TSMC Stock Analysis — Latest Investor Quotes & Trade Calls

Buy TSMC on Indicator Confirmation

"So, what am I doing right now? TSMC is pulling back, not because the business is broken, but because the market is uncertain. That's the gap real investors live in. I'm watching, waiting, and when the indicators flash green, I'm buying. Small size, core position, long hold. This is not a trade. It's a long-term bet on the infrastructure behind AI."

The speaker outlines a strategy to buy TSMC when technical indicators confirm market compression, positioning the stock as a long-term infrastructure play in the midst of geopolitical undervaluation. The emphasis is on waiting for confirmation rather than chasing short-term green candles.

Taiwan Semi as a Must-Buy in the AI-Driven Market

-1.63%current return

"Conviction in the AI mega trend is strengthening."

The speaker emphasizes the bullish outlook on Taiwan Semi driven by the AI mega trend. He notes the stock's long-standing strong buy rating, its historical doubling from the $175 level, and expresses a clear investment conviction by stating that although he does not currently own it, investors should consider buying it.