TSMC Crushes Earnings — Market-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TSMC Crushes Earnings — Market Still Selling Semis

$Taiwan Semiconductor Manufacturing(TSM)$ just delivered another blockbuster AI quarter… and the chip stocks are still getting crushed.

The world’s top chip foundry reported record Q3 profit of ~$23.6 billion, up nearly 69% year-over-year, with revenue surging ~51%. It beat expectations and guided for strong Q4 growth, saying demand for leading-edge AI chips has “no ceiling.”

Yet the broader semiconductor complex remains under pressure. The Philadelphia Semiconductor Index has been sliding for days, Asia’s chip-heavy markets (especially South Korea) are getting hammered, and US tech futures are lower again. Investors are more focused on higher borrowing costs and questions about how long the AI spending spree can last than on the strong results.

Big test for the AI narrative today.

$SOXL 20261106 85.0 PUT$

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

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It beat expectations and guided for strong Q4 growth, saying demand for leading-edge AI chips has “no ceiling.”</p>\n<p>Yet the broader semiconductor complex remains under pressure. The Philadelphia Semiconductor Index has been sliding for days, Asia’s chip-heavy markets (especially South Korea) are getting hammered, and US tech futures are lower again. Investors are more focused on higher borrowing costs and questions about how long the AI spending spree can last than on the strong results.</p>\n<p>Big test for the AI narrative today.</p>\n<p><br></p>\n<p><a href=\"https://ttm.financial/OPT/SOXL 20261106 85.0 PUT\">$SOXL 20261106 85.0 PUT$ </a>&nbsp;</p><img src=\"https://community-static.tradeup.com/news/b734ecccf861313c0106db2d5f58857e\" tg-width=\"1002\" tg-height=\"1496\"></body></html>","htmlText":"<html><head></head><body><p>TSMC Crushes Earnings — Market Still Selling Semis</p>\n<p><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>&nbsp;&nbsp;just delivered another blockbuster AI quarter… and the chip stocks are still getting crushed.</p>\n<p>The world’s top chip foundry reported record Q3 profit of ~$23.6 billion, up nearly 69% year-over-year, with revenue surging ~51%. 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