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2025-04-18

Market Meltdown: Biotech Boom Amid April 2025 Volatility

$SPDR S&P Biotech ETF ( $Spdr S&P Biotech Etf(XBI)$ )$ $Pfizer ( $Pfizer(PFE)$ )$ $S&P 500(. $S&P 500(.SPX)$ )$ $Dow Jones Industrial Average(. $Dow Jones(.DJI)$ )$As of April 18, 2025, the U.S. stock market is reeling from a volatile week, with the S&P 500 shedding 2.8% on April 17 and the Dow Jones Industrial Average dropping 1,200 points in a single session. Fears of escalating trade tensions and a hawkish Federal Reserve have sparked widespread selling. Yet, amid the chaos, biotech stocks are staging an unexpected rally, driven by breakthrough drug approvals and M&A chatter. Is this a sector to
Market Meltdown: Biotech Boom Amid April 2025 Volatility
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2025-02-01

๐Ÿš— Electric Vehicles: Revolutionizing the Automotive Industry and Stock Market

What: The electric vehicle (EV) industry is experiencing a rapid transformation as global demand for sustainable transportation increases. With governments pushing for cleaner energy solutions and consumers becoming more environmentally conscious, EV adoption is gaining momentum. This shift is reshaping the automotive sector and influencing stock market trends. Why: The transition to electric vehicles is driven by several factors: Environmental impact: Reducing carbon emissions is a primary motivation, with EVs offering a cleaner alternative to traditional internal combustion engine vehicles. Government policies: Many countries are introducing policies and incentives to support EV adoption, such as subsidies and carbon tax benefits. Technological advancements: Battery technology and chargi
๐Ÿš— Electric Vehicles: Revolutionizing the Automotive Industry and Stock Market
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2025-01-16

๐Ÿ“ŠWill Appleโ€™s ๐ŸŽ $2 Trillion Market Cap Hold Amid China Challenges๐Ÿ†?

Appleโ€™s Growing China Dilemma Appleโ€™s( $Apple(AAPL)$ ) market cap, currently sitting above $2 trillion, is being tested as geopolitical tensions and regulatory crackdowns in China intensify. Reports reveal slowing iPhone 15 sales in China, Appleโ€™s second-largest market, as local competitors like Huawei gain ground. Simultaneously, Chinese regulators are rumored to be pushing state-owned enterprises to replace foreign tech, including Apple products, with local alternatives. Despite this, Apple has maintained robust growth, and analysts remain divided: Will Apple sustain its $2 trillion valuation, or is a significant correction imminent? Key Metrics: Appleโ€™s China Exposure Bull vs. Bear Case for Apple Amid Challenges Bullish Case Appleโ€™s ecosystem
๐Ÿ“ŠWill Appleโ€™s ๐ŸŽ $2 Trillion Market Cap Hold Amid China Challenges๐Ÿ†?
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2024-12-28

๐Ÿ“‰ Pullback Starting: Can S&P Hold 6000 Points This Year?

๐Ÿ“ˆ Market Snapshot: The S&P 500( $.SPX(.SPX)$ ) started pulling back in early trading on Friday after a stellar rally in recent weeks. Investors are now asking: Will the index hold 6,000 points or higher in 2024? Is it time to take profits, or is this a buying opportunity? Could the market hit a new all-time high by the end of the year? The S&P 500 has been on a bullish run in Q4 2024, buoyed by positive earnings reports and optimism over AI and tech innovation. However, rising interest rates and uncertainty about 2025 growth projections are introducing volatility. ๐Ÿ“Š Key Data Points: ๐Ÿ’ก Whatโ€™s Driving the Pullback? Profit-Taking: Many investors are locking in profits after significant gains in mega-cap tech stocks. Economic Concerns: The mar
๐Ÿ“‰ Pullback Starting: Can S&P Hold 6000 Points This Year?
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04-20 15:55

Tesla Blasts Past $400: FSD 10B Miles & AI5 Chip Set to Confirm Turnaround or Spark Fresh Doubt? ๐Ÿ˜ฑ๐Ÿš€

