Entry413.26→Now425.08
Buy AI hardware scarcity on recovery. Open original source
TSM Taiwan Semiconductor Manufacturing Company Limited Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry413.7→Now425.08
Bought TSM in selloff, 2-year horizon Open original source
Entry414.48→Now425.08
Stacked up on TSMC, easiest buy ever Open original source
Entry417.28→Now425.08
Added TSM on dip, positive catalysts Open original source
Entry421.62→Now425.08
TSMC is his largest core holding. Open original source
Entry422.33→Now425.08
Backs buy-the-dip call with TSMC data Open original source
Entry422.55→Now425.08
TSM second-biggest holding on record quarter Open original source
Entry422.75→Now425.08
TSMC demand exceeds supply, adding capital Open original source
Entry422.83→Now425.08
Holds TSMC on 2nm ramp and foundry demand Open original source
Entry422.83→Now425.08
TSMC cheap on strong AI demand Open original source
Entry422.83→Now425.08
TSMC is top pick on foundry monopoly. Open original source
Entry423.0→Now425.08
TSMC cheap at 17x, demand strong. Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
01:57
Oct 20
Oct 20
r/wallstreetbets
Taiwan invasion risk makes TSM unattractive
The author says they are not fond of TSM stock because of the risk that China could move on Taiwan. The stated mechanism is geopolitical: a Taiwan conflict would directly threaten TSMC's operations. No catalyst timing or specific downside level is given, and the main risk to the view is that the feared event does not materialize.
TSM
Taiwan Semiconductor Manufacturing Company Limited
Avoid
—
—
17:33
Oct 19
Oct 19
CNBC
TSMC is his largest core holding.
Taiwan Semiconductor is still probably his largest position. Within his reduced but still active AI exposure, he is staying with this core AI holding rather than selling out of the group.
TSM
Taiwan Semiconductor Manufacturing Company Limited
Long
1ST
Position: Holding
—
12:41
Oct 19
Oct 19
Backs buy-the-dip call with TSMC data News
TSM
Taiwan Semiconductor Manufacturing Company Limited
Long
2ND
—
—
About TSM Investor Commentary
Across the available history and selected sources, Buzzberg tracks TSM (Taiwan Semiconductor Manufacturing Company Limited) across 176 sources: 624 bullish vs 8 bearish calls from 429 authors. Historical directional balance: 28% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2183 total trade ideas tracked. Past 7 days, before deduplication: 16 bullish, 136 other directions. Latest voices: u/spilledonwhite, Steve Weiss, liwei_twcapital.