To The Moon

Overview of the Market:  TSMC's $Taiwan Semiconductor Manufacturing(TSM)$  announcement that its 2nm chip production will commence in 2025 is a game-changer in the semiconductor industry. Experts believe this milestone will solidify TSMC's position as the leader in advanced manufacturing technology, with significant implications for its ecosystem. Apple $Apple(AAPL)$  and AMD $Advanced Micro Devices(AMD)$  are expected to be the first adopters, which highlights the dominance TSMC has established over rivals Intel $I

$台積電(TSM)$  The market is crazy and short-sighted. The moat owned by TSM is a battleground in international regional politics. With such a deep moat, almost all the chips required for the future industrial revolution come from this company. TSM will eventually become a multinational enterprise. In order to avoid regional risks, it will invest and set up factories in all major countries. At present, the major shareholders are almost all capital from Europe, the United States, Japan and Taiwan, and are not just local companies in Taiwan. If Intel is willing to spin off the factory, maybe TSM can jointly establish a US branch with Intel, just like TSM did in Japan, establishing a joint venture with Japanese large compani

$Taiwan Semiconductor Manufacturing(TSM)$  At the rate of dropping, it will probably drop back to $80.😂😂

$Taiwan Semiconductor Manufacturing(TSM)$  Invest in the Winner.  Ignore the rest.  This kind of market share is unassailable.  They get the revenue > they get to splurge on capex and R&D > they stay the winner The only reason there are still other players is because of legacy non-bleeding edge nodes that still have demand. These are deemed non-essential by TSMC and allowed to be competed against 

$Taiwan Semiconductor Manufacturing(TSM)$  time to sell house all in

@TigerNews_SG[Observation] [Observation] [Observation] [Observation]   Green or red 

$Taiwan Semiconductor Manufacturing(TSM)$  Get more at 170

$Taiwan Semiconductor Manufacturing(TSM)$ The sharp decline reflects a confluence of a sudden and expected rotation into small caps and resurgent geopolitical concerns. The shares haven't declined enough to present a real buying opportunity, but this is certainly not the time to sell. Just ignore the market for a couple of weeks. Remember, there is really no competition in sight for 2nm chips, so the pricing power of TSM will be profound. [Lovely][Lovely][Lovely]

$Taiwan Semiconductor Manufacturing(TSM)$  just the time matter , sure can!

$Taiwan Semiconductor Manufacturing(TSM)$, the world's leading chipmaker, delivered a solid second quarter, exceeding expectations on both revenue and profit. This is great news for me. Here's why I'm staying bullish. The key driver for TSMC's success is the explosive demand for advanced chips used in Artificial Intelligence (AI) applications. This demand is reflected in their 40% year-over-year revenue growth and their industry-leading 3-nanometer and 5-nanometer technologies. While the outlook seems bright, there are challenges to consider. The recent news of Donald Trump’s remark on Taiwan's political situation is concerning. However, unlike meme stocks, TSMC's dominance in chip manufacturing is undeniable. They are the only company globally w

$Taiwan Semiconductor Manufacturing(TSM)$  Go go go 

$Taiwan Semiconductor Manufacturing(TSM)$  as the world's largest semiconductor foundry, I believe TSM is poised for greater growth in 2024 H2. There may be some pull backs here and there but overall trend is still bullish.

$Taiwan Semiconductor Manufacturing(TSM)$  TSM will be our savior. Arise, semiconductor stocks. 

Taiwan Semiconductor Manufacturing Co Ltd, a major Apple and Nvidia supplier, posted a second-quarter profit that beat market expectations. Taiwan's TSMC, the world's largest contract chipmaker, forecast its revenue in the current quarter will increase by as much as 34%, driven by robust demand for semiconductors used in artificial intelligence. TSMC The bellwether for the chip industry has benefited from a surge in adoption of AI that has helped it weather the tapering off of pandemic-led electronics demand. TSMC's April-June net profit climbed to 247.8 billion  Taiwan dollars from 181.8 billion Taiwan dollars a year earlier. The profit beat a 238.8 billion Taiwan dollars estimate for the quarter ended June 30. TSMC Income Statement Moving into the third quarter o

One of the most recent controversies in U.S. equities is whether AI stocks are showing signs of a "bursting bubble".Of course, there are also whether the "bubble".First, market rotation has begun.Since last Thursday, there has been a "big rotation" in the market.The overall S&P 500 is down 0.88%;396 stocks in the S&P 500 gained, with the equal-weighted index up 1.17%;The Russell 2000 small-cap index jumped 3.57%, its best one-day performance since November 2023The "Magnificent 7" retreated en masse by a wide margin. $ Apple (AAPL) $ Microsoft (MSFT) $ Meta Platforms (META) $

Yesterday, my leveraged semiconductor position $Semiconductor Bull 3X Shares(SOXL)$ experienced a significant decline, posing a substantial risk to my portfolio. I'm hoping that the upcoming earnings report from $Taiwan Semiconductor Manufacturing(TSM)$ will provide a much-needed boost to the sector and help recover some of my losses

$Taiwan Semiconductor Manufacturing(TSM)$  Will surge until 1 T.