$Tesla Motors(TSLA)$ Tesla has just powered through the $400 barrier with strong momentum, setting the stage for its upcoming earnings report where three key catalysts will decide if this breakout is sustainable or another false start. ๐Ÿ˜ค Morgan Stanley is highlighting the milestone of cumulative Full Self-Driving miles surpassing 10 billion, marking a critical data flywheel inflection that could accelerate autonomy progress and unlock new revenue streams. The Robotaxi commercialization timeline remains the central valuation debate, with investors watching for concrete updates on regulatory approvals and deployment scale. Adding fresh fuel is the newly unveiled AI5 chip, which could significantly boost in-house compute efficiency for both vehicles
Tesla Blasts Past $400: FSD 10B Miles & AI5 Chip Set to Confirm Turnaround or Spark Fresh Doubt? ๐Ÿ˜ฑ๐Ÿš€
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04-20 15:52

Netflix Crashes 10% on Ad Growth Miss: $97 Dip a Streaming Steal or Overvalued Trap at $100? ๐Ÿ˜ฑ๐Ÿ“‰

$Netflix(NFLX)$ Netflix tumbled 9.72% to $97.31 after earnings revealed ad-supported subscriber net additions fell well below market expectations, reigniting fierce concerns over intensifying streaming competition and a dual margin squeeze from declining ARPU and elevated content costs. ๐Ÿ˜ค This sharp selloff has pushed the stock back toward the $100 psychological level, raising the question whether itโ€™s a buyable dip for long-term believers or a warning sign that valuations remain stretched despite the companyโ€™s dominant position. Morgan Stanley maintained its Overweight rating, calling the reaction a short-term distraction from the long-term compounding story driven by AI-enhanced ad targeting and global subscriber growth. With the broader streami
Netflix Crashes 10% on Ad Growth Miss: $97 Dip a Streaming Steal or Overvalued Trap at $100? ๐Ÿ˜ฑ๐Ÿ“‰
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04-20 15:34

Hormuz Shipping Hits Absolute Zero: Full Blockade Nightmare โ€“ Oil $120+ or Gold Safe-Haven Rocket Loading? ๐Ÿ˜ฑ๐Ÿ›ข๏ธ

Shipping in the Strait of Hormuz has completely stopped, with traffic at zero according to Bloomberg vessel tracking data โ€” a dramatic escalation that has effectively shut down one of the worldโ€™s most critical energy chokepoints. ๐Ÿ˜ค This full blockade, following Iranโ€™s refusal of talks and the US-led โ€œOperation Economic Fury,โ€ is now choking off roughly 20% of global oil and LNG flows, with tanker traffic frozen and insurance markets in chaos. The chart shows the sharp collapse in visible commercial ship transits, dropping from dozens per day to absolute zero in recent sessions, confirming the severity of the disruption. Markets are already reacting with oil futures spiking and safe-haven flows pouring into gold, but the big question is whether this zero-traffic reality pushes crude toward
Hormuz Shipping Hits Absolute Zero: Full Blockade Nightmare โ€“ Oil $120+ or Gold Safe-Haven Rocket Loading? ๐Ÿ˜ฑ๐Ÿ›ข๏ธ
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04-20 14:45

๐Ÿ’ฐNext Week's Earnings Fireworks: Mega-Cap Tech, Industrials & Defense Set to Shake Markets โ€“ Who's Ready for the Volatility Ride? ๐Ÿ˜ฑ๐Ÿ“ˆ

The week of April 20โ€“24, 2026, is stacked with high-impact earnings and events that could swing the S&P 500 toward fresh highs or trigger sharp rotations as investors digest the latest corporate signals amid lingering geopolitical and tariff uncertainty. ๐Ÿ˜ค Cleveland-Cliffs, Steel Dynamics, and Alaska Air kick things off on Monday, setting the tone for industrials and materials. Tuesday brings 3M, RTX, and UnitedHealth, plus a Senate Banking Committee appearance by Kevin Warsh that could move rate expectations. Wednesday is the heavyweight day with Tesla, IBM, Boeing, ServiceNow, and Texas Instruments โ€” a mix of EV/AI, cloud, and hardware names that will test AI spending resilience. Thursday features Intel, American Express, Lockheed Martin, Freeport-McMoRan, and American Express again
๐Ÿ’ฐNext Week's Earnings Fireworks: Mega-Cap Tech, Industrials & Defense Set to Shake Markets โ€“ Who's Ready for the Volatility Ride? ๐Ÿ˜ฑ๐Ÿ“ˆ
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04-19 23:21

