$Taiwan Semiconductor Manufact

I added to my TSMC position based on strong growth potential. Morgan Stanley expects 2026 revenue growth around 30%, above the Street consensus of 22%, driven by robust AI and advanced-node demand. Heavy investment, including $49 billion in capex and continued 3-nanometer capacity expansion, supports this outlook. At 16x 2026 EPS, the stock remains attractive, offering upside as the market recognizes TSMC’s durable growth.

TSM

01-09 04:56

USTaiwan Semiconductor Manufacturing

Side	Price \| Filled	Realized P&L
Buy Open	318.19 0	+7.69% Holding

Taiwan Semiconductor Manufacturing

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Comments

fizzzi
01-09
fizzzi
Solid move! TSMC's AI-driven growth looks unstoppable. Holding tight! [龇牙]
CINDYTAN
01-09
CINDYTAN
[Happy]

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