Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Jan 22, 2026Fund LettersEmerson BluhmTSM Taiwan Semiconductor Manufacturing Company SemiconductorsSemiconductor Foundries Bull New York Stock Exchangeadvanced nodes, AI demand, Foundry, Pricing power, scale
Jan 22, 2026Fund LettersBrian A. ChristiansenTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAI, Foundry, Pricing, scale, semiconductors
Jan 21, 2026Fund LettersCameron RobertsonTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 21, 2026Fund LettersTed AlexanderTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 21, 2026Fund LettersRahul NarangTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, semiconductors, Technologyleadership
Jan 20, 2026Fund LettersArne AlsinTSM TSMC Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 18, 2026Fund LettersArvid StreimannTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, scale, semiconductors, technology
Jan 17, 2026SubstackRijnberk Invest InsightsTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock ExchangeAdvanced logic manufacturing, AI infrastructure, Capacity constraints, capital discipline, Free Cash Flow, geopolitical risk, market dominance, overseas expansion, semiconductors, technological leadership
Jan 15, 2026Fund LettersMichael TaylorTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, scale, Semi Conductors, technology
Jan 14, 2026Fund LettersDavid A. RolfeTSM Taiwan Semiconductor Manufacturing Company Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, HPC, Pricing, semiconductors
Jan 14, 2026Fund LettersDavid SteinthalTSM Taiwan Semiconductor Manufacturing Company Ltd. Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors
Jan 13, 2026Fund LettersSilas MyersTSM Taiwan Semiconductor Manufacturing Co., Ltd. SemiconductorsSemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Nodes, ROIC, semiconductors
Jan 13, 2026Fund LettersSilas MyersTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, CapEx, Foundry, Moat, semiconductors
Jan 12, 2026Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductor Foundries Bull New York Stock ExchangeAI tailwinds, earnings surprise, financial strength, geopolitical risk, margin expansion, Pricing power, Revenue Growth, semiconductor foundry, Taiwan Semiconductor, valuation
Jan 5, 2026Fund LettersJames FellowsTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductor Foundries Bull New York Stock ExchangeAI, CapEx, Foundry, scale, semiconductors

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