Taiwan Semiconductor's above-average inflows and potential capitulation at the recent low add to its bullish setup. The stock has moved cleanly off the STL and out of the pink zone. x.com 

Institutions are aggressively positioning for TSMC to move higher. A $30M put seller took 9/18 puts at the $440 strike, $25 above spot, a very aggressive, very short-dated bet. The weekly chart shows wildly clean institutional accumulation and clearly inefficient pricing below the $440s. x.com  x.com 

A $45 million put sale on Taiwan Semiconductor signals bullish positioning in the stock. x.com 

Taiwan Semiconductor looks undervalued as AI capex keeps climbing, yet investors are sleeping on it. x.com 

Taiwan equities bundle real AI chokepoints with pricing power and no near-term substitutes for about 21x forward earnings, versus about 30x for US semiconductors. TSMC holds about 90% of sub-7nm manufacturing and is raising CoWoS prices; Unimicron and Elite Material control ABF substrates and CCL; ASE runs advanced packaging above 90% utilization; Delta supplies power and cooling for 120-230kW racks at 30-40% lower cost than Western rivals. Taiwan also offers lower beta and volatility. x.com  … Show more

TSMC's demand still outstrips supply: its CEO warned chip supply will stay short of AI demand for the year, with US customers still exceeding available capacity. TSMC reiterated 30%+ sales growth this year and said capex should trend toward the high end of its $56B range, while avoiding abrupt memory-style price hikes. The recent dip to the 8-day moving average near 430 sets up a melt-up toward 460 and 480. x.com 

TSMC is a core staple holding, and if it ever tops out, that may well signal the end of the broader bull cycle. It has quietly delivered one of the market's strongest and most consistent uptrends, with less volatility than many semiconductor stocks. Since the late-March 2026 bottom in the $315-$320 zone, every daily touch of the lower bullish ribbon has bounced, so every meaningful dip is a buying opportunity for long-term holders. x.com 

Taiwan's AI supply chain, led by TSMC, Hon Hai and MediaTek, should keep rising as foreign capital pours in and the world stays dependent on its manufacturing. Foreign investors set a weekly net-buying record of NT$188.5B despite Iran-war and oil pressure. About 90% of chips are made in Taiwan, and nowhere else can meet 2026-27 CoWoS targets for Google and NVIDIA; US fabs won't be at capacity for years. China fears look overblown. The main risk is hyperscalers cutting capex. x.com  x.com 

Taiwan Semiconductor looks set to rise because three key technical edges are showing together. The stock held and bounced off its STL line, has a bullish MACD divergence, and carries a 99 Composite score in MarketSurge. Most of the best trades tend to show these three edges at once. x.com 

TSMC's blockbuster quarter contradicts the AI bears' narrative. Revenue grew 36% and EPS 77.4%, with EPS of $4.31 versus $3.77 expected and revenue of $40.2B versus $39.7B. Capex also came in higher than expected at $15B versus $11B. x.com