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TSM

Taiwan Semiconductor Manufacturing Company LimitedEarnings 10/15Partly aligned
Close 419.28 (2026-10-15)28 days -2.6%1Y +37.6%28 d mentions 34

Stance mix of tracked accounts 16 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
7
Neutral
5
No stance
2
Bearish
2
Accounts BullNeuBearNone
@amitisinvestingViews ›0100
@IBDinvestorsViews ›0100
@munster_geneViews ›1000
@StockSavvyShayViews ›3001
@Beth_KindigViews ›2100
@SJosephBurnsViews ›0001
@garyblack00Views ›0101
@ripster47Views ›0012
@Mr_DerivativesViews ›0101
@TheTranscript_Views ›10000
@aleabitoredditViews ›0100
@OptionsMikeViews ›1000
@TrendSpiderViews ›1000
@petenajarianViews ›0010
@BrianFeroldiViews ›0100
@GerberKawasakiViews ›1000

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 18Fundamentals
  • 1Catalyst
  • @Beth_Kindig: TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.
  • @GerberKawasaki: @GerberKawasaki: chip fears are part of the greed to fear cycle and won't change that the AI buildout will last years and be very profitable; higher rates are behind most of this and bad for stocks. Quoted: $TSM Q3 revenue $46.72B vs $44.93B est, EPS $4.60 vs $4.48.
  • @TheTranscript_: (Quoted) $TSM CEO said TSMC has no intention to leave any business on the table and wants to capture every possible piece as it expands capacity.
Bear case
  • 2Technicals
  • @petenajarian: (Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.
  • @ripster47: @ripster47, replying, says it depends on TSM, but Korea is already dumping and the trend is strongly bearish.

Partly aligned. Accounts are on both sides; see the two columns above for where they differ.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bullish First call
Fundamentals · Medium term · TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.
2026-10-16 01:12 HKT Original post ↗
Bullish First call
Fundamentals · Long term · @GerberKawasaki: chip fears are part of the greed to fear cycle and won't change that the AI buildout will last years and be very profitable; higher rates are behind most of this and bad for stocks. Quoted: $TSM Q3 revenue $46.72B vs $44.93B est, EPS $4.60 vs $4.48.
2026-10-15 21:27 HKT Original post ↗
Neutral First call
Valuation · @BrianFeroldi: is Taiwan Semiconductor a buy at $430? Exceptional business, bad valuation; business 4.7/5, valuation 2/5.
2026-10-15 20:00 HKT Original post ↗
Bearish First call
Technicals · (Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.
2026-10-15 19:53 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · (Quoted) $TSM CEO said TSMC has no intention to leave any business on the table and wants to capture every possible piece as it expands capacity.
2026-10-15 19:00 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · $TSM Q3 earnings double beat: EPS $4.60 vs $4.45 est, sales $46.72B vs $45.62B est; raised Q4 sales guidance. CEO C.C. Wei said there is no ceiling to the company's profitability.
2026-10-15 18:57 HKT Original post ↗
Neutral First call
Fundamentals · $TSMC (-1.7%) delivered better-than-expected +44% FY’26 revenue outlook (up from +40%) but failed to ease AI buildout sustainability concerns; other chips falling in sympathy as tech is 40% of S&P500. High-growth healthcare like $LLY seen as beneficiaries; $LLY +1.5% pre-mkt after +3.6% prior day on oral GLP-1 momentum, expects raised FY2026 rev guidance on Oct 29 earnings.
2026-10-15 18:19 HKT Original post ↗
Bullish First call
Fundamentals · Good morning; futures mixed, PPI at 8:30. $TSM big beat. Ratings: $YSS Neutral @ Piper pt $9; $RDW Neutral @ Piper pt $11; $HAWK Overweight @ Piper pt $22; $CRUS downgraded to Sector Weight @ KeyBanc; $ASML pt cut to $2350 from $2400 @ JPM; $BLK pt raised to $1149 from $1435 @ JPM; $RBC pt cut to $48 from $195 @ RBC; $QNT upgraded to Buy @ MS pt $62.
2026-10-15 17:46 HKT Original post ↗
Bullish First call
Fundamentals · Long term · $TSM is exploring a Texas expansion and in discussions with Elon Musk about Terafab as $SPCX and $TSLA scale ambitions across AI, robotics & chipmaking. Musk could own the facility while TSMC operates the fab inside it, potentially lowering costs and bringing advanced production closer.
2026-10-15 16:21 HKT Original post ↗
Neutral First call
Fundamentals · $TSM released earnings; curious about commentary amid market panic. In Q&A, Citi challenged on AI financing, HBM, CoWoS, lasers and overbuilding risk. $TSM assessed CSP capex, DC construction, customer finances and critical component supply; management conclusion still that 'de' (text truncated in source).
2026-10-15 16:14 HKT Original post ↗
Bearish First call
Technicals · Short term · @ripster47, replying, says it depends on TSM, but Korea is already dumping and the trend is strongly bearish.
2026-10-15 08:18 HKT Original post ↗
Neutral First call
Catalyst · $TSM Baby Nvidia is announcing earnings this Thursday before market open. Implied is +/- 4.0%. It's down now 6 days in a row good for -10%. Healthy. Nearing the 50dma? Time to sell some poots?
2026-10-14 02:38 HKT Original post ↗
No stance
Basis not tagged · Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.
2026-10-13 16:48 HKT Original post ↗
Bullish First call
Fundamentals · Medium term · Looking past the market noise today, AI trade fundamentals remain solid. Early this morning $TSM reported Sep qtr revenue +51% y/y, and growth keeps accelerating: Dec-25: +21% Mar-26: +35% Jun-26: +36% Sep-26: +51% Even with TSM down 1.5% today vs Nasdaq down 0.6%, they’re up 6% over the past month vs Nasdaq up 3.5%
2026-10-08 23:53 HKT Original post ↗
Neutral First call
Fundamentals · TSMC Beats September Sales Target https://www.investors.com/news/technology/tsm-stock-tsmc-beats-september-2026-sales-target/
2026-10-08 23:15 HKT Original post ↗
Neutral First call
Macro · Short term · GOOD MORNING. Bond Yields are down. Oil hit a 2-week low. Nvidia is at an all time high. The S&P just passed an time high in the pre-markets after adding $500B of marketcap yesterday and now being worth over $70T of marketcap in total. This is all happening in the midst of some of the worst breadth underneath the index with most sectors like financials and consumer discretionary not really participating. Even many semiconductor names, like the memory stocks, are not fully participating or back to their ATHs. Tech is the story, particularly large cap tech like $TSM $NVDA $META $GOOGL $SPCX $AMD $AVGO $MSFT, and we are seeing those names bring the index to record highs. If we are seeing these levels on the index with Oil still up massively on the year and Yields still at the highest in 3 years, the question becomes if the market has this wrong and this is a bull trap or if the market is front-running the inevitable decline in yields and oil, which would also imply the chances for a Fed hike will come down substantially. If it is the latter, things can get really, really fun.
2026-10-06 20:23 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 30 posts · Bull 18 / Bear 2
    @Beth_Kindig: @Beth_Kindig reports GlobalFoundries $GFS has partnered with TSMC $TSM to expand fab capacity in New York for silicon interposers for TSMC's CoWoS packaging under a $2 billion, five-year deal, with production expected to ramp in early 2028. Tagged $NVDA $AMD $AVGO. (Bullish)
  • 10/3–10/9 · 4 posts · Bull 1 / Bear 0
    @munster_gene: Looking past the market noise today, AI trade fundamentals remain solid. Early this morning $TSM reported Sep qtr revenue +51% y/y, and growth keeps accelerating: Dec-25: +21% Mar-26: +35% Jun-26: +36% Sep-26: +51% Even with TSM down 1.5% today vs Nasdaq down 0.6%, they’re up 6% over the past month vs Nasdaq up 3.5% (Bullish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

