TSMC just blew past earnings e-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time.

My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits.

What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's valuation with peers like ASML to see if the AI premium is fully priced in.

Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move.

Your angle: Are you looking at TSMC for long‑term AI exposure, or are you focusing on short‑term trading around the earnings spike?

ASML Surges On AI Orders: 2026 Growth Locked In?

ASML delivered a blowout Q4, reinforcing confidence that 2026 will be another growth year, according to its CEO. Q4 net sales hit a record €9.7B, including revenue from two High-NA EUV systems, while orders surged to €13.2B, nearly double consensus. EUV orders alone reached €7.4B, lifting backlog to €38.8B as AI-driven data center spending accelerates from customers like Microsoft and Meta Platforms. Shares jumped up to 10% in after-hours trading. Is ASML entering a multi-year AI capex supercycle? After the sharp rally, do you chase ASML’s momentum—or wait for a pullback?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Bodoh
01-15
Bodoh
Another 10% upside and it is already peak

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Q4 net sales hit a record €9.7B, including revenue from two High-NA EUV systems, while orders surged to €13.2B, nearly double consensus. EUV orders alone reached €7.4B, lifting backlog to €38.8B as AI-driven data center spending accelerates from customers like Microsoft and Meta Platforms. Shares jumped up to 10% in after-hours trading. Is ASML entering a multi-year AI capex supercycle? After the sharp rally, do you chase ASML’s momentum—or wait for a pullback?","image":"https://community-static.tradeup.com/news/595dd547b9d5417d3b3946cd96751693"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time.</p>\n<p>My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits.</p>\n<p>What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's&nbsp;valuation with peers like ASML to see if the AI premium is fully priced in.</p>\n<p><br></p>\n<p>Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move.</p>\n<p>Your angle: Are you looking at TSMC for long‑term AI exposure, or are you focusing on short‑term trading around the earnings spike?</p></body></html>","htmlText":"<html><head></head><body><p>TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time.</p>\n<p>My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits.</p>\n<p>What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's&nbsp;valuation with peers like ASML to see if the AI premium is fully priced in.</p>\n<p><br></p>\n<p>Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move.</p>\n<p>Your angle: Are you looking at TSMC for long‑term AI exposure, or are you focusing on short‑term trading around the earnings spike?</p></body></html>","text":"TSMC just blew past earnings expectations, shooting its net profit up 35% YoY to T$505.7B and revenue climbing 20.5% YoY to T$1.05T. In USD terms, revenue hit $33.7B, a 25.5% YoY jump, all driven by solid AI demand. EPS landed at T$19.50, showing TSMC is riding the AI wave big time. My take: The AI boom is clearly fueling TSMC's growth, and the market's reaction—TSM spiking 3% overnight—shows investors are bullish on its AI exposure. The key question is whether this AI momentum can stay strong into 2026 and if the stock still has room to run given the accelerating margins and profits. What to watch: Keep an eye on TSMC's upcoming capex plans and AI‑chip demand forecasts, as they'll dictate whether the earnings surge is sustainable or just a short‑term spike. Also, compare TSMC's valuation with peers like ASML to see if the AI premium is fully priced in. Bottom line: TSMC's earnings beat confirms it’s a core beneficiary of the global AI buildout. If AI demand stays hot, the stock could keep climbing, but valuation and competition will shape the next move. Your angle: Are you looking at TSMC for long‑term AI exposure, or are you focusing on short‑term trading around the earnings spike?","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/521942084661360","repostId":0,"isVote":1,"tweetType":1,"viewCount":1094,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":997,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":522016997376984,"commentId":"522016997376984","gmtCreate":1768480689895,"gmtModify":1768480697387,"authorId":3559859558754319,"author":{"id":3559859558754319,"idStr":"3559859558754319","authorId":3559859558754319,"name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":521942084661360,"objectIdStr":"521942084661360","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Another 10% upside and it is already peak","text":"Another 10% upside and it is already peak","html":"Another 10% upside and it is already peak","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/521942084661360"}