US-Iran Talks Collapse in Pakistan: Naval Blockade Standoff Pushes Oil & Gold into Fresh Crisis Mode? ๐Ÿ˜ฑ๐Ÿ›ข๏ธ

Iran has slammed the door on immediate negotiations, with Tasnim agency reporting no plans to send a team to meet the US in Pakistan as long as the American naval blockade remains in place. ๐Ÿ˜ค This comes just hours after Trump announced the planned meeting, turning what was hoped to be a diplomatic off-ramp into a sharper escalation that keeps the Strait of Hormuz under heavy pressure and global oil flows at risk. The standoff is now a direct test of wills โ€” Trumpโ€™s โ€œexecution strategyโ€ versus Iranโ€™s refusal to negotiate under duress โ€” and markets are already feeling the heat as the risk premium on energy and safe-haven assets spikes again. With the blockade still active, supply disruption fears are back in focus, potentially adding 7-11 million barrels per day of lost flows if tanker traff
US-Iran Talks Collapse in Pakistan: Naval Blockade Standoff Pushes Oil & Gold into Fresh Crisis Mode? ๐Ÿ˜ฑ๐Ÿ›ข๏ธ
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04-19 10:35

US-Iran Standoff Explodes: Operation Economic Fury Tanker Seizures Ignite Oil $120 Nightmare or Gold Safe-Haven Rocket? ๐Ÿ˜ฑ๐Ÿ›ข๏ธ

The US-Iran confrontation just escalated sharply after Iran refused another round of talks, citing Trump's Strait of Hormuz blockade and what it calls "unreasonable demands." ๐Ÿ˜ค In response, the US is preparing to board and seize Iran-linked oil tankers in international waters under "Operation Economic Fury," a direct pressure campaign aimed at forcing Iran to reopen the Strait and make nuclear concessions. This move targets the heart of global oil flows, with the Strait handling roughly 20% of the worldโ€™s crude โ€” a blockade or sustained disruption could immediately tighten supply by 7-11 million barrels per day and send prices spiraling. Markets are already reacting with oil futures jumping and safe-haven flows pouring into gold, but the big question is whether this operation triggers a pr
US-Iran Standoff Explodes: Operation Economic Fury Tanker Seizures Ignite Oil $120 Nightmare or Gold Safe-Haven Rocket? ๐Ÿ˜ฑ๐Ÿ›ข๏ธ
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04-18

๐Ÿ’ฐMoney Market Record Outflow Ignites Global Equity Inflows: Risk-On Rally Just Getting Started or Liquidity Trap Ahead? ๐Ÿ˜ฑ๐Ÿ“ˆ

Global equity funds saw inflows increase last week while money market funds experienced a record weekly outflow, according to LSEG data โ€” a clear signal of rising risk-on sentiment as investors rotate out of ultra-safe cash into equities. ๐Ÿ˜ค The chart highlights the sharp contrast: equity bars turning consistently positive while money market outflows reached extreme levels, especially in the most recent week. This rotation suggests investors are growing more comfortable taking on risk after a period of caution, with capital flowing back into stocks amid improving macro signals and AI momentum. However, such extreme shifts from money market to equity can also signal over-optimism if underlying fundamentals donโ€™t support the move. Emerging markets are feeling the ripple, with Asiaโ€™s equity in
๐Ÿ’ฐMoney Market Record Outflow Ignites Global Equity Inflows: Risk-On Rally Just Getting Started or Liquidity Trap Ahead? ๐Ÿ˜ฑ๐Ÿ“ˆ
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04-18

AMD's Epic 12-Day Win Streak Hits 42% โ€” $300 Meme Turns Real or Peak Hype Trap? ๐Ÿ˜ฑ๐Ÿš€

