TSM: news flow leaning bullish · No. 287Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADRBATS:TSMPulseVane TSM did not get one story today, it got several, and they do not all point the same way. Weighed against each other — new against old, and tracking which ones have already faded: ++ AI Data Center Interconnect Market Expands as Distributed - GlobeNewswire ++ LG Electronics, LG Energy Solution join Nvidia AI data center push - The Korea Herald (fading) − Alibaba’s Zhenwu V900 chip and what it means for China’s foundry ecosystem 15 stories were weighed in this window; the 3 carrying the most weight are listed. Net read: +++ leaning bullish — top of our scale. What this is: a measure of which way the *news* is leaning right now — not a promise about price. A read being right and a read still being worth taking are two different things: once price has travelled a long way from where the read was published, it is stretched, and a lean that is stretched is a no-chase rather than an invitation. Weight is not fixed either. A fresh headline lands, the balance tips, and the net read can flip inside an hour — that shift is the part worth watching, not the first print. I will post an update under this idea once the market has had time to speak, either way. (Informational only — not financial advice, not a signal.)