PandaExpress
07-17

then why is the stock down?
@Caroller：
$Taiwan Semiconductor Manufacturing(TSM)$ Looking at TSMC's Q2 2026 report card. Revenue gets an A+, up 36% year-over-year. EPS is also an A+, with a 77.4% YoY increase. Net income matches that at +77.4% YoY, another A+. Margins are strong: 67.7% gross and 60.3% operating, which is an A+. The AI and tech side gets an A+ as well, with 77% of revenue coming from advanced nodes. Guidance for Q3 is an A+, with revenue expected to be well above expectations. The full-year outlook is also an A+ after they raised their guidance. Overall, it's an A+ grade, a 10 out of 10.
$Taiwan Semiconductor Manufacturing(TSM)$ Looking at TSMC's Q2 2026 report card. Revenue gets an A+, up 36% year-over-year. EPS is also an A+, with a 77.4% YoY increase. Net income matches that at +77.4% YoY, another A+. Margins are strong: 67.7% gross and 60.3% operating, which is an A+. The AI and tech side gets an A+ as well, with 77% of revenue coming from advanced nodes. Guidance for Q3 is an A+, with revenue expected to be well above expectations. The full-year outlook is also an A+ after they raised their guidance. Overall, it's an A+ grade, a 10 out of 10.

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