$Taiwan Semiconductor Manufact

I added to my TSM position based on strong growth potential. Morgan Stanley expects TSMC to deliver closer to 30% revenue growth in 2026, well above the Street consensus of 22%, driven by AI demand and advanced-node expansion. With $49 billion in planned capex and continued 3nm capacity growth, the company is well-positioned for durable gains. At 16x/13x 2026/2027 EPS, the stock remains attractively valued, offering upside as the market recognizes its robust growth trajectory.

TSM

01-16 22:53

USTaiwan Semiconductor Manufacturing

Side	Price \| Filled	Realized P&L
Buy Open	348.38 0	-1.80% Holding

Taiwan Semiconductor Manufacturing

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