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Published calls, with the work attached
Read every published call here. Thesis Street is invite-only: join to follow writers, discuss theses and publish your own.
Revenue beat the top of TSMC's guide, the 2026 growth outlook rose to about 44% and management says AI demand still exceeds supply. Margins are drifting down as N2 and overseas fabs ramp. At 19x to 21x next year's consensus earnings, we see value of roughly $444 to $491 per ADR.