$TSMNYSE
TSMC (TSM) in Serenity's X Posts
Semiconductor foundry
World's largest chip foundry; manufactures leading-edge chips for Apple, NVIDIA, AMD, and others.
Tracked mention (Jun 5, 2026):
Price when mentioned: $415.17 • Return since mention →
Serenity Thesis for $TSM
Context from Serenity's (@aleabitoreddit) public X posts.
The hardware manufacturer of the AI age. Serenity tracked TSMC's packaging subsidiaries (e.g. Xintec) and COUPE mass production timelines starting H2 2026.
Recent Serenity posts mentioning $TSM
Excerpts with links to the original public posts on X.
2026-10-23 18:17Pretty crazy Reuters piece on the global selloff. - October 22 marked the 1st time since the COVID crash that long/short, systematic, and multi-strategy hedge funds tracked by Goldman Sachs ALL lost more than 1% in a single day. - Tech-focused hedge funds: down ~10% in October…Thu Oct 15 08:14:53 +0000 2026$TSM released earnings today. I was more curious about commentary given recent the market panic. For analyst Q&A rounds: Q: Citi explicitly challenged TSMC on AI financing, HBM, CoWoS, lasers and the risk of overbuilding capacity A: $TSM assessed CSP capex, DC construction…