Track record · closed signal

Taiwan Semiconductor Manufacturing (TSM) — closed signal from May 24, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 22, 2026.

Predicted vs. what happened

TSM price · publication thesis → realized outcomesplit-adjusted
$403.78 Published $467.52 Target $418.95 Window close $479.00 Peak
$390.56 – $408.50Entry zone — fair-value band
$403.78Published — price the day we called it
$467.52Target — the price the thesis aimed for
$479.00Peak — highest point inside the window, not a realized return
$418.95Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 29 days.

Peak price
$479.00
peak on June 30, 2026 — not a realized return
Peak gain
+18.6%
peak, from the publication price
Window close
$418.95
end-of-window price, context only
Days to target
29
Window
May 24, 2026 – August 22, 2026

The thesis — published May 24, 2026

Predicted growth
+16%
over the measurement window
Target price
$467.52
the price the thesis aimed for
Entry zone
$390.56 – $408.50
the fair-value band we waited for
Price at publication
$403.78
published May 24, 2026
Confidence
82%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

TSM looks like the best big-company pick in the AI chip supply chain because several positives line up: strong demand for contract manufacturing, technical leadership on advanced chips, and new packaging capacity. Profit margins and repeated strong results support resilience. Recent AMD-linked Taiwan investment news adds fuel to future AI chip orders. Momentum isn't fully proven, but the recent dip near the short-term trend offers a reasonable 0-3 month setup.

Primary drivers

  • Leads on the most advanced chip manufacturing tech, key for AI chips
  • AMD-linked Taiwan capacity news points to stronger future foundry orders
  • Strong margins and a solid balance sheet help limit downside
  • Consistent earnings beats show reliable execution through cycles

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