TSM / Taiwan Semiconductor Manufacturing Company Limited
Recommendation history
Taiwan Semiconductor Manufacturing Company Limited (TSM) is tracked from 2026-01-01 through 2026-10-28: 6 bank grades and 5 YouTuber calls. Simulated return uses the mention-day close against the latest close. Buys use the price change. Sells and shorts invert it. Holds show the price move and are not a new lot. This is not an investable portfolio return. Latest stored close: 436.87 on 2026-10-27.
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| Date | Source name | Stance | Entry close | Latest close | Paper return | Source |
|---|---|---|---|---|---|---|
Host endorsed buying the dip across each layer of the AI stack: "maybe I just buy a little Lumentum, Micron, uh, TSMC and you kind of get a little bit of each layer of the stack..… | 增持 · Overweight | 412.35 | 436.87 | +5.95% | Video | |
Overweight · 維持 · Maintained | 看好 · Buy | 412.61 | 436.87 | +5.88% | Yahoo Finance · provider | |
"$1,500 into TSM at 420.31" after "those massive earnings," the fourth semi name bought on the dip. | 增持 · Overweight | 422.25 | 436.87 | +3.46% | Video | |
臺積電本周四盤前公布財報，觀點與之前一致、維持原判，一直比較看好這隻股票；若財報後股價打折到435以下，可以考慮少量開倉，下方405支撐位附近進一步加倉擴大倉位。 | 看好 · Buy | 444.35 | 436.87 | -1.68% | Video | |
TSM was at 480 this week, now at 453... if you believe in the AI story, you just have to buy those dips and hope that OpenAI and Anthropic will keep growing. | 增持 · Overweight | 453.31 | 436.87 | -3.63% | Video | |
Overweight · 維持 · Maintained | 看好 · Buy | 482.30 | 436.87 | -9.42% | Yahoo Finance · provider | |
"TSM continues to hit alltime highs... TSM is quietly getting ready to be a $3 trillion company. It's at 2.45 trillion." Notes the SpaceX/Terafab relationship rumor is a positive,… | 持有 · Hold | 485.80 | 436.87 | -10.07% | Video | |
Overweight · 維持 · Maintained | 看好 · Buy | 397.30 | 436.87 | +9.96% | Yahoo Finance · provider | |
Buy · 維持 · Maintained | 看好 · Buy | 439.65 | 436.87 | -0.63% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 385.50 | 436.87 | +13.33% | Yahoo Finance · provider | |
Overweight · 維持 · Maintained | 看好 · Buy | 339.73 | 436.87 | +28.59% | Yahoo Finance · provider |