I added to my TSM position based on strong upside potential. Morgan Stanley expects TSMC to deliver 30% revenue growth in 2026, well above the Street consensus of 22%, driven by robust AI and advanced-node demand. This growth is supported by $49 billion in capital expenditure and ongoing 3-nanometer capacity expansion. At 16x–13x 2026/2027 EPS, the stock remains attractive, offering both growth and value as the market increasingly recognizes TSMC’s durable momentum.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 343.32 0 | -0.21% Holding |
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