To The Moon

Hello everyone! Today i want to share some trading analysis with you!

1.

🚨 $Netflix(NFLX)$ Q2 Earnings Update 🚨

• EPS $4.88 vs Est. $4.76

• Sales $9.56B vs Est. $9.53B

• New Subscribers 8.1M vs. Est 4.5M

Stock is down 8% after-hours

2.

🚨 $Intuitive Surgical(ISRG)$ Q2 Earnings Update 🚨

• EPS $1.78 vs Est. $1.54

• Sales $2.01B vs Est. $1.97B

• Worldwide da Vinci procedures up 17%

Stock is up 6% after-hours

3.

Here are my post $Taiwan Semiconductor Manufacturing(TSM)$ earnings thoughts 🧐

Introduction

• TSMC is a cornerstone of the global semiconductor industry, distinguished by its advanced fabrication techniques and expansive production capabilities. As the sole supplier for industry leaders such as NVIDIA and Apple, TSMC is integral to the development and delivery of advanced AI technologies. Its annual production capacity of 16M wafers far exceeds that of competitors like $INTC, which produces only 3M -- highlighting TSMC's significant market dominance.

• The company's proficiency in employing sophisticated Extreme Ultraviolet (EUV) lithography technology is critical for manufacturing the most complex and miniaturized semiconductor chips required in modern AI applications. This technological edge not only cements TSMC's position as an industry leader but also ensures the reliability of the global supply chain that tech giants depend on to drive the AI revolution forward.

Product Offerings

• 3nm and 5nm Technology Nodes: These nodes are at the forefront of its semiconductor manufacturing capabilities, essential for meeting the demands of high-performance computing (HPC) and AI applications. These advanced nodes significantly enhance chip performance and energy efficiency, making them vital for the latest consumer electronics and data center processors. The 3nm technology, which contributes 15% to TSMC's total revenue -- underscores its importance in driving the next wave of chip advancements in the semiconductor sector.

• N2 Technology Development: TSMC is set to revolutionize the industry with its N2 technology, targeting mass production by Q4 2025. This next-generation node represents a leap in semiconductor fabrication, aiming to achieve unprecedented levels of miniaturization and power efficiency. The N2 technology will further solidify TSMC's leadership by catering to future demands in quantum computing, AI, and more.

• High-NA EUV Lithography: They continue to invest in EUV lithography to maintain its technological superiority. This process is critical for producing ultra-fine circuits needed in next-generation computing technologies. By pushing the limits of how small chip features can be -- High-NA EUV lithography not only enhances the performance of electronic devices but also ensures TSMC's market dominance by enabling the production of more advanced, efficient, and powerful semiconductor chips.

Q2 Earnings Analysis

• TSMC's second-quarter financials for FY24 showcased impressive growth, with revenues reaching $20.8B -- a 40% increase YoY and $0.7B above the expected $20.1B. The company achieved a gross margin of 53%, slightly down from projections of 53.2%, and an operating margin of 43%, outperforming the anticipated 41%.

• Capital expenditures for the quarter climbed to $6.3B, with projected annual investments adjusted to between $30B and $32B, reflecting TSMC's aggresive expansion plans. This strategic capital deployment positions TSMC to capitalize on the ongoing AI boom -- driven by strong demand in high-performance computing and AI applications.

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