$Taiwan Semiconductor Manufact

Decision to sell TSM yesterday appears well-timed, as the stock has since rebounded significantly. The primary catalyst was the announcement of a planned 15% price increase for its critical 3nm process in the second half of 2026, driven by insatiable AI demand. This positive news has largely offset the prior session's broader sector weakness.

TSM

05-28 21:38

USTaiwan Semiconductor Manufacturing

Side	Price \| Filled	Realized P&L
Sell Close	418.98 0	+26.98% Closed

Taiwan Semiconductor Manufacturing

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

AbnerKeppel
05-29 15:42
AbnerKeppel
Sold too early before lol, that 15% 3nm hike is nasty. You out for good or waiting for a cleaner re-entry?

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":569229779436648,"tweetId":"569229779436648","gmtCreate":1779975721362,"gmtModify":1780039153645,"author":{"id":4092890920697680,"idStr":"4092890920697680","authorId":4092890920697680,"authorIdStr":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","vip":2,"userType":2,"introduction":"Experienced Bank Audit Specialist, ACCA qualified, with 20+ years in stock, options, & futures","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.11","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.29","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1782633674134}],"fanSize":9419,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":7049,"starInvestorOrderShareNum":4547,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-69.13,"showRor":true,"investmentPhilosophy":"Focus on diversify LT growth thru strategic allocation across asset class & rigorous risk management","winRationPercentage":72.278226,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><p>Decision to sell TSM yesterday appears well-timed, as the stock has since rebounded significantly. The primary catalyst was the announcement of a planned 15% price increase for its critical 3nm process in the second half of 2026, driven by insatiable AI demand. This positive news has largely offset the prior session's broader sector weakness.</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><p>Decision to sell TSM yesterday appears well-timed, as the stock has since rebounded significantly. The primary catalyst was the announcement of a planned 15% price increase for its critical 3nm process in the second half of 2026, driven by insatiable AI demand. This positive news has largely offset the prior session's broader sector weakness.</p></body></html>","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Decision to sell TSM yesterday appears well-timed, as the stock has since rebounded significantly. The primary catalyst was the announcement of a planned 15% price increase for its critical 3nm process in the second half of 2026, driven by insatiable AI demand. This positive news has largely offset the prior session's broader sector weakness.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/569229779436648","repostId":0,"isVote":1,"tweetType":1,"viewCount":326,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":true,"orderData":{"uuid":"4092890920697680","orderId":"43394835191828480","kind":"TRADE","symbol":"TSM","secType":"STK","symbolHtmlTag":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>","symbolHtmlTagHref":"https://ttm.financial/S/TSM","symbolName":"Taiwan Semiconductor Manufacturing","market":"US","action":"SELL","currency":"USD","symbolLogo":"https://static.tigerbbs.com/f1cacd3d90cb779978f79d7bcec2ba2f","showFilledQuantity":true,"nameCN":"Taiwan Semiconductor Manufacturing","orderType":"MKT","filledQuantityFinal":0.28658,"avgFillPrice":418.98,"createTime":1779975518,"filledQuantity":"28658","filledQuantityScale":"5","openFlag":false,"side":"DEBIT","contractMajorDescription":"Taiwan Semiconductor Manufacturing","contractExtraDescription":"TSM","legs":[],"completedFlag":true,"orderPnl":{"realizedPnlPercent":0.2698,"realizedPnlByAveragePercent":0.2698},"quickOrderFlag":false},"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["订单分享帖"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":291,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":569484413502984,"commentId":"569484413502984","gmtCreate":1780040578681,"gmtModify":1780050127967,"authorId":9000000000000730,"author":{"id":9000000000000730,"idStr":"9000000000000730","authorId":9000000000000730,"name":"AbnerKeppel","avatar":"https://static.tigerbbs.com/a9cbfb682aced3afaf29ae1c789efcf1","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":569229779436648,"objectIdStr":"569229779436648","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Sold too early before lol, that 15% 3nm hike is nasty. You out for good or waiting for a cleaner re-entry?","text":"Sold too early before lol, that 15% 3nm hike is nasty. You out for good or waiting for a cleaner re-entry?","html":"Sold too early before lol, that 15% 3nm hike is nasty. You out for good or waiting for a cleaner re-entry?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/569229779436648"}