H&H International Boosts Taiwan Semiconductor Stake by 964,400 Shares

H&H International Investment, LLC, managed by Miltos Bossinis, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limited ((TSM)). The hedge fund increased its position by 964,400 shares.

Recent Updates on Taiwan Semiconductor Manufacturing Company Limited stock

TSMC shares recently traded around $362–$375, slightly off intraday near $365, after surging 80%+ over the past year and roughly 7–23% YTD, with options volume heavy, IV near 44, and calls outpacing puts, implying sizable daily swings. Momentum is underpinned by a 36.8% YoY January revenue jump and AI‑driven capex plans up to US$75B, while Wall Street maintains a Strong Buy view with ~$397–$410 average targets and D.A. Davidson initiating at Buy with a $450 target, even as hedge‑fund activity is mixed and valuation looks rich.

Spark’s Take on TSM Stock

According to Spark, TipRanks’ AI Analyst, TSM is a Outperform.

The score is driven primarily by excellent financial performance (elite margins, improving growth momentum, strong balance sheet) and a constructive earnings outlook with strong AI-led guidance. These positives are moderated by an extended technical setup (overbought signals) and a relatively rich valuation (P/E ~32 with low dividend yield), plus execution and margin-dilution risks tied to elevated CapEx and global/advanced-node ramp-ups.

To see Spark’s full report on TSM stock, click here.

More about Taiwan Semiconductor Manufacturing Company Limited

YTD Price Performance: 19.85%

Average Trading Volume: 13,066,087

Current Market Cap: $1581.6B