Hi Tigers 🐯, Welcome to “What the Tigers say.” 👋 Semi Super Week has now delivered its verdict. ASML set the stage on April 15 with a solid but cautious Q1 print that left some investors worried the AI capex wave was softening. This morning, TSMC answered emphatically — reframing the debate from "is the cycle cooling?" to "how long can this run?" Before TSMC stepped up to the plate this morning, the community was already doing the heavy lifting on what ASML's "cautious optimism" meant for the rest of the semi complex. Let's rewind to the three sharpest takes from LanceLjx, nerdbull1669 and xc__: 1.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC just delivered a monster Q1 2026 beat that has the entire semiconductor food chain buzzing, with net profit surging 58% year-over-year to TWD 572.5 billion and revenue climbing 35% to TWD 1.134 trillion — smashing expectations across the board and pushing gross margin to a stellar 66.2%. 😤 The HPC segment, the crown jewel of AI infrastructure, now accounts for over 60% of total revenue, while advanced nodes (3nm and 5nm) make up a record 74% of wafer revenue, proving that hyperscaler demand for cutting-edge capacity remains insatiable. Shares are up roughly 2% in after-hours trading as investors digest the strongest validation yet that AI capex is not only intact but accelerating. This performance sets

TSM , good earnings report . Bearish sentiment continues. Hold or sell?

$One and one Green(YDDL)$ a Philippines-based recycler holding a government-issued license in the Philippines to import and process hazardous waste as raw materials, recently announced selected preliminary unaudited financial results for the full fiscal year ended December 31, 2025. The Company expects revenue for fiscal year 2025 to be in the range of $64.5 million to $65.8 million, reflecting year-over-year growth of approximately 22% to 24%. Net income is expected to be in the range of $10.8 million to $11.8 million, an increase of approximately 80% to 85% compared to the prior year. If achieved, these results would represent the Company’s strongest annual performance on record. The Company has experienced consistent revenue growth over the pas

This is a high-quality beat, not just a headline beat. The mix shift tells the real story. On TSMC: 66%+ gross margin signals pricing power, not just volume 74% advanced-node mix confirms tight leading-edge supply > 60% HPC contribution shows AI is now the core driver, not cyclical demand Has TSMC set the tone? Yes, but with a nuance. It confirms AI demand at the supply-chain core is intact. This strengthens the case for: GPU leaders (compute demand) Memory (HBM bottlenecks) Foundry capacity (TSMC as choke point) It does not automatically validate downstream demand across all tech. The risk is still digestion at hyperscaler or enterprise level later. Would I bet on TSMC here? Bull case: Structural AI cycle + capacity scarcity → sustained high margins → further re-rating Risk: You are bu

ASML Beat the Quarter, but the Hard Part Comes Next $ASML Holding NV(ASML)$   delivered the kind of print bulls wanted on the surface: a clean first quarter, a higher 2026 sales outlook, and management commentary that AI-related demand is getting stronger.  The more important read, though, is underneath the headline. Revenue guidance moved higher, but the gross margin range did not. That means the quarter strengthens the demand story, while leaving the harder debate unchanged, can $ASML Holding (ASML.US)$ turn stronger demand into a cleaner second half with solid profitability.  What the quarter actually showed The quarter itself was solid. Net sales were €8.767 billion, gross margin was 53.0%, an

This is a nuanced setup. A simple “buy the dip” answer would be too blunt. 1. What ASML is really signalling ASML Holding is showing a sharp demand rotation, not outright weakness: Memory jump (30% → 51%) aligns with AI-driven HBM/NAND capex Logic decline reflects timing and lumpiness, not structural collapse The soft Q2 outlook matters because ASML sits upstream. When they guide cautiously, it usually reflects: Order timing delays Export control friction (especially China exposure) Visibility gaps, not necessarily demand destruction 2. “Drop then rebound” pattern That pattern exists, but it works best when: Weakness is clearly temporary End-demand remains intact Right now, the memory surge actually supports the AI thesis, but export controls introduce a real overhang. This is not a clean

The semiconductor world is on fire this week with $Taiwan Semiconductor Manufacturing(TSM)$ and $ASML Holding NV(ASML)$ both reporting in what traders are calling “Semi Super Week,” and the stakes couldn’t be higher. TSMC is expected to smash records on Thursday with Q1 revenue topping TWD 1.13 trillion (roughly $35.6 billion) for the first time ever and net profit surging 50% year-over-year to TWD 542.6 billion (about $17.1 billion) — marking its ninth straight quarter of profit growth on the back of explosive AI demand. Meanwhile, ASML reports earlier today, and the latest supply-chain intel shows Samsung Electronics dropping a massive $4 billion order for around 20 EUV lithography machines for its Pyeon