---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37833382.md"
description: "The guidance also exceeded expectations, $Taiwan Semiconductor(TSM.US) is definitely a cash cow As I always say, I like $Taiwan Semiconductor(TSM.US) second only to $Tesla(TSLA.US)"
datetime: "2026-01-15T06:26:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37833382.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37833382.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37833382.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# The guidance also exceeded expectations, $Taiwan S…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)

## Comments (39)

- **西瓜呀 · 2026-01-15T15:32:06.000Z**: Bro, only TSMC is working tonight, the rest are all lying flat
- **打酱油的蜗牛 · 2026-01-15T14:36:27.000Z**: Brother Value, has TSMC's option been released?
- **分清运气和认知 · 2026-01-15T07:23:00.000Z**: Last night, TSMC was moved to the second position in the portfolio.
- **独立思考&谨慎操作 · 2026-01-15T07:16:17.000Z · 👍 1**: I can understand TSMC's bull run, but Tesla is beyond me. Musk seems so flamboyant😂
- **贝基 · 2026-01-15T06:57:54.000Z**: Didn't catch up with Value Brother, when can I get in again? 😭
- **西瓜呀 · 2026-01-15T06:56:17.000Z**: I got in too late and missed TSMC. Next time you guys go for a call, remember to include me, big shots.
- **作手叶真 · 2026-01-15T06:43:41.000Z**: Then $ASML(ASML.US) also surged 😄😄
- **洺燕堂413 · 2026-01-15T06:42:39.000Z**: Congratulations! Following Value Brother to make profits
- **柏莱塔92 · 2026-01-15T06:38:52.000Z · 👍 5**: If TSMC were a U.S. company, its market value would increase by another 50%
  - **Godview** (2026-01-15T07:47:24.000Z): intl is just about to become what you said
- **OscarFine · 2026-01-15T06:38:30.000Z**: The first stock I bought in the US market was TSMC, but I didn't hold it for long and sold it after making some profit.
- **Mega大队长 · 2026-01-15T06:37:16.000Z · 👍 2**: It's taking off, thanks to Value Brother
- **Ddjhbys · 2026-01-15T06:34:09.000Z · 👍 2**: Last time I sold it and bought it back immediately after the pullback. Not selling anymore🤣
- **伏见稻荷大社的小狐狸 · 2026-01-15T06:33:44.000Z · 👍 2**: tsm is really good, but the position is too low. I'll find a chance to buy more.
- **JoyceArchive · 2026-01-15T06:33:20.000Z**: Bought too little.😂
- **发财的小手123 · 2026-01-15T06:32:03.000Z**: Ask Value Brother, how to increase positions in good companies like Taizi that have been steadily rising?
  - **道可道99** (2026-01-15T06:51:04.000Z): Same question
  - **xiaohongluck** (2026-01-15T12:07:17.000Z): What a great opportunity in December
  - ***烟火声*** (2026-01-15T14:21:21.000Z): Interest rate hike Government shutdown International turmoil
- **江北乱抛交易员 · 2026-01-15T06:31:44.000Z · 👍 1**: Thanks to Value Brother😊 After reading Value Brother's previous analysis, I started investing in TSMC until now, a must-have in the AI era
- **蓝酱 · 2026-01-15T06:31:16.000Z · 👍 2**: Wow, so awesome
- **SSerpens · 2026-01-15T06:31:14.000Z**: It's a pity I don't like Tesla, otherwise I would have followed Value Brother