Reddit Stock Consensus
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
· Too few opinions · last 7 days · 7d · 30d · 90d
Bullish and bearish voices per day
Mentions per day
| Subreddit | Bullish | Bearish | Neutral | Split | Bullish share | Consensus |
|---|---|---|---|---|---|---|
| r/ValueInvesting | 3 | 0 | 4 |
| 100% | Too few opinions |
| r/StockMarket | 0 | 0 | 1 |
| — | Too few opinions |
▲ Bullish takes
Yea, there is enough on the company and the cyclic nature of the industry that I am tepid on TSMC at current prices/value - https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins There is a 15-20 percent premium on margins right now - and thats not a sustainable state for them. …
committed demand is a good way to split those two. if most of the new capacity is already spoken for, it's a building spree. if it isn't, it's more of a bet. adding that one
…n. But targeted air strikes are certain. I hold 25% stocks in Nvda, Meta, Google, Soxx, Oracle, Amzn, and TSM. The rest in short term bonds. I will buy at the peak fear with some long term bonds as well. But that was my take. I am not here to lecture. But how do you see the market? And takes would be appreciated.
▼ Bearish takes
Nothing yet.