$NVIDIA Corp(NVDA)$ $Taiwan Se-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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$NVIDIA Corp(NVDA)$

$Taiwan Semiconductor Manufacturing(TSM)$

It's rumored that $TSM's 2025 capex may reach $36B due to higher R&D spending and strong 2nm demand. $ASML and $AMAT are expected to benefit the most.

Note: TSMC's capex in 2024 is expected to be $28B-$32B. Mass production of 2nm will start in 2025, with capacity expansion plans across Taiwan, including Nanke.

Despite the increased spending, strong cash flow from advanced processes should support rising dividends.

# Nvidia Rebound! Will You Follow Pelosi to Add?

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HarryCox
·07-01 20:10
Nice potential for $TSM
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JoshuaAlexander
·07-01 20:10
Great news for $TSM
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Before the July 4th holiday, Nancy Pelosi disclosed several significant stock trades.\nShe purchased 20 call options of Broadcom with a strike price of $800, expiring on June 20, 2025, with a purchase size between $1 million and $5 million.\nShe also bought 10,000 shares of Nvidia stock, with an investment size between $1 million and $5 million.\n---------------\nWill the semi pullback end?\nWhat's your target price for Nvidia?\nWill you add Nvidia with Pelosi?","image":"https://community-static.tradeup.com/news/01ac8e85ab0d5d82f100c74647fffb79"}],"images":[{"img":"https://community-static.tradeup.com/news/c508edad9a38aa2f1d6f8a141c4264d6","width":"1125","height":"782"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/c508edad9a38aa2f1d6f8a141c4264d6","width":"1125","height":"782"}],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>It's rumored that $TSM's 2025 capex may reach $36B due to higher R&amp;D spending and strong 2nm demand. $ASML and $AMAT are expected to benefit the most.</p>\n<p>Note: TSMC's capex in 2024 is expected to be $28B-$32B. Mass production of 2nm will start in 2025, with capacity expansion plans across Taiwan, including Nanke. </p>\n<p>Despite the increased spending, strong cash flow from advanced processes should support rising dividends.</p>\n<p></p>\n<p><br></p>\n<img src=\"https://community-static.tradeup.com/news/c508edad9a38aa2f1d6f8a141c4264d6\" tg-width=\"1125\" tg-height=\"782\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>It's rumored that $TSM's 2025 capex may reach $36B due to higher R&amp;D spending and strong 2nm demand. $ASML and $AMAT are expected to benefit the most.</p>\n<p>Note: TSMC's capex in 2024 is expected to be $28B-$32B. 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