Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Nov 9, 2025Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited -Semiconductors Bull -AI manufacturing, geographical diversification, global supply chains, Pricing power, Revenue Growth, semiconductors, technology leadership, TSMC
Nov 8, 2025Fund LettersAlex UmanskyTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEAI, Foundry, Geopolitics, Pricingpower, Wafers
Oct 31, 2025Fund LettersDaniel S. LoebTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Chips, Clients, Fabrication, Foundry, growth, Margins, semiconductors, valuation
Oct 31, 2025Fund LettersDaniel S. LoebTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Chips, Clients, Fabrication, Foundry, growth, Margins, semiconductors, valuation
Oct 30, 2025Fund LettersKevin ArensonTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull NYSEAI, Capacity, growth, manufacturing, Monopoly, Pricing power, semiconductors
Oct 30, 2025Fund LettersKevin ArensonTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull NYSEAI, Capacity, growth, manufacturing, Monopoly, Pricing power, semiconductors
Oct 27, 2025Seeking AlphaSeeking AlphaTSM Taiwan Semiconductor Manufacturing Company Limited -Semiconductors Bull -Competitive advantages, customer relationships, geopolitical risks, high-performance computing, investment thesis, market share, Revenue Growth, Semiconductor manufacturing, technology, TSMC
Oct 24, 2025Fund LettersKrishna MohanrajTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Foundry, growth, HPC, leadership, manufacturing, semiconductors
Oct 21, 2025Fund LettersAlan R.ChristensenTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors Bull NYSEAI, Capacity, Foundry, growth, Margins, Pricing, semiconductors
Oct 21, 2025Fund LettersCassandra A. HardmanTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Capacity, Foundry, HPC, Pricing power, semiconductors
Oct 20, 2025Fund LettersChristopher SmithTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Capacity utilization, EPS growth, Foundry, Pricing power, semiconductors
Oct 20, 2025Fund LettersEmerson BluhmTSM TSMC Information TechnologySemiconductors & Semiconductor Equipment Bull NYSEAI, CapEx, Foundry, Margins, Packaging, semiconductors
Oct 20, 2025Fund LettersPaulina McPaddenTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull NYSEAI, Capacity, Foundry, margin expansion, Pricing power, semiconductors, technology leadership
Oct 20, 2025Fund LettersChristopher SmithTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Capacity utilization, EPS growth, Foundry, Pricing power, semiconductors

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