Is Taiwan Semiconductor Manufacturing Company (TSM) Among Billionaire Steve Cohen’s Top Stock Picks?

Insider Monkey01-22 06:26

We recently published a list of Billionaire Steve Cohen’s Top 15 Stock Picks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands...

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In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands...</p>\n\n<a href=\"https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-tsm-222611991.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Taiwan Semiconductor Manufacturing Company (TSM) Among Billionaire Steve Cohen’s Top Stock Picks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Taiwan Semiconductor Manufacturing Company (TSM) Among Billionaire Steve Cohen’s Top Stock Picks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-22 06:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-tsm-222611991.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of Billionaire Steve Cohen’s Top 15 Stock Picks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands...</p>\n\n<a href=\"https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-tsm-222611991.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://finance.yahoo.com/news/taiwan-semiconductor-manufacturing-company-tsm-222611991.html","article_id":"2505736374","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2505736374","pubTimestamp":1737498371,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"We recently published a list of Billionaire Steve Cohen’s Top 15 Stock Picks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited  stands against other Billionaire Steve Cohen’s top stock picks.Read more about these developments by accessing10 Best AI Data Center Stocksand10 Buzzing AI Stocks According to Goldman Sachs.For this article, we selected stocks by combing through the 13F portfolio of Point72 Asset Management at the end of the third quarter of 2024. These stocks are also popular among other hedge funds. Why are we interested in the stocks that hedge funds pile into?The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{},"translate_title":"台积电公司(TSM)是亿万富翁Steve Cohen的首选股票之一吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"03145":0.6},"content_text":"We recently published a list of Billionaire Steve Cohen’s Top 15 Stock Picks. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stands against other Billionaire Steve Cohen’s top stock picks.\nSteve Cohen is one of the most prominent and successful hedge fund managers in the world, known for his extraordinary trading acumen and ability to generate consistent returns. As the founder of Point72 Asset Management, Cohen has built a reputation as a pioneer in the hedge fund industry. He was born in 1956 into a middle-class family. His father worked in the garment industry, while his mother was a piano teacher. Cohen showed an interest in finance early on, even dabbling in poker, which honed his skills in risk-taking and probability analysis. He graduated from Wharton School of the University of Pennsylvania in 1978 with a degree in economics. Shortly after, he began his career on Wall Street as a junior trader at Gruntal & Co, where he quickly gained recognition for his ability to generate profits through equities trading.\nRead more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.\nIn 1992, Cohen founded SAC Capital Advisors with $25 million, including $10 million of his own savings. The hedge fund, named after his initials, focused on long/short equity strategies and became known for its aggressive trading style. Over the years, SAC Capital emerged as one of the most successful hedge funds in history, consistently delivering double-digit returns. At its peak, SAC Capital managed over $16 billion in assets. Cohen reportedly generated annualized returns of approximately 30% for his investors, an extraordinary achievement in the hedge fund industry. Cohen’s trading style emphasized speed, precision, and a deep understanding of market dynamics.\nIn 2014, Cohen launched Point72 Asset Management, a firm focused on managing his personal fortune and eventually reopening to external investors. Point72 has since grown into a major player in the hedge fund industry. As of the third quarter of 2024, Point72 manages over $39 billion in 13F securities. The firm employs over 1,800 people and operates across multiple global offices. Point72 combines Cohen’s expertise in active trading with investments in technology, data analysis, and artificial intelligence, positioning itself at the forefront of modern finance.\nRead more about these developments by accessing 30 Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.\nFor this article, we selected stocks by combing through the 13F portfolio of Point72 Asset Management at the end of the third quarter of 2024. These stocks are also popular among other hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n Steven Cohen of Point72 Asset Management \nTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)\nNumber of Hedge Fund Holders: 158  \nPoint72 Asset Management’s Stake: $209.6 million  \nTaiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) makes and sells integrated circuits and semiconductors. The following highlights demonstrate why the company is a compelling investment opportunity. Firstly, for the entirety of 2024, TSM saw robust growth across its key segments. Revenue from high-performance computing surged 58%, while smartphone chip sales climbed 23%. Meanwhile, internet-of-things, automotive, and digital consumer electronics revenues grew modestly, each increasing by 2% to 4%. This makes this company a strong investment candidate, leading in the market and its ability to capture growth opportunities in multiple sectors. Secondly, Taiwan Semiconductor Manufacturing (NYSE:TSM) has positioned itself at the forefront, producing advancement in the production of chips using the most advanced nodes, such as 5nm and 3nm processes.\nOverall, TSM ranks 9th on our list of Billionaire Steve Cohen’s top stock picks. While we acknowledge the potential of TSM as an investment, our conviction lies in the belief that some stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a stock that is more promising than TSM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap\nDisclosure: None. This article is originally published at Insider Monkey.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2505736374"}