Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 28, 2026Fund LettersSGA - Global GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Equity, Foundry, Geographic Diversification, manufacturing, Process Nodes, semiconductors, Taiwan, technology leadership
Apr 27, 2026Fund LettersAGT PartnersTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, Foundry, manufacturing, Moat, R&D, semiconductors, Taiwan, technology
Apr 25, 2026Fund LettersStewart InvestorsTSM Taiwan Semiconductor Manufacturing SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI chips, capital expenditure, semiconductor foundry, Taiwan, Technology Manufacturing
Apr 23, 2026Fund LettersPolen Capital - International GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI infrastructure, Foundry, growth, semiconductors, Taiwan, technology
Apr 23, 2026Fund LettersPolen Capital - Global GrowthTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI infrastructure, Cyclical, Foundry, growth, manufacturing, semiconductors, Taiwan
Apr 23, 2026Fund LettersMontaka Global InvestmentsTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock Exchangeadvanced nodes, AI, Cloud computing, Equity, geopolitical risk, Monopolist, power efficiency, Pricing power, semiconductors, Taiwan
Apr 21, 2026SubstackRijnberk Invest InsightsTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock Exchangeadvanced nodes, AI demand, capacity expansion, capital expenditure, geopolitical risks, market dominance, R&D, semiconductors, technological leadership, yield
Apr 13, 2026Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Manufacturing Bull New York Stock ExchangeAdvanced Chips, AI boom, CapEx, data centers, geopolitical risks, gross margins, long-term investment, semiconductors, supply chain, valuation
Apr 6, 2026Fund LettersWedgewood PartnersTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Cloud Service Providers, custom silicon, Foundry, growth, Leading-Edge Nodes, semiconductors, Taiwan
Feb 13, 2026Fund LettersRavenel B. Curry IIITSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NASDAQAI, CapEx, Foundry, Pricing, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, semiconductors
Feb 8, 2026Fund LettersHRISHIKESH (HK) GUPTATSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductor Foundries Bull New York Stock ExchangeArtificial Intelligence, CapEx, Foundry, Pricing power, semiconductors
Feb 4, 2026Fund LettersPeter CooperTSM Taiwan Semiconductor Manufacturing Co Ltd Information TechnologySemiconductor Manufacturing Bull New York Stock ExchangeAI, Complexity, Foundry, HPC, semiconductors
Feb 2, 2026Fund LettersGregory SeeTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Margins, ROE, semiconductors
Jan 30, 2026Fund LettersAlexTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, Moat, semiconductors
Jan 30, 2026Fund LettersAlex UmanskyTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, Pricing, scale, semiconductors
Jan 27, 2026Fund LettersMichael KassTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, Pricing power, scale, semiconductors
Jan 27, 2026Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock ExchangeAI boom, Arizona fabs, CapEx, geopolitical tensions, Intel competition, semiconductors, technology leadership, TSMC, U.S.-China relations, Yield Management
Jan 26, 2026Fund LettersBrad SlingerlendTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull New York Stock Exchangeadvanced nodes, AI, Foundry, scale, semiconductors
Jan 22, 2026Fund LettersFrank M. SandsTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Capacity, Foundry, Geopolitics, Pricing, semiconductors, Yields

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