$Taiwan Semiconductor Manufacturing(TSM)$ 's capabilities speak volumes. The HBM order backlog from $Micron Technology(MU)$ and SK Hynix directly indicates revenue growth in their high-margin advanced packaging and HPC segments. Since HBM and high-end AI processors are physically integrated, they're inseparable. This symbiotic relationship creates synchronized order growth across both industries. Remember, every HBM order inherently requires a corresponding logic chip. $Taiwan Semiconductor Manufacturing(TSM)$ 's CoWoS may not get much spotlight, but the entire AI chip sector grinds to a halt without it.
Let's be real - $Taiwan Semiconductor Manufacturing(TSM)$ is basically printing its own ticket to the stratosphere. When your foundries are baking every advanced chip from GPUs to TPUs, market tantrums become background noise. Fundamentals don't care about feelings, and neither do purchase orders.
$Taiwan Semiconductor Manufacturing(TSM)$ Decent pullback action. Looks like my 290 & 285 puts might get exercised while those 320 covered calls are primed to expire worthless with juicy premiums in the bag.
Did y'all catch that 60 Minutes sit-down? Certain assurances were made regarding the Taiwan situation. Street's buzzing about $Taiwan Semiconductor Manufacturing(TSM)$ exposure now, this could be the catalyst we've been waiting for. Buckle up for potential fireworks!
Everything runs on $Taiwan Semiconductor Manufacturing(TSM)$ magic. Chicken littles can chillax - this baby's bouncing back to 320, probably kissing 330. Just let your puts expire worthless while we ride this wave.
$Taiwan Semiconductor Manufacturing(TSM)$ gonna smash both EPS and Revenue (already lit!) with upgraded guidance on Oct 16, 2025. Rockets to $350 on the day, then moonshot to $380-400 range quicker than you can say "chip shortage"
Looks like $Taiwan Semiconductor Manufacturing(TSM)$ is laying groundwork for 1.4nm fab construction in Taiwan by end-2025. Interestingly, they're opting out of $ASML Holding NV(ASML)$ 's High-NA EUV tools for this node - seems like an alternative approach in the making.
$Taiwan Semiconductor Manufacturing(TSM)$ Planet's ultimate cash cow! Profit machine on steroids! Growth trajectory to the moon! Fort Knox balance sheet! Market dominance unchallenged! This stock is basically free money!!!