Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) didn’t just beat earnings — it forced a rethink on investor positioning. The stock surged to fresh all-time highs after a blowout quarter, but the more interesting story sits beneath the headline numbers: how much wealth this AI rally just locked in for the market’s biggest long-term holders.
Track TSM stock here.
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Over the past year, TSM has climbed roughly 68%, rising from around $207 in mid-January 2025 to above $347 in premarket trading following its …

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