$Taiwan Semiconductor Manufact

I added to my TSMC position based on strong growth potential. Morgan Stanley projects 2026 revenue closer to 30% YoY, above the Street consensus of 22%, driven by robust AI demand and advanced-node expansion. With $49 billion in planned capex and continued 3-nanometer capacity growth, TSMC is positioned for durable upside. At 16x–13x 2026/2027 EPS, the stock remains attractively valued, offering a compelling risk-reward for investors seeking exposure to the semiconductor growth cycle.

TSM

01-16 22:55

USTaiwan Semiconductor Manufacturing

Side	Price \| Filled	Realized P&L
Buy Open	347.38 0	-1.53% Holding

Taiwan Semiconductor Manufacturing

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