Calls
1
u/ekremb1
Reddit r/ValueInvesting
Win Rate
100.0%
return
+17.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 15
$366.36
+17.3%
The author points to TSMC's 4Q 2025 results showing 35% YoY net income growth on only 20% revenue growth, a 48% net profit margin, and COGS rising just 10% versus 20% turnover growth, indicating strong operational efficiency. He cites management commentary on cost improvements, favorable FX, higher capacity utilization, 20% ASP increase, and node optimization including converting part of N5 to N3. The implied thesis is that TSMC's dominant ~70% foundry share plus expanding margins make it a quality compounder. No explicit risk or time horizon is stated.
Foundry Equipment
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u/ekremb1 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: TSM.
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