capabilities create a differentiated AI manufacturing advantage and additional revenue growth as chip integration becomes more complex.
@paurooteriMEDIUM-HIGHB-0.223s · insight@SKundojjalaMEDIUM-HIGHA+1.801s · insight@BlueJay87476298MEDIUM-HIGHB-0.852s@AnalysisOpMEDIUMA-0.142s · insight@PhotonCapMEDIUM-HIGHA-0.732s · insight@CHItraderB-0.221s
▲Memory suppliers outsourcing custom HBM logic base dies expand TSMC's addressable AI market beyond conventional processor fabrication and increase foundry dependence.
@paurooteriMEDIUM-HIGHB-0.221s · insight@QQ_TimmyMEDIUM-HIGHB-0.891s · insight@PhotonCapMEDIUM-HIGHA-0.731s · insight@AnalysisOpMEDIUMA-0.141s · insight@fulllleverageC-2.471s
▼Demanding valuations and higher discount rates leave TSM vulnerable to further de-rating even when earnings and revenue guidance remain strong.
@TheAroraReportHIGHB+0.512s · insight@DV_MemeticsMEDIUM-HIGHA-0.573s · insight@TheValueistMEDIUM-HIGHB+0.921s · insight@ClariFinanceLOW-MEDIUMB-0.431s · insight@paurooteriMEDIUM-HIGHB-0.221s · insight@SchwabNetworkHIGHC-0.561s+9 more
▼Worsening AI infrastructure financing economics could eventually reduce customer investment and chip demand despite strong current results at upstream suppliers.
@TedHZhangHIGHB-2.901s · insight@ShanuMathew93HIGHB-0.651s · insight@Leoskie_LMEDIUMA-1.212s · insight@ExpMagellanLOW-MEDIUMB+1.911s · insight@IngJuanPa7LOW-MEDIUMB+0.982s · insight@akramsrazorMEDIUM-HIGHA+0.801s · insight+3 more
▼Overseas fab ramps, new-node costs and eventual capacity normalization threaten exceptional margins even as TSMC's revenue continues growing rapidly.
@SKundojjalaMEDIUM-HIGHA+1.802s · insight@EdgeCGroupMEDIUM-HIGHB-0.882s · insight@TheTranscript_HIGHB+0.341s · insight@tculpanHIGHA+1.621s · insight@momoblog0214MEDIUM-HIGHC-0.932s@MinnvestorMEDIUMA-0.172s · insight+5 more
▼Intel's improving foundry and packaging capabilities could attract dual-source demand, weakening TSMC's competitive position and utilization during a future AI slowdown.
@Alex_Intel_LOW-MEDIUMA-2.023s · insight@momoblog0214MEDIUM-HIGHC-0.931s
◆Capital is rotating away from AI hardware toward defensive sectors, software and alternative semiconductor exposures without necessarily implying collapsing underlying chip demand.
@QuasarMarketsMEDIUMC+3.672s@PSInvestorLOW-MEDIUMB-2.021s@bbx_officialLOW-MEDIUMB-1.771s@OptionsPro101MEDIUMC-1.371s@BottomPhishingLOW-MEDIUMB-0.281s · insight@Kalshi_Finance-1.981s+6 more
▲TSM's support tests, bullish reversal patterns and developing consolidation structures offer recovery potential if buyers defend key levels and confirm renewed momentum.
@TrendSpiderMEDIUM-HIGHC-0.602s@Couzin_VinnyMEDIUM-HIGHC-1.031s@Balder13946731MEDIUMB-0.111s · insight@AnalysistockB-1.701s@alphachartsMEDIUMB-1.271s · insight@Merval_SurfMEDIUM-HIGHC-3.681s+3 more
▼Bearish reversals and failure to rally on strong earnings indicate deteriorating price behavior that could extend TSM's near-term decline.
