Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

Loading…

Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Bruce Lu (Goldman Sachs) — Tellvest

Analysts/Bruce Lu

Bruce Lu

Goldman Sachs

Technology

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q1 '26Q2 '26

Focus Areas6 topics

Capex Investment2Revenue Growth2Capital Allocation1Margin1Pricing1Cloud & AI1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

TSMTaiwan Semiconductor Manufacturing Company Limited25% challenging2 quarters

2026 Q2

2 nm family capacity growth will be growing at around 70% CAGR from 2026 to 2028

Capex InvestmentRevenue GrowthView in transcript →

maybe you should consider breaking it out as a separate CapEx item going forward?

Capex InvestmentCapital AllocationView in transcript →

2026 Q1

do you believe the current profitability fully reflects TSMC's value?

ChallengingMarginPricingView in transcript →

Do we see the changes for the AI accelerated revenue growth in the coming years?

Cloud & AIRevenue GrowthView in transcript →