just invest in s&p 500, buy when it drop or crash.. [Smile]
TSMC and ASML Report This Week — What Must AI Capex Deliver?
Two marquee semiconductor earnings this week: ASML before the U.S. open on October 14, TSMC on October 15. For ASML, the focus is new EUV order intake and visibility as a proxy for chipmakers' advanced-node confidence over 12–18 months; for TSMC, whether CoWoS capacity stays supply-constrained and the latest full-year AI demand and gross margin guidance. Bulls say neither has signaled cooling; bears say Monday's semiconductor ETF selloff reflects pre-earnings de-risking that limits upside unless results genuinely surprise. ASML or TSMC — whose guidance matters more?
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