$Taiwan Semiconductor Manufact

I made an additional investment in TSM stock based on strong fundamental momentum and positive analyst outlook. Bernstein SocGen Group reaffirmed its “Outperform” rating with a $330 price target, noting 4Q25 revenue is tracking ahead of guidance and consensus. November sales reached NT$343.61 billion ($11B), down 6.5% from October but up 24.5% year-over-year. Combined October and November revenue of NT$711 billion already accounts for 71% of 4Q25 guidance, positioning TSM in the upper historical range of 65–72%. This robust performance supports confidence in the company’s growth trajectory and justifies additional investment.

TSM

12-16 22:53

USTaiwan Semiconductor Manufacturing

Side	Price \| Filled	Realized P&L
Buy Open	287.52 0	+0.02% Holding

Taiwan Semiconductor Manufacturing

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