@kpak82MEDIUM-HIGHC-1.131s@MR_Stock10LOW-MEDIUMC-0.471s@jedimarkus77MEDIUM-HIGHC-0.621s@Venu_7_MEDIUM-HIGHB-2.671s · insight@scetraderMEDIUM-HIGHC-2.001s
▲Opening put sales and identified downside options support indicate willingness to underwrite TSM weakness, favoring income collection or accumulation over immediate upside chasing.
@3PeaksTradingMEDIUM-HIGHB-1.721s · insight@Selling4PremiumMEDIUMC+1.442s@Couzin_VinnyMEDIUM-HIGHC-1.031s
◆Historical earnings-straddle losses and inconsistent implied-move estimates make volatility pricing a separate trade decision from the direction of TSM's business outlook.
@earnings_watchMEDIUM-HIGHB-0.513s · insight@capitalcomMEDIUMB-0.201s@JoshTradeOptionLOW-MEDIUMC+0.021s
▲The reported GlobalFoundries interposer supply agreement adds a specific United States packaging partnership supporting TSMC's future AI-chip production capacity.
@paurooteriMEDIUM-HIGHB-0.222s · insight@financespotnewsLOW-MEDIUMC+0.403s@Leoskie_LMEDIUMA-1.214s · insight@semivision_twMEDIUM-HIGHA-1.512s · insight@dnystedtHIGHB-1.641s · insight@Beth_KindigHIGHB+0.011s · insight+3 more
▲Microsoft's Maia accelerator rollout establishes a specific advanced-node customer program that could expand TSMC manufacturing demand as custom AI silicon deployment grows.
@dnystedtHIGHB-1.641s · insight@momoblog0214MEDIUM-HIGHC-0.931s@DrNHJMEDIUM-HIGHB-0.831s · insight@EmmanuelInvestLOW-MEDIUMC-1.121s@ExpMagellanLOW-MEDIUMB+1.911s · insight@Sam_BadawiMEDIUM-HIGHC-3.181s+2 more
▲Preliminary Texas and Terafab discussions create a specific potential expansion opportunity, conditional on TSMC retaining operational control of any participating fab.
@tculpanHIGHA+1.626s · insight@SKundojjalaMEDIUM-HIGHA+1.801s · insight@Trade_The_NewsHIGHB+1.001s · insight@DrNHJMEDIUM-HIGHB-0.831s · insight@financespotnewsLOW-MEDIUMC+0.401s@semivision_twMEDIUM-HIGHA-1.511s · insight+10 more
▼Conflicting operational-control requirements and expensive custom tooling could prevent a Terafab agreement, limiting the value of collaboration speculation for TSMC.
@jukan05HIGHB+1.341s · insight@XYang2023LOW-MEDIUMA+0.451s · insight@SVTrivoMEDIUM-HIGHC-0.521s@herbertongMEDIUM-HIGHC-0.931s
▲Taiwan's reported United States supplier-park plans add a specific localization initiative that could reduce operating friction across TSMC's expanding manufacturing ecosystem.
@Leoskie_LMEDIUMA-1.211s · insight@DV_MemeticsMEDIUM-HIGHA-0.571s · insight@OpenOutcrierMEDIUM-HIGHC1s@Kalshi_Finance-1.981s
▼Taiwan's proposed criminal penalties and tighter controls on restricted AI hardware exports to China introduce a discrete policy risk for semiconductor demand.
@DV_MemeticsMEDIUM-HIGHA-0.571s · insight@WallStDiariesLOW-MEDIUMC+0.672s@ZeekTytLOW-MEDIUMC-0.841s@OpenOutcrierMEDIUM-HIGHC1s
▼Reported premium-phone component cuts and weaker consumer-chip demand could offset part of TSMC's AI growth, challenging uniformly bullish end-market assumptions.
▲Sabi's reported financing and TSMC-fabricated neural-interface chip establish a specific emerging customer relationship beyond the foundry's conventional AI processor programs.
