What did Adam Khoo say about $TSM? — the claim, the clip, the other side

$TSMBull claim

Adam KhooANALYSTJul 31, 2026

The claim

“TSMC's 40% revenue guidance raise shows AI compute demand is still exploding, supporting continued AI boom.”

Why he says it — point by point

FAVORABLE & AGAINST · BOTH KEPT

TSMC, Taiwan Semiconductor Manufacturing, they raised their guidance by 40%, their revenue guidance

support · 40%

Direction

Bullish

Catalyst

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Target

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“TSMC's 40% revenue guidance raise shows AI compute demand is still exploding, supporting continued AI boom.”

From "AI Bubble Burst. Is it Finally Over?"

Publish-day price $$404.52 · the claim is anchored to the moment it was said.