$Taiwan Semiconductor Manufact

I added to my TSM position based on strong 2026 growth prospects. Morgan Stanley expects TSMC to deliver closer to 30% revenue growth, above the Street consensus of 22%, driven by robust AI and advanced-node demand. With $49 billion in capex and ongoing 3nm expansion, the company is well-positioned for durable growth. At 16x 2026 EPS, the stock remains attractive, offering upside as the market recognizes TSMC’s continued leadership in semiconductor innovation.

TSM

01-17 00:19

USTaiwan Semiconductor Manufacturing

Side	Price \| Filled	Realized P&L
Buy Open	343.15 0	-0.14% Holding

Taiwan Semiconductor Manufacturing

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