@wallstengineHIGHB-1.141s@StockSavvyShayHIGHB-1.051s · insight
▲Gudeng's planned first United States plant adds a specific local supplier investment supporting TSMC and other customers as American semiconductor production expands.
@dnystedtHIGHB-1.641s · insight
▲Formosa Plastics' possible Texas chemical expansion represents a specific prospective supplier investment supporting TSMC's local manufacturing ecosystem and other industrial customers.
@dnystedtHIGHB-1.641s · insight
▲Applied Materials' EPIC center launch creates a specific semiconductor research collaboration involving TSMC and other major partners, extending shared process-development infrastructure.
@WealthCode99978MEDIUMB-1.341s · insight@danielnewmanUVMEDIUM-HIGHB-0.121s · insight
▲Bolt Graphics' selection of TSMC manufacturing establishes a discrete customer program, with its chosen process intended to avoid competition for scarce wafer allocations.
@aschillingLOW-MEDIUMC-0.672s
◆The launch of tokenized TSM exposure through Sunrise and Backpack creates a separate trading-access development without establishing incremental foundry earnings demand.
@tokensMEDIUMC-1.291s
▲Reported TSM insider buying offers a discrete management-confidence signal, although the supplied purchase details require reconciliation before supporting a material investment conclusion.
@ClaudioCaparrozMEDIUMC-2.451s
◆TSMC's reported quarterly dividend announcement provides a discrete shareholder-distribution event, with limited evidence in the payload for a material valuation consequence.
@ClaudioCaparrozMEDIUMC-2.451s@DividendBlast99LOW-MEDIUMC+1.851s
◆Trimming stretched exposure or waiting for support and stronger flows offers a timing framework while preserving a constructive long-term TSM business view.
@ClariFinanceLOW-MEDIUMB-0.431s · insight@StockOptionColeMEDIUMC-4.281s@ParadisLabsMEDIUM-HIGHA-2.182s · insight@InvestmentGuru_MEDIUMC-2.081s@JamyiesLOW-MEDIUMC-1.561s
▲TSMC's valuation understates durable earnings growth and manufacturing advantages, making macro-driven weakness an accumulation opportunity for investors willing to absorb near-term volatility.
@MorningstarIncHIGHB+0.951s · insight@ClariFinanceLOW-MEDIUMB-0.432s · insight@PythiaRMEDIUM-HIGHA-0.501s · insight@EricJhonsaMEDIUM-HIGHB+0.111s · insight@darrencao2024LOW-MEDIUMC+0.452s@JP_Money_95630MEDIUMB-1.321s · insight+4 more
▼Power, labor and regulatory bottlenecks could constrain actual data-center deployment below customer plans, limiting the conversion of AI investment intentions into chip consumption.
@labubu_traderMEDIUMA-0.471s · insight@tculpanHIGHA+1.621s · insight@ShanuMathew93HIGHB-0.651s · insight
▲Bullish long-term chart projections anticipate TSM returning toward prior highs and extending higher, although their targets and intermediate correction paths differ.
@StockOptionColeMEDIUMC-4.281s@ElliottForecastMEDIUMC-1.183s
Direct calls5authors taking explicit directional positions
@Selling4PremiumMEDIUMC+1.44
Write TSM puts at 370-390, potentially add ATM 450 puts, and consider November expiry; subsequently proposed puts near 345 and credit spreads in the 300s and 400s.
@aboutheoptionsMEDIUMC
Proposed October 23 $410 puts before earnings, then October 23 $455 calls for a $0.54 premium after the report.
@ClariFinanceLOW-MEDIUMB-0.43
Trimmed TSM because valuation outran earnings, then reported adding 2 TSM shares and 100 OMSE shares on October 16.
@equityddLOW-MEDIUMC-1.08
Re-enter TSM after a close above a rising 10 EMA; exit on a close below it.
@StockOptionColeMEDIUMC-4.28
Wait for another 5-7% semiconductor decline to 200-day support before buying aggressively.
