Taiwan Semiconductor Mfg. Co. Ltd.

  • TSM

  • $194.70

  • +1.44%

  • $194.67

  • $196.00

  • $193.26

Ticker Appearances

First Word
Fri, October 4, 2024 | 7:45AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.

VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...

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Visitor: F1EBA5A8-5D4C-447B-A058-BCDEDDDFA28A

First Word
Mon, September 30, 2024 | 7:50AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.

VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report.  All of this we expect to be dovish...

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Visitor: F1EBA5A8-5D4C-447B-A058-BCDEDDDFA28A

First Word
Fri, September 27, 2024 | 7:45AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.

VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...

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Visitor: F1EBA5A8-5D4C-447B-A058-BCDEDDDFA28A

Thu, July 18, 2024 | 10:16AM ET

⚡ FlashInsights

Thu, July 18, 2024 | 10:16AM ET
Mark
Mark L. Newton, CMT AC

Head of Technical Strategy
🔥 🔥 🔥
Early bounce in US Equities as Taiwan Semi modestly beat EPS and rose 1% following yesterday's rout in Semiconductors and NASDAQ fell to the lowest levels since 2022. There remains no proof yet that yesterday's pullback has run its course and the mild nature of this bounce attempt which is starting to slip a bit (TSM 1.44%  has given back most of its early gains) might allow for a bit more weakness before US Equities can begin to turn back to highs. Any break of 5631 is warning of a pullback to 5575 (Similar level in SPX cash is 5584 which would likely lead to 5523. However, as discussed in late night's report, there should be no long-lasting damage given the recent selling pressure in Large-cap Technology and i expect a rally should likely start by early next week
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