Bullish Case: TSM recently reported its first profit rise in a year, driven by strong demand in AI and technology sectors. With significant investments in AI and semiconductor technology, TSM is well-positioned to leverage market growth, potentially further increasing stock prices.


Bearish Case: Despite recent gains, TSM faces global tech cycle vulnerabilities, especially with possible demand stabilization in PCs and smartphones. Ongoing geopolitical tensions and potential supply chain disruptions pose significant risks to consistent growth.


Potential Outcomes:

1. 60%: TSM leverages tech demand in AI and semiconductors driving stock growth.

2. 25%: Global tech demand stagnates, limiting TSM's growth.

3. 15%: Geopolitical or supply issues trigger immediate downturns in stock price.


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April 25, 2024


Taiwan Semiconductor Manufacturing Forecast

TSM        Taiwan Semiconductor Manufacturing
Price Forecast: BULLISH    Price Action: RANDOM (?)











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