Stock Detail
$TSM
Technology · 61 tracked mentions in the last 90 days across 21 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
TSM leans undervalued across 4 creators and 10 classified valuation claims, with 5 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: price target upside
Citi Raises TSMC Price Target on Strong AI Outlook Ahead of Earnings (TSM)... and the stock is a strong buy with about 20% upside
Explicit claim • strong conviction • basis: fair value gap
I calculated a fair value of $611. TSMC is the manufacturing partner for some of the world's largest tech companies, including Apple and Nvidia. Those companies outsource their manufacturing needs to Taiwan Semiconductor, and those companies are seeing booming demand and orders and backlogs are increasing for TSMC.
Explicit claim • strong conviction • basis: multiple relative
my verdict on TSM is this is my favorite setup of the group. Strong demand, strong recent numbers, strong reporting history, and a valuation that still looks acceptable. If I had to choose one name from this list to own going into the week, it would definitely be TSM.
Explicit claim • strong conviction • basis: multiple relative
And on a forward metric, they only trade at 23 times next year's net income. And now that starts to look really cheap.
Mention History
Latest mentions across all history
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