I added to my TSM position as momentum remains firmly supported by stronger-than-expected 4Q25 revenue trends. Bernstein SocGen reaffirmed its “Outperform” call with a $330 target, highlighting that quarterly sales are tracking ahead of both guidance and consensus. November revenue reached NT$343.61 billion, up 24.5% year-over-year, and combined October–November results already cover 71% of TSM’s 4Q25 guidance mid-point. This places performance at the upper end of its historical range, reinforcing confidence in sustained demand and TSM’s execution going into year-end.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 292.61 0 | -2.21% Holding |
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- NoraPoe·12-15TOPSolid quarter! Bernstein's $330 target looking achievable with this momentum. [看涨]LikeReport