Taiwan Semiconductor Manufacturing Company (TSM) — closed signal from July 12, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 10, 2025.
Predicted vs. what happened
What happened
Reached its target in 81 days.
The thesis — published July 12, 2025
TSMC makes chips for almost every company working on artificial intelligence. Sales from these AI chips could grow about 45 percent each year, and the recent price dip to around $225-$230 gives investors a chance to buy before July sales numbers and August earnings come out. Construction progress in Arizona and fewer worries about supply problems may ease political fears. If the mood stays upbeat, the share price could climb to about $285 within three months.
Primary drivers
- AI chip sales may rise 45 percent yearly, boosting profits and pricing power.
- Two upcoming reports in the next 90 days could quickly move the stock upward.
- Arizona factory progress and steadier supply cut political discount on shares.
- Strong mood and price near $225 give a fresh buying chance with limited downside.
How it played out
TSM: target reached in 81 days
Lyra published TSM at $229.06 on 2025-07-12 with 25 percent expected growth. The thesis pointed to artificial intelligence chip sales that may rise 45 percent yearly, two upcoming reports within 90 days, Arizona factory progress, steadier supply, strong mood, and a price near $225 as the setup.
Inside the window from 2025-07-12 to 2025-10-10, TSM reached the $284.65 target in 81 days. The peak was $306.47 on 2025-10-06, with a 33.8 percent peak gain. It ended at $279.90. The thesis played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.