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ AMD has just delivered one of the most explosive runs in recent memory, surging a staggering 42% over a 12-session winning streak โ€” its longest consecutive rally since 2005 according to Dow Jones Market Data. ๐Ÿ˜ค This relentless climb has pushed shares firmly into the $300 zone, turning the viral "$300 AMD" meme from meme status into a tangible milestone that value investors are now seriously debating. TrendForce's latest projection adds even more fuel, forecasting the CPU-to-GPU ratio in AI servers will narrow sharply from the current 1:8 imbalance to a much more balanced 1:1 as inference workloads explode and AMD's MI300 series gains traction. This structural de
AMD's Epic 12-Day Win Streak Hits 42% โ€” $300 Meme Turns Real or Peak Hype Trap? ๐Ÿ˜ฑ๐Ÿš€
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04-18

Oracle Rockets 5% on AWS Mega-Deal: $200 Breakout Loading or Hype Hangover? ๐Ÿ˜ฑโ˜๏ธ

$Oracle(ORCL)$ Oracle just powered up 5.02% today after announcing a major expanded multi-cloud partnership with AWS, creating enterprise-grade private connectivity between OCI and AWS interconnect products that lets customers run applications and transfer data seamlessly across clouds without building physical networks. ๐Ÿ˜ค This deal deepens collaboration in AI database services, giving enterprises a smoother path to hybrid AI workloads where Oracleโ€™s autonomous database strengths meet AWSโ€™s scale. The move is a clear win for Oracleโ€™s cloud strategy, positioning it as a flexible AI infrastructure player rather than a single-cloud specialist. With shares reclaiming lost ground and $200 now firmly in sight as the next psychological resistance, the bi
Oracle Rockets 5% on AWS Mega-Deal: $200 Breakout Loading or Hype Hangover? ๐Ÿ˜ฑโ˜๏ธ
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04-18

Rocket Lab Blasts 12.68% Higher on Space Force Win โ€” Neutron Momentum Ignites Sector's Next Breakout Star? ๐Ÿ˜ฑ๐Ÿš€

$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab just delivered a powerful 12.68% surge after landing a fresh U.S. Space Force launch contract and confirming that its Neutron rocket development is tracking ahead of schedule, triggering a classic short squeeze with intraday turnover hitting a one-month high. ๐Ÿ˜ค This small-cap rocket play is quickly becoming one of the sector's hottest names, with the dual catalyst validating both near-term revenue visibility and long-term reusable launch ambitions. The Space Force deal adds immediate backlog strength, while the accelerated Neutron timeline positions Rocket Lab to capture a bigger slice of the growing medium-lift market as demand for dedicated rideshares and constellation deployments accelerates. After a simi
Rocket Lab Blasts 12.68% Higher on Space Force Win โ€” Neutron Momentum Ignites Sector's Next Breakout Star? ๐Ÿ˜ฑ๐Ÿš€
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04-18

Alibaba Explodes 4% on "Happy Oyster" 3D World Model Launch: China AI King Ready to Dominate Gaming & Entertainment? ๐Ÿ˜ฑ๐Ÿš€

$Alibaba(BABA)$ Alibaba surged 3.98% today after unveiling its groundbreaking 3D world model "Happy Oyster" on April 16, marking a major leap in its AI product suite with a direct push into gaming, entertainment, and interactive content production. ๐Ÿ˜ค Developed by the ATH Innovation division, the model uses a native multimodal architecture that supports real-time interactive AI digital world creation โ€” a clear evolution from passive generation tools to active, dynamic simulation environments that can build entire virtual worlds on the fly. This launch reinforces Alibabaโ€™s aggressive AI expansion strategy and positions it as a serious contender for China AI exposure among ADRs, with $145 now emerging as a potential new support floor after the breako
Alibaba Explodes 4% on "Happy Oyster" 3D World Model Launch: China AI King Ready to Dominate Gaming & Entertainment? ๐Ÿ˜ฑ๐Ÿš€
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04-16

Palantir's 14% Four-Day Rebound: Burry's Bear Thesis Shattered or $150 Breakout Loading? ๐Ÿ˜ฑ๐Ÿ“ˆ

