US · 3 entries · 3 publications
Taiwan Semiconductor Manufacturing CO Ltd
No entry states a stance.
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Sign up freeSubstack · I/O Fund · Beth Kindig
Taiwan Semiconductor (NYSE: TSM) recently announced fiscal Q3 earnings, stating its longer-term AI revenue outlook is stronger than anticipated. The company reported record Q3 revenue of $33.1 billion, which was up by a…
Substack · Fulcrum Insights
Holding of the Week, Taiwan Semiconductor (TSM), in the Growth portfolio since the February 2nd start, with earnings due Thursday.
Since publication −4.5% α −2.8 pp vs S&P 500 · USD
Substack · I/O Fund · Beth Kindig
Taiwan Semiconductor (NYSE: TSM) recently announced fiscal Q3 earnings, stating its longer-term AI revenue outlook is stronger than anticipated. The company reported record Q3 revenue of $33.1 billion, which was up by a…
Since publication +41.3% α +29.0 pp vs S&P 500 · USD
Substack · Pierce Capital Research · Steve Wagner
Taking a Look at ASML (ASML) & Taiwan Semiconductor (TSM) Q2 2025 Earnings Results.
Since publication TSM +77.7% α +55.9 pp vs S&P 500 · USD
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