Stocks / Semiconductors
TSMSemiconductors
FollowFollowingUnfollowTaiwan Semiconductor Manufacturing Company Ltd.
$399.301d -4.7%5d -6.5%settled close · 2026-11-02
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12 investor calls on TSM in the last 90 days (12 bullish, 0 bearish). Follow TSM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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The tape, with the calls on it
Who said what, and what TSM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about TSM
23 long2 neutrallatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Michael Landsberg | Bullish | CNBC (uncut) | Taiwan Semiconductor is attractive because it retains a leading position in chip manufacturing while… |
| 2026-10-20 | Doug Clinton | Bullish | CNBC (uncut) | TSMC is the essential manufacturer for AI-chip designers and continues to see no slowdown in AI demand. |
| 2026-10-19 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC (uncut) | Taiwan Semiconductor is the indispensable fab for every major AI chip customer, making it the most… |
| 2026-10-16 | Andrew SlimmonSenior portfolio manager, Morgan Stanley IM | Bullish | Bloomberg The Close | Taiwan Semiconductor and AI chip makers report sold-out capacity every quarter, creating a structural… |
| 2026-10-15 | Mehdi Hosseini | Bullish | Bloomberg The Close | TSMC is committed to dominating the foundry landscape and will not allow competitors to close the gap… |
| 2026-10-15 | Derek Yan | Bullish | CNBC (uncut) | TSMC's sixth consecutive quarter of record profit, raised full-year revenue guidance to 44% growth, and… |
| 2026-10-13 | Sarah KunstManaging director, Cleo Capital | Bullish | Bloomberg TV (uncut) | Taiwan Semiconductor and other hard-to-replicate supply chain nodes face far fewer viable near-term… |
| 2026-10-13 | Sarah KunstManaging director, Cleo Capital | Bullish | Bloomberg Surveillance | Taiwan Semiconductor's advanced-node manufacturing faces far fewer viable near-term competitors from China… |
| 2026-10-13 | Sarah KunstManaging director, Cleo Capital | Bullish | Mike Wilson (newest) | Taiwan Semiconductor occupies a supply-chain position that is far harder to replicate than Nvidia chips, with… |
| 2026-09-22 | Glen KacherCIO, Light Street Capital | Bullish | The Big Picture (Ritholtz) | TSMC manufactures chips for Nvidia, AMD, and Broadcom simultaneously, creating a near-monopoly position that… |
Show all 25 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-14 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | Masters in Business | TSMC is becoming the sole supplier of leading-edge semiconductor fabrication, granting it structural pricing… |
| 2026-08-10 | Sarah KunstManaging director, Cleo Capital | Bullish | Bloomberg Surveillance | TSMC is essentially irreplaceable in advanced chip production for AI hardware for the next 3-5 years with no… |
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | TSMC is the primary beneficiary of the semiconductor buildout regardless of which chip designer wins, and… |
| 2026-07-09 | Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh | Bullish | Yahoo Finance | Taiwan Semi is the world's largest dedicated chip foundry and has onshored Nvidia chip production to Phoenix… |
| 2026-06-30 | Gavin UbertiCo-founder & CEO, Etched | Bullish | Invest Like the Best | TSMC's real competitive moat is underappreciated customer service — they run yield-improvement experiments on… |
| 2026-06-09 | Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management | Bullish | Invest Like the Best | TSMC is the manufacturing backbone of the AI chip supply chain and is extremely levered to AI infrastructure… |
| 2026-02-09 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Halftime Committee | Taiwan Semi warrants a premium multiple above historical norms because AI infrastructure spend creates a new… |
| 2025-12-23 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | TSMC is the world's most sophisticated chip foundry doing the actual fabrication work for AI chips, making it… |
| 2025-12-05 | Lyn AldenIndependent macro strategist | Neutral | interview | Trimmed TSMC after it doubled quickly because valuation has stretched beyond what fundamental revenue growth… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Chris Davis | TSMC is the hardware-agnostic platform for advanced chip manufacturing—all AI chip designers depend on it… |
| 2025-01-29 | Alex CampbellFounder & CEO, Rose AI | Bullish | Forward Guidance | TSMC's position in advanced semiconductor manufacturing is irreplaceable — the US is 10-15 years from… |
| 2024-09-14 | Mark MobiusEM investor — ex-Franklin Templeton | Bullish | interview | TSMC is a category-leading chip foundry benefiting from global secular demand growth in semiconductors, and… |
| 2023-12-20 | Warren BuffettChairman, Berkshire Hathaway | Bullish | OnefootHurdle | TSMC is a fabulous business and best-in-class semiconductor manufacturer, but Buffett sold most of the… |
| 2023-05-07 | Warren BuffettChairman, Berkshire Hathaway | Bullish | Value Investing & Finance News | While TSMC is one of the best-managed companies in the world with a superb business, Buffett sold most of the… |
| 2023-04-17 | Halftime Committee MemberUnnamed member, CNBC Halftime Report investment committee | Neutral | CNBC Halftime Committee | Geopolitical risk from China exposure and Taiwan-China tensions makes TSM unattractive despite being the best… |
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The options tape
Notable options days
Sessions in the last 120 where TSM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 4 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-09-15 | ||||||
| 2026-07-16 | ||||||
| 2026-07-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
TSM on the Wheel
TSM passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
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