$TSM

3 theses

bullish 67%neutral 0%bearish 33%

Avg return (3d)

+0.2%

Win rate (3d)

67% (3 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Aug 24, 1:28 PM ET

$TSMr/wallstreetbetsDDbullish

u/Paradisity · 95d agono track record yet

Long TSM

TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

TSM is severely undervalued relative to megacap peers due to geopolitical risk premium that is overblown; the company's 90% market share in advanced node manufacturing, massive R&D investment, and critical position in AI chip supply create a structural moat. With a 3-5 year horizon, TSM's valuation should re-rate significantly as it diversifies geographically and continues to dominate despite macro AI capex concerns.

At post $418.45Now $408.12-2.5% since postedas of Aug 24, 1:28 PM ET

1d—

3d+4.1%

1w-0.8%

1m+3.3%

3m—

6m—

1y—

original post →

$TSMr/wallstreetbetsDiscussionbearish

u/RicoSuave1962 · 116d agono track record yet

HARD TO IMAGINE, BUT HERE IS YOUR CHANCE GETTING PAID SHORTING TECH - TSM

Supply constraints in the chip sector will negatively impact TSM as the first victim. The author is taking a bearish position expecting downside from these structural constraints.

At post $411.68Now $408.12-0.9% since postedas of Aug 24, 1:28 PM ET

1d—

3d-1.7%

1w-1.8%

1m+0.8%

3m+1.6%

6m—

1y—

original post →

$TSMr/wallstreetbetsGainbullish

u/uchihaItachi01 · 117d ago9 prior · 50% at 3mo

I hear that everyone’s a millionaire now - $2M

Author holds TSM as part of a $2M portfolio that has appreciated significantly. Despite expecting near-term market pulldown, maintaining long stock position while hedging with covered calls.

At post $419.50Now $408.12-2.7% since postedas of Aug 24, 1:28 PM ET

1d-1.3%

3d-1.9%

1w-4.7%

1m-1.0%

3m-0.6%

6m—

1y—

original post →

End of results.