TSMEarnings 10/15 Bullish2026-10-16 01:12 HKTOriginal post ↗

TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.

See original

TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billon. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. $NVDA $AMD $AVGO $AAPL

Reasoning: Fundamentals · Medium term

TSMEarnings 10/15 Bullish2026-10-15 21:27 HKTOriginal post ↗

@GerberKawasaki: chip fears are part of the greed to fear cycle and won't change that the AI buildout will last years and be very profitable; higher rates are behind most of this and bad for stocks. Quoted: $TSM Q3 revenue $46.72B vs $44.93B est, EPS $4.60 vs $4.48.

See original

All these chip fears are all part of the same market cycle of greed to fear. None of that will change the reality that AI buildout will last for many years to come. And be very profitable for many. Rates are really behind most of this... higher rates are bad for stocks.

Reasoning: Fundamentals · Long term Specific

TSMEarnings 10/15 Neutral2026-10-15 20:00 HKTOriginal post ↗

@BrianFeroldi: is Taiwan Semiconductor a buy at $430? Exceptional business, bad valuation; business 4.7/5, valuation 2/5.

See original

Is Taiwan Semiconductor Manufacturing a buy at $430? Exceptional business, bad valuation. Phase 4 of 5 · Business 4.7/5 · Valuation 2/5

Image 1 ↗

Reasoning: Valuation Specific

TSMEarnings 10/15 Bearish↻ Repost of @Trading_Sunset2026-10-15 19:53 HKTOriginal post ↗

(Reposted by @petenajarian) @Trading_Sunset: US futures lean weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL. Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT.

See original

The day begins... US equity futures are leaning weak. Strength: $WMT $AMGN $SLV $GLD $SCHW $HSBC $AAPL Weakness: $FMC $RKLB $SKHY $MU $TSM $CRWV $NAT $CAT Have a good Thursday 🌦️ @petenajarian - The Thin Red Line (1998)

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Reasoning: Technicals

TSMEarnings 10/15 Bullish2026-10-15 19:00 HKTOriginal post ↗

(Quoted) $TSM CEO said TSMC has no intention to leave any business on the table and wants to capture every possible piece as it expands capacity.

