Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull. ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy
@ToughCoyote:$Apple(AAPL)$ The industry may have known about the rumors of stopping car production for a long time, so I am not particularly surprised by this. Let alone cars, Apple has been hesitant on Carplay for many years. Its implementation plan has no advantage over Hongmeng or even Meizu, and 2.0 is a niche within a niche. They are not good at in-depth software integration on hardware platforms that do not belong to them. Looking back now, maybe they never thought about doing it well from the beginning to the end. It is difficult to call car-machine OS a good business in the current domestic market. The only way to make money is through content payment and scene expansion. No car company is researching a system that can be
$Apple(AAPL)$ BullishBullishBullishBullishBullish Will apple continue the strong showing in view of recession. Anyone have any thoughts. Do share your view. Worring and yet exciting time ahead.