$Taiwan Semiconductor Manufacturing(TSM)$
My prediction for the quarterly report on the 18th...
1. sales revenue increase+20% for quarter
2. net income +35%
3. profit margin improvement to 45%
4. guidance of increasing sales to +30% for the next 6 quarters due to the increasing 1 year back log...
I think it'll be a blockbuster quarter report that announces a new 2 year cycle for demand in semiconductors thru 2025 because of the high demand by companies adopting AI onto their platforms. I literally mean 2/3 of the fortune 500 companies embarking on this new path...
short term target $175 on the report and guidance.
long term target $375-$450 target in 1 year's time.
Comments