Taiwan Semiconductor Manufacturing Company Limited (TSM) — closed signal from January 3, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on April 3, 2026.
Predicted vs. what happened
What happened
Reached its target in 39 days.
The thesis — published January 3, 2026
TSM is seen as a solid semiconductor leader with strong price momentum and good balance between market sentiment and company fundamentals. Positive news-being named a top stock for 2026 and a tariff delay-reduces near-term political risk. Because the stock is stretched, use staged buys instead of chasing now.
Primary drivers
- Demand for AI chips keeps factory usage high
- Tariff delay lowers immediate policy uncertainty
- Positive price momentum supports further gains
- Stable mix of factors reduces sudden swings
How it played out
TSM: target reached in 39 days
Lyra published TSM at 319.61 on 2026-01-03 with 16% expected growth. The thesis pointed to demand for artificial intelligence chips, a tariff delay, positive price momentum, and a stable mix of factors. It also said the stock was stretched and favored staged buys instead of chasing.
Inside the window from 2026-01-03 to 2026-04-03, TSM reached the 370.75 target in 39 days. It peaked at 390.21 on 2026-02-25, up 22.1%. It ended at 339.04. The thesis played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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