I added to my TSM position as confidence grows around its stronger-than-expected 4Q25 outlook. Bernstein SocGen reaffirmed its “Outperform” rating with a $330 target, highlighting revenue that is tracking ahead of both guidance and consensus. November sales reached NT$343.61 billion, up 24.5% year-over-year, and combined October–November revenue has already hit 71% of the quarter’s guidance midpoint—near the upper end of its historical range. This momentum reinforces TSM’s leadership in advanced chip manufacturing and supports a bullish long-term view.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 293.08 0 | -1.88% Holding |
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- Neexio·12-15 23:22TOPSolid momentum! Bernstein's $330 target looks achievable with 71% guidance already met [强][看涨]LikeReport