Taiwan Semiconductor Manufacturing Company Limited (ADR) (TSM) — closed signal from December 13, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 13, 2026.
Predicted vs. what happened
What happened
Reached its target in 60 days.
The thesis — published December 13, 2025
TSM looks like it may rebound quickly because price action shows a sharp sell-off followed by signs of buying interest, and analysts agree the company's underlying business is healthy. Nvidia evaluating bigger chip orders helps demand expectations. Trading is choppy, so gains could be fast but also come with elevated ups and downs.
Primary drivers
- Price fell sharply and now shows signs of buyers stepping in
- Stronger demand from AI chip customers like Nvidia supports production
- Company fundamentals are solid, reducing risk of weakness
- Well-known tech name can attract buyers when it dips
How it played out
TSM: target reached in 60 days
Lyra published TSM at 292.04 on December 13, 2025, with expected growth of 25%. The thesis pointed to a sharp sell-off, signs of buyers stepping in, demand from artificial intelligence chip customers such as Nvidia, solid fundamentals, and the chance that a well-known tech name could attract buyers after a dip.
Inside the window, TSM reached the 365.05 target in 60 days. It later peaked at 390.21 on February 25, 2026, for a 33.6% gain. By March 13, 2026, it ended at 338.31. The thesis played out.
What happened during the window
On February 10, 2026, TSMC's board approved capital appropriations for new fabs and upgrades. On March 10, 2026, Investor's Business Daily reported that TSMC said February sales rose 22.2% year over year and fell 20.8% from January.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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