$Palantir Technologies Inc.(PLTR)$ Palantir just powered through a scorching four-session rally, advancing 4.75% today to close at $142.15 and stacking up more than 14% in gains since the $123.77 low held firm as rock-solid support. ๐Ÿ˜ค The decisive clearance of the $140 resistance zone has flipped the technical picture bullish, restoring momentum dominance and signaling that sellers are losing control. Michael Burryโ€™s widely discussed thesis โ€” that Anthropicโ€™s Claude agents are โ€œeating Palantirโ€™s lunchโ€ in government AI contracts โ€” is now diverging sharply from actual price action, with the market seemingly pricing in sustained contract wins rather than competitive erosion. Q1 earnings will be the ultimate verdict: a solid government revenue beat c
Palantir's 14% Four-Day Rebound: Burry's Bear Thesis Shattered or $150 Breakout Loading? ๐Ÿ˜ฑ๐Ÿ“ˆ
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04-16

S&P 500 Smashes 7000 Barrier: Earnings Season Ready to Ignite 7100 Moonshot or Spark Sharp Reversal? ๐Ÿ˜ฑ๐Ÿ“ˆ

$S&P 500(.SPX)$ The S&P 500 just powered through the 7,000 milestone for the first time, closing at 7,022.95 while the Nasdaq Composite blasted past 24,000 to settle at 24,016 โ€” a major psychological breakout that has bulls cheering and bears sharpening their pencils. ๐Ÿ˜ค TSLAโ€™s explosive 7.6% surge, Microsoft breaking above $400, and IonQโ€™s jaw-dropping 21% quantum tech rally created powerful multi-sector confluence, echoing the sharp rebound-to-new-high pattern seen after the April 2025 dip. This record run is fueled by AI infrastructure momentum and easing geopolitical tensions, but the dense earnings calendar ahead is the ultimate stress test โ€” if bellwether results beat expectations, new highs may only be the beginning of a fresh leg hi
S&P 500 Smashes 7000 Barrier: Earnings Season Ready to Ignite 7100 Moonshot or Spark Sharp Reversal? ๐Ÿ˜ฑ๐Ÿ“ˆ
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04-16

SG Banks Earnings Season Fires Up: Goldmanโ€™s Divergence Verdict โ€“ DBS, UOB or OCBC the Real Winner? ๐Ÿ˜ฑ๐Ÿ’ฐ

$DBS(D05.SI)$ $OCBC Bank(O39.SI)$ $UOB(U11.SI)$ SG Banks earnings season is officially underway, with DBS firing the first shot on April 30, followed by UOB on May 7 and OCBC on May 8, and Goldmanโ€™s latest report delivers a clear message: overall results should be โ€œdecent enough,โ€ but the divergence among the Big Three is becoming impossible to ignore. ๐Ÿ˜ค Net interest margin pressure remains a persistent headwind across the board as rates ease, while wealth management continues to shine as the bright spot driving non-interest income. Credit costs are the biggest hidden risk, with any unexpected spike potentially derailing the otherwise stable outlook. This e
SG Banks Earnings Season Fires Up: Goldmanโ€™s Divergence Verdict โ€“ DBS, UOB or OCBC the Real Winner? ๐Ÿ˜ฑ๐Ÿ’ฐ
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04-16

IonQ Explodes 21%: Quantum-AI Convergence Just Got DARPA & Nvidia's Official Stamp of Approval? ๐Ÿ˜ฑ๐Ÿค–

$NVIDIA(NVDA)$ $IONQ Inc.(IONQ)$ IonQ just delivered a massive 20.95% surge to $43.25, catapulting the quantum computing leader into the spotlight as DARPA selected it for the HARQ quantum networking program while Nvidia simultaneously unveiled its new Ising quantum-AI model. ๐Ÿ˜ค This dual validation is a game-changer, shifting quantum from a distant "long-term concept" to a dual-endorsed technology backed by U.S. government strategic needs and Big Techโ€™s practical AI infrastructure push. Photonic interconnect technology from IonQ is now officially in the DARPA pipeline for secure, high-speed quantum networking, while Nvidiaโ€™s Ising model integration highlights how quantum systems can accelerate AI training
IonQ Explodes 21%: Quantum-AI Convergence Just Got DARPA & Nvidia's Official Stamp of Approval? ๐Ÿ˜ฑ๐Ÿค–
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04-16

SEC Drops PDT Bomb: Robinhood Explodes 10% โ€“ Day Trading Revolution Unleashed or $100 Moonshot Trap? ๐Ÿ˜ฑ๐Ÿš€

