The host discloses a current TSMC position and says he likes the company, but gives no price direction or target.

The host maintains a plan to add TSM on support or stabilization in the 360-378 and 320-350 zones, expecting it to become his second-largest position after adding.

TSMC trades above its historical valuation range, but with revenue accelerating to 50% and set to go faster next quarter, ~20x earnings is fully justified — not expensive in context.

Since NVIDIA's chips are fabricated by TSMC, the host expects TSMC's stock to struggle near-term if NVIDIA keeps falling.

TSMC's October sales rose 60% year over year, showing AI demand remains strong, and the stock unusually rallied on its monthly revenue day.

Citing sixty percent year-on-year October sales growth, the host reads it as proof that AI demand remains robust and notes the stock unusually rose against the tape.

TSMC's October sales rose 60% year over year, showing AI demand remains strong, and the stock unusually rallied on its monthly revenue day.

Citing sixty percent year-on-year October sales growth, the host reads it as proof that AI demand remains robust and notes the stock unusually rose against the tape.

TSMC's October sales surged 60% year over year, showing AI demand remains strong; the stock unusually rose on revenue day.

The host notes TSMC's October sales jumped 60 percent year over year, showing AI demand remains strong, and the stock rarely rose against the tape that day unlike previous monthly revenue days, a brief positive assessment.

TSMC's October sales surged 60% year over year, showing AI demand remains strong; the stock unusually rose on revenue day.

The host notes TSMC's October sales jumped 60 percent year over year, showing AI demand remains strong, and the stock rarely rose against the tape that day unlike previous monthly revenue days, a brief positive assessment.