TSM - Taiwan Semiconductor Manufacturing Company

Momentum play to the downside with potential breakdown past $388; key resistance at $400; requires confirmation.

Over 113 insider purchases vs 2 sales in six months, reflecting strong confidence in AI-driven demand and pricing power.

Short-term bearish momentum play for a breakdown below $400 support.

TSMC is a core holding (7% of portfolio) and benefits from increasing AI chip demand. The host notes its conservative but growing capex plans.

Beat on revenue, net income, improved guidance; capex rising; host says 'they killed it' and bullish on fundamentals

Record growth rates, key AI chip supplier, expected to blow away earnings expectations.

TSMC is critical for AI chips. Expected to report earnings next week.

Mentioned as having done well and being at a buy point, with positive outlook on semiconductor demand.

TSMC manufactures advanced chips for Nvidia, AMD, and Apple. It is the most important foundry globally, but the video suggests ETF exposure rather than direct investment.

Mentioned as a pick in the 4-stock challenge, strong position in semiconductor manufacturing.