$Taiwan Semiconductor Manufacturing(TSM)$ Intel and GFS are giving back their gains and it looks like money is coming back into TSM. I finally got out of my small GFS position today. I missed my opportunity to dump my INTC stock. Keeping every share of TSM.

$Taiwan Semiconductor Manufacturing(TSM)$ , the world's leading chip foundry, announced its Q2 earnings just now, significantly surpassing market expectations, with Tiger Securities' share price soaring 3% in the overnight session.1. Revenue and ProfitDigging deeper, TSMC's Q2 revenue hit $20.82 billion, a 32.8% year-on-year increase, exceeding analyst expectations of $20.2 billion:Since TSMC had already disclosed its revenue, the spotlight fell on profitability and Q3 guidance.In terms of gross margin, TSMC achieved 53.2% in Q2, surpassing the upper limit of the management's guidance range of 51%-53% and analysts' expectation of 52.6%.2. Technology NodeBy technology node, 3nm processe contributed 15% of revenue, while 7nm and below advanced proces

Overview of the Market:  TSMC's $Taiwan Semiconductor Manufacturing(TSM)$  announcement that its 2nm chip production will commence in 2025 is a game-changer in the semiconductor industry. Experts believe this milestone will solidify TSMC's position as the leader in advanced manufacturing technology, with significant implications for its ecosystem. Apple $Apple(AAPL)$  and AMD $Advanced Micro Devices(AMD)$  are expected to be the first adopters, which highlights the dominance TSMC has established over rivals Intel $I

TSMC Q2 Earnings Preview: Can Price Hikes and Capex Plans Propel Shares Beyond $200? The leading global foundry company, $Taiwan Semiconductor Manufacturing(TSM)$  , is set to unveil its second-quarter earnings for 2024 before the market opens on July 18. Thanks to the sustained AI boom and favorable factors such as price hikes, TSMC has seen a cumulative surge of over 81% this year, significantly outperforming the Philadelphia Semiconductor Index's 38%. The company's market cap surpassed the $1 trillion mark in early July, and investors and analysts are eagerly anticipating more clues about TSMC's profit prospects, price hiking details, and capex plans from the upcoming earnings report and analyst meeting. Ear

$Taiwan Semiconductor Manufacturing(TSM)$ , the world's leading chip foundry, announced its Q2 earnings just now, significantly surpassing market expectations, with Tiger Securities' share price soaring 3% in the overnight session.1. Revenue and ProfitDigging deeper, TSMC's Q2 revenue hit $20.82 billion, a 32.8% year-on-year increase, exceeding analyst expectations of $20.2 billion:Since TSMC had already disclosed its revenue, the spotlight fell on profitability and Q3 guidance.In terms of gross margin, TSMC achieved 53.2% in Q2, surpassing the upper limit of the management's guidance range of 51%-53% and analysts' expectation of 52.6%.2. Technology NodeBy technology node, 3nm processe contributed 15% of revenue, while 7nm and below advanced proces

On the eve of the second-quarter earnings report, $Taiwan Semiconductor Manufacturing(TSM)$ 's stock price has repeatedly hit new highs, with a market value exceeding 1 trillion US dollars on Monday.According to forecasts from multiple Wall Street investment bank analysts, due to the ongoing tension in the global high-end wafer foundry situation, TSMC is expected to raise its full-year sales expectations in the financial report to be announced next week.A report from Macquarie Securities points out that TSMC has learned through supply chain visits that most customers have agreed to an increase in foundry prices to ensure a stable supply, which will further drive up TSMC's gross margin.Morgan Stanley, JPMorgan Chase, Nomura Holdings, and Mizuho Secu

Developments in semiconductor technology during the past 50 years have made electronic devices smaller, faster, and more reliable. Think for a minute of all the encounters you have with electronic devices. How many have you seen or used in the last 24 hours? Each has important components that have been manufactured with electronic materials. NVIDIA Nvidia Corp. Chief Executive Officer Jensen Huang unloaded shares worth nearly $169 million in June, the most he netted in a single month, as insatiable demand for the chips used to power artificial intelligence drove the stock to fresh peaks.  Nvidia daily chart  As shown in the chart above, NVIDIA share price pulled back to EMA25 after a bearish engulfing candle appeared two weeks ago. This week, after revisited its support level at

