Katie Wood adds Taiwanese semiconductor to the portfolio portfolio to the portfolio News ad

When investors look at a new idea for trading or investing, they are often thin seasons, when nothing clicks or does not make sense, and no possibilities were found, while the ideas of other seasons, it seems, just come everywhere.

In today’s market it is difficult to determine good value, given that wider S&P 500 index trading next to his All the time maximums Now.

TAIWAN SEMICONDUCTOR ManUFACTURING today

TAIWAN SEMICONDUCTOR ManUFACTURING Company LIMITED FOSCE Logo
TSMTSM 90-day performance

Taiwan semiconductor production

$ 195.54 +3.78 (+1.97%)

As of 2:28 on the East

52-week range
$ 133.57

$ 226.40

Dividend yield
1.10%

P/e ratio.
27.77

Value is valuable
$ 212.00

However, it is here that the so -called “Smart money“Buying or sale may be useful. Seeing that they are doing larger players in the market, they can cause new ideas for investors to consider whether they can successfully reverse the engineering department of thinking or thesis that stands behind these steps of institutional investors.

This means that it is part of their portfolio and an understanding of what can stimulate performance and risk.

Introducing the idea into an individual process, investors can better understand what can lead to profit, and what can bring losses, and not rely on someone else’s homework.

Today’s homework can be taken from Katie Woodhow she recently decided to buy a significant share in stocks Taiwan semiconductor production NYSE: TSMAnd for this there should be a good reason.

The critical role in the supply chain of chips justifies the strategic rate of Katie Wood

Before investors will understand why the Katie Wood Foundation decided to buy Position in Taiwan semiconductorThey should understand the role of the company in modern market events. With recent volatility around the technological sector caused by President Trump Trading tariffsSeveral things should be considered.

Some enterprises detained new orders for equipment and products leaving China, which will probably slow down the demand for chips and semiconductors, which exists in a large share of imports today.

However, an agreement was reached between the United States and China, imposing 90-day pause for tariffs focused on cleaning the path for semiconductors as a priorityField

This can make things move in the right direction for a large company, such as the Taiwanese semiconductor, freeing part of the uncertainty and pressure from future financial indicators. Nevertheless, another factor that should be taken into account here is that this company is important for the majority (if not all) the chip supply chains.

Most investors would focus on a name like Nvidia Co. NASDAQ: NVDA As one of the most popular in this group, given that in recent months and years it attracted the greatest price action. Nevertheless, some will not be able to understand that there will be no NVIDIA without technologies and equipment that the Taiwanese semiconductor produces.

This is not only true for NVIDIA; many other names in The space of consumer electronics Thus, they indirectly rely on the Taiwanese semiconductor.

At the same time, Katie Wood and her team may have considered this positioning when opening their new position.

Institutional confidence, short seller retrieve fuel for fuel for bullflow for Taiwan semiconductor

How Tariff uncertainty Most likely, in the coming months and quarters, investors can confidently assume that the Taiwanese semiconductor will begin to see the same level of new orders and reservations as usually in a typical environment.

Seeing trading shares of 85% of it 52-week maximumAnd the provision of a monthly rally in the amount of up to 29.6%, the consensus can be evaluated in several of the best quarters in the future, justifying the decision to buy in recent days, but optimism seems to be a little deeper than it.

Short sellers Now understand that the Taiwanese semiconductor Risk factor for remuneration It looks too focused upstairs, especially with the place to flirt with the new 52-week maximums. For this reason, and given the fundamental setting of the industry today, investors can see that up to 15.5% of the company A short percentage has decreased Over the last month.

Certificate that the bears are leaving as a sign of surrender, today’s buyers of the Taiwanese semiconductor reserve can still see more A simple path Ahead Higher pricesThe field when scanning for a more recent institutional purchase, investors can begin to conclude that it undoubtedly helps Bull Corps in PromotionsField

As of May 2025 Alliancesbertein He also created a share worth up to 1.5 billion dollars. USA after recent growth 31.5%, which gives a signal further Institutional confidence It goes deeper than just the Katie Wood Foundation. This is another large pillar of power for new investors who are still on the fence to consider.

Before considering the Taiwanese production of semiconductors, you will want to hear this.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before a wider market is conquered … and the Taiwanese semiconductor production was not on the list.

While Taiwan Semiconductor Manuapacturn is currently a moderate purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

View five shares here

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