Taiwan Semiconductor Manufacturing (TSM) — closed signal from April 23, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on July 22, 2026.
Predicted vs. what happened
What happened
Reached its target in 56 days.
The thesis — published April 23, 2026
Taiwan Semiconductor is kept because its business is among the strongest and recent updates made that case clearer. A major bank raised its price target after solid results, and talk of strong AI-related demand and pricing power supports continued earnings strength. The main worry is timing: the stock has moved up quickly, so upside in the next 0-3 months is possible but a pullback would present a cleaner opportunity.
Primary drivers
- Bank raised its price target after better-than-expected results
- Growing AI demand and improved pricing support factory orders
- Strong cash position and repeated earnings beats boost credibility
- A retreat toward the entry range would make the setup less stretched
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.