LIWEI_TW Capital(@LIWEI_TWCapital):TW silicon photonics names are unstoppable! 🥳 Based on $TSM’s current guidance, 2027 EPS is estimated at around NT$200. At 20–25x P/E, that’s NT$4,000–5,000/share, or roughly US$3.24–4.05tn market cap. Assuming Xi doesn’t invade us first 😂 Can you imagine how much liquidity could get sucked into the Taiwan stock market if $TSM actually trades there? US$4tn would put TSM alone close to the size of the entire UK stock market today. And TW photonics micro caps can easily 5

2026.09.01 04:03

TW silicon photonics names are unstoppable! 🥳 Based on $TSM’s current guidance, 2027 EPS is estimated at around NT$200. At 20–25x P/E, that’s NT$4,000–5,000/share, or roughly US$3.24–4.05tn market cap. Assuming Xi doesn’t invade us first 😂 Can you imagine how much liquidity could get sucked into the Taiwan stock market if $TSM actually trades there? US$4tn would put TSM alone close to the size of the entire UK stock market today. And TW photonics micro caps can easily 5–10x riding this wave, I think.