AI + live data · analyst records & stock signals

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Connect your AI client via MCP

Endpoint (paste into an MCP client — anonymous, free, no key)

https://mcp.koalcheck.com/mcp

Or copy this and send it to your AI to set it up:

Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

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← @unclestocknotes

$TSM

BULLISH2026-10-23

Price around the call

↑ 2026-10-23

By horizonMaturing · ~21 trading days to go

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Original post

Unclestocknotes · 2026-10-23

台積電 TSMC $TSM 2026 年第三季財報分析台積電這一季的成績單：營收 467 億美元，年增 41%；營業利益率 58.7%，連公司自己訂的指引上緣都超過；第四季財測更是比市場預期高出六個百分點。我認為這一季最被低估：台積電的晶圓出貨一年只多了不到一成，每片晶圓帶來的營收卻多了將近三成。它的成長不是靠多賣，而是靠賣得更貴。再加上魏哲家在法說會上說，他沒辦法回答明年供需缺口會變大還是變小，因為客戶還在加單。這已經不是一家景氣循環公司的語言，而是一家握有定價權的公司在說話。可惜市場顯然沒買單。財報後股價先漲後跌，10 月 22 日更被半導體板塊的單日重挫打回 412 美元。這篇我會拆解財報裡的數字，講清楚法說會透露了什麼、哪些問題沒有答案，以及在對應明年盈餘不到 20 倍的現在，我會怎麼布局。 https://t.co/wVeCnoOBQM