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Asset spotlight

What was said about Taiwan Semiconductor Manufacturing Co.

Creator calls, with the evidence to check them.

TSM · latest price

$375.44

as of 23h ago

See the track record Read the calls Add holding

The YouTube conversation

What are creators saying?

Selected calls on file

Recorded calls: 10
YouTube channels: 4
Pending outcomes: 0

6 bullish
3 bearish
1 no direction

30 / 90 days · price direction

Directional track record

Did price move in the direction of the call?

Separate from forecast accuracy.

30-day window

0 matched

of 0 observed calls

Rate appears from 10 observations

0 waiting for the window

0 missing price evidence

Inspect the calls

Matched: 0
Moved opposite: 0
Flat: 0
Waiting for the window: 0
Missing price evidence: 0
Published calls on file: 10
Excluded from this measurement: 10
Additional calls grouped: 0

One observation per creator, asset and UTC publication day. Conflicting directions on the same day are excluded. Flat observations stay in the denominator. Waiting windows and missing evidence are unknown outcomes.

No measured calls available yet.

90-day window

0 matched

of 0 observed calls

Rate appears from 10 observations

0 waiting for the window

0 missing price evidence

Inspect the calls

Matched: 0
Moved opposite: 0
Flat: 0
Waiting for the window: 0
Missing price evidence: 0
Published calls on file: 10
Excluded from this measurement: 10
Additional calls grouped: 0

No measured calls available yet.

How to read this

Direction is extracted by AI and may need correction. These fixed windows do not evaluate the creator’s own target or deadline. The entry is the first full market session after the source’s UTC publication date; we compare its close with the close 30 or 90 calendar days later, rolling a non-trading endpoint forward. Bullish calls match a rise; bearish calls match a fall. This is a price comparison, not a trading return.

How directional measurements work

Forecast accuracy

Creators’ own targets and deadlines

—

nothing resolved yet

10 calls from 4 channels are on file for TSM. None have resolved yet, so there is no hit rate to report. None are still pending. The record leans bullish: 6 bullish and 3 bearish, plus 1 with no stated direction.

This is the weighted hit rate: a partial counts as half. It uses resolved forecasts, not the 30/90-day directional observations above.

How hit rates work

Email me when TSM calls resolve

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Price & targets

Compare one creator’s call at a time.

Verified daily prices are unavailable for this period.

No comparable price targets with a source date are on file. Read the calls below.

About this view

Price window: May 12, 2026–Nov 7, 2026. Yahoo Finance · daily closes. Prices and targets use split-adjusted units.

The recorded outcome follows the call’s original target, deadline and conditions. The price line shows daily closing observations.

10 calls lack a comparable target or source date. Find calls without targets in the creator archive.

Calls, by channel

Choose a creator to read their calls and source evidence.

Tom Nash5 callsBullish

Nash continues to view TSMC as an attractive AI infrastructure investment. His positive stance accompanies a preference for the larger potential returns he sees in AI implementation.

Most recent thesisOct 25, 2026Source video

Nash continues to view TSMC as an attractive AI infrastructure investment. His positive stance accompanies a preference for the larger potential returns he sees in AI implementation.

Earlier theses (4)

Strongly BullishJul 20, 2026Source

Nash considers TSMC essential exposure to the agentic AI investment cycle because of its semiconductor manufacturing position. He argues that strong demand and operating income growth outweigh concerns about its valuation and location.

BullishMay 15, 2026Source

The host describes TSMC as a monopoly in semiconductor production and a key AI infrastructure beneficiary. He sees substantial upside while acknowledging that its quality is already reflected in pricing.

BullishMar 5, 2026Source

TSMC is described as a global semiconductor monopoly, with the host arguing the Iran war reduces geopolitical risk around Taiwan, supporting its inclusion among his top picks.

BearishDec 18, 2025Source

The host explicitly excludes TSMC from his buy-and-hold list despite it being the dominant chip manufacturer, citing insane geopolitical risk between Taiwan and China as the reason to avoid it.

BullNot scoredNo targetOct 25, 2026

“They all remain very attractive as investments, very good companies that should be in a lot of portfolios.”

BullNot scoredNo targetJul 20, 2026

“You can't go into the agentic AI without having some TSMC.”

BullNot scoredNo targetMay 15, 2026

“In the third tier, we have the stocks that have run up significantly, but also have massive upside. The Nvidias of the world, the Googles,…”

BullNot scoredNo targetMar 5, 2026

“I have compiled a list of 20 companies which I think is going to absolutely dominate dominate the next decade and here they are.”

BearNot scoredNo targetDec 18, 2025

“TSMC is not on my list.”

Financial Education3 callsMixed

The host expects TSMC to benefit further from semiconductor spending in 2027. He then anticipates meaningful damage from an industry slowdown beginning in 2028.

Most recent thesisOct 1, 2026Source video

The host expects TSMC to benefit further from semiconductor spending in 2027. He then anticipates meaningful damage from an industry slowdown beginning in 2028.

Earlier thesis (1)

Strongly BearishSep 3, 2026Source

The host excludes TSMC from his preferred large-cap investments because he considers the semiconductor cycle near its peak. He forecasts peak profits in 2027 despite continued profitability afterward.

BearNot scoredNo targetOct 1, 2026

“when that slowdown starts in 28, that's going to really, you know, definitely damage them a lot.”

BullNot scoredNo targetOct 1, 2026

“they're going to make even bigger bank in 2027”

BearNot scoredNo targetSep 3, 2026

“2027 what's going to occur is Nvidia, Micron, SKH Highix, Samsung, TSMC profits are going to peak for those companies”

Jo Bhakdi1 callBullish

The host identifies TSMC as an upstream beneficiary of the AI infrastructure buildout. His concluding investment pitch explicitly extends the bullish supplier thesis to TSMC.

Most recent thesisOct 26, 2026Source video

The host identifies TSMC as an upstream beneficiary of the AI infrastructure buildout. His concluding investment pitch explicitly extends the bullish supplier thesis to TSMC.

BullNot scoredNo targetOct 26, 2026

“It is a pitch for the hyperscalers especially for SpaceX and for everyone who's a supplier to SpaceX which is Micron, SKHEX, Nvidia and the…”

Michael Tyler1 callNeutral

The host identifies TSMC's upcoming earnings as an important catalyst for Nvidia and the broader AI complex. He predicts a market impact without specifying whether prices will rise or fall.

Most recent thesisOct 10, 2026Source video

The host identifies TSMC's upcoming earnings as an important catalyst for Nvidia and the broader AI complex. He predicts a market impact without specifying whether prices will rise or fall.

NeutralNot scoredNo targetOct 10, 2026

“Okay, TSMC on Thursday. That's going to move Nvidia. That's going to move the entire AI complex.”