Billionaire investor Stanley Druckenmiller is quietly scaling back his TSMC stake—nearly 9% last quarter after a similar move before—sparking market intrigue despite Wall Street’s bullish outlook. Analysts predict 28% upside on average, with one firm eyeing a 50% surge, while DBS Bank sees TSMC as fairly valued. Druckenmiller’s repeated buy-and-sell cycles since 2021 hint at profit-taking, but his actions remain a key signal for investors watching the semiconductor giant’s next move.

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