$Robinhood(HOOD)$ Robinhood just rocketed 10.41% to $87.32 after the SEC formally killed the Pattern Day Trader rule, scrapping the $25,000 minimum account balance requirement and instantly expanding HOODโ€™s addressable user base to millions of retail traders who were previously locked out. ๐Ÿ˜ค This regulatory dividend is a game-changer, removing one of the biggest barriers to active trading and opening the floodgates for smaller accounts to day trade freely. At the same time, expectations for prediction market deregulation are gaining serious traction, creating a powerful compounding policy tailwind that could turbocharge Robinhoodโ€™s product suite and user engagement. Q1 earnings on April 28 will deliver the first hard numbers on how the PDT repeal
SEC Drops PDT Bomb: Robinhood Explodes 10% โ€“ Day Trading Revolution Unleashed or $100 Moonshot Trap? ๐Ÿ˜ฑ๐Ÿš€
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04-16

TSMC Crushes Q1 with 58% Profit Explosion: AI Demand Revalidated or the Calm Before Supply Storm? ๐Ÿ˜ฑ๐Ÿš€

$Taiwan Semiconductor Manufacturing(TSM)$ 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 โ€” smashing expectations across the board and pushing gross margin to a stellar 66.2%. ๐Ÿ˜ค 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
TSMC Crushes Q1 with 58% Profit Explosion: AI Demand Revalidated or the Calm Before Supply Storm? ๐Ÿ˜ฑ๐Ÿš€
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04-15

Circle Blasts Past $100 on CLARITY Act Breakthrough: Stablecoin King Ready to Steal BTC's $80K Thunder? ๐Ÿ˜ฑ๐Ÿ’ฐ

$Circle Internet Corp.(CRCL)$ Circle Internet just delivered a scorching 12.09% surge, smashing through the $100 barrier in after-hours trading as the long-standing dispute over stablecoin yield payments under the CLARITY Act was officially resolved. ๐Ÿ˜ค Patrick Witt, Executive Director of the White House's Presidential Council of Advisers on Digital Assets, confirmed to CoinDesk that remaining obstacles are being progressively cleared, unlocking a clearer regulatory runway for yield-bearing stablecoins like USDC. This breakthrough positions Circle as a new focal point in crypto infrastructure, with USDC circulation already at $50 billion and growing fast on the back of DeFi integrations and institutional adoption. Meanwhile, Bitcoin reclaimed $74,0
Circle Blasts Past $100 on CLARITY Act Breakthrough: Stablecoin King Ready to Steal BTC's $80K Thunder? ๐Ÿ˜ฑ๐Ÿ’ฐ
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04-15

Microsoft Roars Back to $384: Claude in Office Ignites AI Productivity Gold Rush or Just a Temporary Spark? ๐Ÿ˜ฑ๐Ÿ“ˆ

$Microsoft(MSFT)$ Microsoft surged 3.64% to $384.37 today, staging a strong recovery alongside the broader tech sector as Anthropic launched the Claude for Word beta plugin, prompting markets to reprice the massive expansion potential of AI-driven productivity ecosystems. ๐Ÿ˜ค This move underscores the accelerating monetization of AI office workflows, where Copilot and Claude are no longer pure competitors but mutual validators of a new era where agents handle everything from document generation to real-time collaboration. With $380 now firmly established as support, the question is whether Microsoft can reclaim leadership among mega-cap tech names by capitalizing on the AI office restructuring that turns every Word, Excel, and Teams session into a h
Microsoft Roars Back to $384: Claude in Office Ignites AI Productivity Gold Rush or Just a Temporary Spark? ๐Ÿ˜ฑ๐Ÿ“ˆ
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04-15

Semi Super Week Showdown: TSMCโ€™s $17B Profit Explosion vs ASMLโ€™s Order Jitters โ€“ AI Chip Boom or Supply Chain Crack? ๐Ÿ˜ฑ๐Ÿ“‰

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 โ€œSemi Super Week,โ€ and the stakes couldnโ€™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) โ€” 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
Semi Super Week Showdown: TSMCโ€™s $17B Profit Explosion vs ASMLโ€™s Order Jitters โ€“ AI Chip Boom or Supply Chain Crack? ๐Ÿ˜ฑ๐Ÿ“‰

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