Sellside activity18
Goldman Sachs pt_raiseMaintained Buy and raised TSMC ADR and Taiwan targets alongside higher capex forecasts; target amounts were not supplied.
Goldman Sachs upgradeA roundup mentioned a PLTR upgrade alongside record TSM revenue; this was not a TSM upgrade.
Stifel reiterate PT 515Reiterated Buy before earnings, citing guidance upside; also relayed by @TENETTRADEGROUP.
Stifel pt_raisePost-earnings target increase reported without the new or prior amount.
Needham pt_raise PT 560 (from 530)Maintained Buy and raised the target; additional relays appeared from @tenet_research and @BankTheTrade.
Aletheia target PT 1000A Buy target was reported; the supplied signal does not establish whether this was an initiation or revision.
Bank of America pt_raise PT 620 (from 590)Raised the target and reiterated Buy before Q3 earnings; @ViewsOfChris also reported a target increase.
Bank of America reiterate PT 620Maintained Buy after earnings.
Bank of America noteFoundry comparisons drew criticism from @Alex_Intel_; the original research conclusions and target were not supplied.
Barclays pt_raiseA pre-earnings target increase was reported without amounts.
Barclays pt_raise PT 670 (from 665)Raised the target on October 16.
DA Davidson reiterate PT 500Reiterated Buy with a 500 target.
Wedbush noteIdentified MRVL and TSM as the largest direct beneficiaries of Maia 300 volume production.
Cantor noteCalled TSM's report bullish and reiterated a favorable semiconductor-equipment stance.
Hana Securities noteRecommended increasing memory-stock exposure on expected LPDDR shortages; this was a sector allocation note.
Saxo noteFavored profitable chipmakers over debt-heavy AI infrastructure companies; also relayed by @MarketNews_Feed.
Morningstar noteIdentified the referenced AI stocks as undervalued without providing a target.
Counterpoint noteResearch commentary argued a shift toward premium smartphones could benefit TSMC.
News / data points5discrete events + data quoted by authors
@tculpanHIGHA+1.62
Management guided Q4 revenue to $52.3B-$54.3B and 2026 revenue near $176B.
@SKundojjalaMEDIUM-HIGHA+1.80
The 2026 revenue-growth outlook rose to 44%, while $60–64B capex guidance remained unchanged.
@tculpanHIGHA+1.62
Q3 wafer ASP reached a reported record $10,447.
@3PeaksTradingMEDIUM-HIGHB-1.72
Reported 10,000 January $400 puts sold to open for $13.8 million.
@CheddarFlowMEDIUM-HIGHC
Flagged unusual multimillion-dollar November put flow; the supplied description does not establish the complete trade structure.
Position disclosures3skin in the game
@BichonFrise_JTCLOW-MEDIUMC-0.74
TSM represents 25% of the author's portfolio.
@BinDollarSignMEDIUMC-0.98
Disclosed TSM and Nvidia holdings since April 2025 and a recent Broadcom addition.
@SelfMadeMasteryLOW-MEDIUMC+0.62
Added 10 TSM shares and 60 QQQI shares.
Desk readconvergence assessment
Authors converge on strong current AI demand but disagree sharply about its conversion into stock returns: the bull camp has broader support from high-credibility operating reporters with positive trader scores, while bearish valuation concerns also have credible support from @TheAroraReport. Cold records weaken the timing weight of @DV_Memetics (-1.23), @TedHZhang (-2.75), @EdgeCGroup (-1.52) and bullish technician @StockOptionCole (-5.58); @BlackPantherCap's pump_risk material is peripheral, and repeated earnings relays are not independent demand checks. Sustained positive price response, stable ramp margins and evidence that customer financing supports deployment would resolve the central disagreement; reports of a current capex increase conflict with multiple unchanged $60–64B guidance reports, and all supplied prior hypotheses remain unscored rather than validated by realized outcomes.