See original

This is who you are up against: 😉

Reasoning: Fundamentals · Medium term

TSMEarnings 10/15 Bullish2026-10-15 18:57 HKTOriginal post ↗

$TSM Q3 earnings double beat: EPS $4.60 vs $4.45 est, sales $46.72B vs $45.62B est; raised Q4 sales guidance. CEO C.C. Wei said there is no ceiling to the company's profitability.

See original

$TSM Q3 EARNINGS DOUBLE BEAT EPS: $4.60 vs $4.45 est ✅ Sales: $46.72B vs $45.62B est ✅ Raised Q4 Sales Guidance ✅ CEO C.C. Wei: There is "no ceiling" to the company's profitability.

Image 1 ↗

Reasoning: Fundamentals · Medium term Specific

No-stance mentions (6)
TSMEarnings 10/15 No stance2026-10-15 07:09 HKTOriginal post ↗

AI trades collapsing in a few days due to hot CPI/inflation, $CRWV bond debacle/datacenter debt issue, $NBIS lawsuits, $ASML earning selloff, Anthropic ARR projections underwhelm, and charts getting ugly. Still to come: $TSM earnings and PPI. One of worst days for AI investors.

See original

💡In Few Days AI Trades Collapsing > Hot CPI/Inflation > $CRWV Bond Debacle/Datacenter Debt issue > $NBIS Lawsuits > $ASML Earning Selloff > Anthropic ARR Projections Underwhelm >Charts Getting Ugly Still to come > $TSM Earnings & PPI One of worst days for AI investors

Reasoning: Macro · Short term

TSMEarnings 10/15 No stance2026-10-14 02:40 HKTOriginal post ↗

@Mr_Derivatives, replying to @SPXVIX, lists upcoming catalysts in order: CPI, $ASML, $BAC, $MS, then $TSM.

See original

@SPXVIX Lmao!! My mind is all over the place. But ya first thing first! CPI, ASML, BAC, MS, then TSM…

Reasoning: Catalyst

TSMEarnings 10/15 No stance↻ Repost of @TENETTRADEGROUP2026-10-13 20:45 HKTOriginal post ↗

(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.

See original

Tenet Market Wake-Up Summary 📷📷 October.13.26 $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native @ripster47 | @tenet_research | @TenetCharts

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Reasoning: Not tagged by analyst

TSMEarnings 10/15 No stance2026-10-13 17:45 HKTOriginal post ↗

@garyblack00 says U.S. stocks were mixed pre-market (SPX flat, NDX -0.4%) as the global chip selloff hit Samsung and SK Hynix, Brent fell 1.5% to $105 and the 10-year yield eased 5.0bp to 5.19%, with Sept CPI due tomorrow and Fed Chair Kevin Warsh speaking Friday. He notes S&P 2026 EPS estimates of $367 (+32% YoY) imply a 21.3x P/E and a 4.7% earnings yield still inverted versus Treasuries, a rare setup outside the late-1990s dot-com bubble, and expects yields to retreat as the Iran conflict ends. He stays cautious on $TSLA given its extended valuation, negative forward earnings revisions and competitors commoditizing autonomous driving, while $ASML and $TSM report later this week.

See original

U.S. stocks were mixed pre-market (SPX unchanged, NDX -0.4%) as the global chip selloff persisted, with Samsung and SK Hynix plunging in Asia. Brent fell 1.5% to $105 as Saudi Arabia intercepted Houthi missiles and President Trump threatened to get involved on Saudi Arabia’s behalf. The 10-year treasury yield eased 5.0bp to 5.19%. Banks kick off Q3 earnings today followed by tech heavyweights $ASML and $TSM later this week. Sept CPI is due tomorrow, and Fed Chair Kevin Warsh speaks on Friday at an IMF-World Bank event. S&P 2026 EPS estimates of $367 continue to rise (+32% YoY) and imply a 21.3x P/E and 4.7% yield, remaining inverted versus Treasuries, a rare setup outside the late-1990s dot-com bubble. Treasury yields are expected to retreat as the Iran conflict ends. I remain cautious on TSLA given its extended valuation, negative forward earnings revisions, and autonomous driving commoditization by competitors.

Reasoning: Macro Specific

TSMEarnings 10/15 No stance2026-10-13 16:48 HKTOriginal post ↗

Lots of financial stocks are reporting earnings this week, including $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ and many others. No specific stock mentioned as a view.

See original

Lots of Financial Stocks reporting this earnings week: http://TradingTerminal.com/calendar via @MarketAtlas @BearBullTraders $WFC $BAC $JPM $UNH $ASML $GS $TSM $AA $DPZ $JNJ $C $IBKR $MS $SFNC $STT $TFC $HOMB $MRSH $CNS $FAST $FHN $CFG $SOTK $BNY $BSVN $PLD $NRDBY $WIT $USB $ERIC $AZZ $CMC $BLK $SCHW $MAN $ACI $FBK $EQBK $INDB $JBHT $MTB $PGR $TRV $WSE $WAFD $PNC $RF

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Reasoning: Not tagged by analyst

TSMEarnings 10/15 No stance2026-10-09 23:33 HKTOriginal post ↗

Sabi just raised $50M to build a cap that turns brain signals into AI prompts without an implant using custom chips developed with help from $TSM.

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Reasoning: Not tagged by analyst Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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