$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock based on strong guidance and robust revenue performance. Bernstein SocGen Group reiterated an “Outperform” rating with a $330 price target, highlighting that 4Q25 revenue is tracking above both guidance and consensus. November sales reached NT$343.61 billion ($11B), slightly down from October but up 24.5% year-over-year, demonstrating resilience. Combined October and November revenue of NT$711 billion already accounts for 71% of 4Q25 guidance, placing it near the upper historical range of 65-72%. This reinforces confidence in TSM’s growth trajectory and its ability to outperform market expectations.
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