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 33% cheap · 8 pctile own 1y | IV/HV 0.99× |
| Skew — 25Δ RR 30d | -0.037 22 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.65 normal | 5-session Δ +0.17 (as of 2026-07-06) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.23 (−1 bearish … +1 bullish)
Who spoke507
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @paurooteri | B | -0.22 | 34 | +0.28 |
| @SKundojjala | A | +1.80 | 24 | +0.43 |
| @DrNHJ | B | -0.83 | 23 | +0.40 |
| @financespotnews | C | +0.40 | 23 | +0.33 |
| @Alex_Intel_ | A | -2.02 | 22 | -0.04 |
| @BichonFrise_JTC | C | -0.74 | 20 | +0.59 |
| @QQ_Timmy | B | -0.89 | 20 | +0.34 |
| @Leoskie_L | A | -1.21 | 20 | +0.22 |
| @Tickeron | C | +1.53 | 18 | +0.33 |
| @USAnt_IDEA | C | -0.64 | 17 | +0.39 |
| @fulllleverage | C | -2.47 | 16 | +0.26 |
| @tculpan | A | +1.62 | 16 | +0.25 |
| @CHItrader | B | -0.22 | 15 | +0.30 |
| @SchwabNetwork | C | -0.56 | 15 | +0.21 |
| @Unclestocknotes | B | -2.21 | 14 | +0.42 |
| @carlosfagar | C | +0.00 | 13 | +0.46 |
| @StockOptionCole | C | -4.28 | 13 | +0.57 |
| @robertojirusta | C | -0.38 | 13 | +0.21 |
| @Trade_The_News | B | +1.00 | 13 | +0.33 |
| @MarcosMillaYT | C | -0.15 | 12 | +0.66 |
| @WealthCode99978 | B | -1.34 | 12 | +0.31 |
| @TheTranscript_ | B | +0.34 | 12 | +0.56 |
| @TheValueist | B | +0.92 | 11 | +0.29 |
| @StockSavvyShay | B | -1.05 | 11 | +0.33 |
| @WallStDiaries | C | +0.67 | 11 | +0.09 |
Recent signals30of 1,636 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @Balder13946731 | -0.15 | Argues HBM captures more Nvidia system cost than foundry logic and gives memory suppliers leverage. | +1.4% | tweet ↗ |
| 2026-10-16 | @TweakTown | +0.10 | Leaked Nova Lake die images indicate a modular design using Intel and TSMC nodes. | +1.4% | tweet ↗ |
| 2026-10-16 | @DV_Memetics | +0.30 | Texas supplier parks costing $2B-$4B aim to reduce localization friction for TSMC's ecosystem. | +1.4% | tweet ↗ |
| 2026-10-16 | @AnalysisOp | +0.75 | Expects TSMC to dominate CPO interposer work while noting GFS participation. | +1.4% | tweet ↗ |
| 2026-10-16 | @ParadisLabs | -0.15 | Author expects a post-midterm AI rally but advises waiting for stronger flows amid macro and IPO risks. | +1.4% | tweet ↗ |
| 2026-10-16 | @DV_Memetics | -0.20 | Summarizes a late inflation-driven selloff, with credit-sensitive AI and memory names weakest. | +1.4% | tweet ↗ |
| 2026-10-16 | @EdgeCGroup | -0.40 | Warns that margin pressure seen at Micron is spreading across major semiconductor firms. | +1.4% | tweet ↗ |
| 2026-10-16 | @Sam_Badawi | +0.70 | TSMC posts record Q3 revenue, 41% growth, and guides next-quarter revenue above $52B. | +1.4% | tweet ↗ |
| 2026-10-16 | @BinDollarSign | +0.45 | Discloses Nvidia and TSM holdings since April 2025 and a recent Broadcom addition. | +1.4% | tweet ↗ |
| 2026-10-16 | @BinDollarSign | +0.40 | Says the author exited Micron profitably and prefers TSM exposure over ASML. | +1.4% | tweet ↗ |
