Track record · closed signal

Taiwan Semiconductor Manufacturing (TSM) — closed signal from March 29, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on June 27, 2026.

Predicted vs. what happened

TSM price · publication thesis → realized outcomesplit-adjusted
$326.14 Published $390.65 Target $432.35 Window close $476.79 Peak
$318.83 – $330.78Entry zone — fair-value band
$326.14Published — price the day we called it
$390.65Target — the price the thesis aimed for
$476.79Peak — highest point inside the window, not a realized return
$432.35Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 26 days.

Peak price
$476.79
peak on June 22, 2026 — not a realized return
Peak gain
+46.2%
peak, from the publication price
Window close
$432.35
end-of-window price, context only
Days to target
26
Window
March 29, 2026 – June 27, 2026

The thesis — published March 29, 2026

Predicted growth
+20%
over the measurement window
Target price
$390.65
the price the thesis aimed for
Entry zone
$318.83 – $330.78
the fair-value band we waited for
Price at publication
$326.14
published March 29, 2026
Confidence
83%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

TSM combines a strong business with a recent price reset. Demand for advanced AI and high-performance chips appears steady, and reports of rising compute needs help chipmakers charge more and run factories fuller. The recent pullback looks like a cleaner short-term reset versus peers, but geopolitical worries and a weak overall trend limit top-level conviction.

Primary drivers

  • Growing demand for AI and high-performance chips keeps factories busy
  • Company execution has been consistently solid in recent results
  • Strong balance sheet helps weather volatile market conditions
  • The recent drop creates a clearer short-term recovery setup

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Share this receipt

A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.

Lyra

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.

See today’s picks All TSM signals