| 2026-10-16 | @Kalshi_Finance | +0.30 | Reports a planned $4B AI complex in Texas serving Nvidia and TSMC. | +1.4% | tweet ↗ |
| 2026-10-16 | @goodalexander | +0.20 | Attributes the selloff to geopolitical contagion rather than AI fundamentals. | +1.4% | tweet ↗ |
| 2026-10-16 | @EdgeCGroup | -0.20 | Argues AI remains strong but capacity investment may eventually compress exceptional chip margins. | +1.4% | tweet ↗ |
| 2026-10-16 | @darrencao2024 | +0.70 | Use the macro selloff to accumulate these quality stocks or hold existing shares. — Gives bullish value targets and urges accumulation during macro-driven weakness. | +1.4% | tweet ↗ |
| 2026-10-16 | @EngSam0701 | +0.00 | Points to a detailed quarterly-results explanation but gives no results in text. | +1.4% | tweet ↗ |
| 2026-10-16 | @JP_Money_95630 | +0.65 | Calls TSM best in class, cheap, and deeply oversold. | +1.4% | tweet ↗ |
| 2026-10-16 | @Alex_Intel_ | -0.20 | Argues Intel foundry can remain resilient in an AI slowdown while Nvidia orders and TSMC utilization weaken. | +1.4% | tweet ↗ |
| 2026-10-16 | @Alex_Intel_ | -0.25 | Presents a multi-year Intel earnings-turnaround thesis based on foundry execution, insourcing and US manufacturing. | +1.4% | tweet ↗ |
| 2026-10-16 | @StocksToTrade | +0.60 | Reports record Q3 profit and strong revenue growth despite a 2% share decline. | +1.4% | tweet ↗ |
| 2026-10-16 | @BinDollarSign | +0.30 | Discloses semiconductor holdings, no plan to add, and recent purchases of Uber and MongoDB. | +1.4% | tweet ↗ |
| 2026-10-16 | @DanielNenni | +0.55 | Highlights broadening AI demand and major TSMC capacity expansion against demand exceeding supply. | +1.4% | tweet ↗ |
| 2026-10-16 | @ClariFinance | +0.70 | Added 2 TSM shares and 100 OMSE shares. — Explicitly reports current additions to TSM and OMSE positions. | +1.4% | tweet ↗ |
| 2026-10-16 | @LordWilliamUK | +0.70 | Gradually rebuild positions and keep scaling in if the market falls further. — Reports fresh purchases in four stocks and explicitly plans additional buying on declines. | +1.4% | tweet ↗ |
| 2026-10-16 | @USAnt_IDEA | +0.80 | Strongly praises TSMC's sevenfold decade-long revenue growth and AI-foundry moat. | +1.4% | tweet ↗ |
| 2026-10-16 | @WOLF_Financial | +0.40 | Quantifies TSMC quarterly revenue growth from $6.4B in 2015 to $46.8B currently. | +1.4% | tweet ↗ |
| 2026-10-16 | @diaryidekchai | +0.65 | Argues that chip competition among Apple, Nvidia and AMD increases TSMC's profits. | +1.4% | tweet ↗ |
| 2026-10-16 | @FuturumEquities | +0.20 | Highlights CRWV 2032 bonds at a record 14.5% yield amid a neocloud selloff. | +1.4% | tweet ↗ |
| 2026-10-16 | @AIStockSavvy | +0.35 | DA Davidson reiterates Buy on TSM with a 500 target | +1.4% | tweet ↗ |
| 2026-10-16 | @LeverageShares | +0.45 | Reports TSMC September sales of NT$511.9B, exceeding its full-year 2012 revenue. | +1.4% | tweet ↗ |
| 2026-10-16 | @EconomyApp | +0.65 | TSMC raised its 2026 growth forecast and suggested AI-accelerator growth could exceed 55% annually through 2029. | +1.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.