The stock hit an all-time high yesterday and is about to join the trillion-dollar club. It has significantly outperformed the US stock market, with a remarkable 39.62% increase last year and an impressive 79.45% gain so far this year. In comparison, the $S&P 500(.SPX)$ rose by 24.23% last year and 16.84% year-to-date.Curious about which stock this is? Let's find out!Congratulations to Our Top Performers@changs55 for achieving an impressive 112.82% return on buying $Taiwan Semiconductor Manufacturing(TSM)$. 👏👏👏@LMSunshine for achieving an impressive 194.84% return on buying

$Taiwan Semiconductor Manufacturing(TSM)$, the world's leading chipmaker, delivered a solid second quarter, exceeding expectations on both revenue and profit. This is great news for me. Here's why I'm staying bullish. The key driver for TSMC's success is the explosive demand for advanced chips used in Artificial Intelligence (AI) applications. This demand is reflected in their 40% year-over-year revenue growth and their industry-leading 3-nanometer and 5-nanometer technologies. While the outlook seems bright, there are challenges to consider. The recent news of Donald Trump’s remark on Taiwan's political situation is concerning. However, unlike meme stocks, TSMC's dominance in chip manufacturing is undeniable. They are the only company globally w

One of the most recent controversies in U.S. equities is whether AI stocks are showing signs of a "bursting bubble".Of course, there are also whether the "bubble".First, market rotation has begun.Since last Thursday, there has been a "big rotation" in the market.The overall S&P 500 is down 0.88%;396 stocks in the S&P 500 gained, with the equal-weighted index up 1.17%;The Russell 2000 small-cap index jumped 3.57%, its best one-day performance since November 2023The "Magnificent 7" retreated en masse by a wide margin. $ Apple (AAPL) $ Microsoft (MSFT) $ Meta Platforms (META) $

Taiwan Semiconductor Manufacturing Co Ltd, a major Apple and Nvidia supplier, posted a second-quarter profit that beat market expectations. Taiwan's TSMC, the world's largest contract chipmaker, forecast its revenue in the current quarter will increase by as much as 34%, driven by robust demand for semiconductors used in artificial intelligence. TSMC The bellwether for the chip industry has benefited from a surge in adoption of AI that has helped it weather the tapering off of pandemic-led electronics demand. TSMC's April-June net profit climbed to 247.8 billion  Taiwan dollars from 181.8 billion Taiwan dollars a year earlier. The profit beat a 238.8 billion Taiwan dollars estimate for the quarter ended June 30. TSMC Income Statement Moving into the third quarter o

$ Asmax (ASML) $ in the European market before the release of earnings, because of a "guidance is less than expected", a chain reaction, with the collapse of the Asian market of Japanese and Korean semiconductor companies, but also their own stock prices to collapse.More importantly, the U.S. semiconductor companies will also be "sold"?The question is, what percentage of investors will believe "it's just ASML"?TSMC (TSM) reports on Thursday, but because ASML reports first, TSM shares were dragged down by more than 3%, which is kind of a big swing before earnings.But there are a couple differences between TSM and ASML.TSM's earnings estimates can be extrapolated more from the chip

$Costco(COST)$ has announced its first membership fee increase since 2017, which will go into effect on September 1, 2024.The annual fee will increase from $60 to $65 for regular and business members, and from $120 to $130 for premium members.The adjustments are expected to affect about 52 million members.Shares are +2.8% after hoursImpact on Costco, Inc.1. Increase in revenueIncrease in membership fee revenue: membership fees are an important source of revenue for Costco.The price increase will directly increase membership fee revenue and is expected to contribute significantly to the company's overall revenue.Previously, membership fee revenue accounted for 1.9% of the company's total revenue.Rising profit margin: Currently, the company's overal

TSMC Joins Nvidia, AMD in Options Hotlist After Trump's Remarks on Semiconductors $Taiwan Semiconductor Manufacturing(TSM)$   joined $NVIDIA Corp(NVDA)$  , $Advanced Micro Devices(AMD)$   , and $Broadcom(AVGO)$   in the hotlist of the day's most-active stock options as former President Donald Trump said Taiwan took the U.S.'s chip business.   More than 250,000 TSMC stock options changed hands as of 12:49 p.m. in New York Wednesday, behind Nvidia's 3.98 million contracts, AMD' s 718,520

Shares of several semiconductor companies surged on Monday, significantly outperforming the broader market as AI infrastructure spending moved into the fast lane.These companies are strategically positioned in the AI space, and the market expects industry demand to continue to climb in the coming quarters.Key performers are as follows: $SUPER MICRO COMPUTER INC(SMCI)$ led the way, with shares jumping 7 percentAI server market expected to grow at 30.3% compound annual growth rateIndustry leader $NVIDIA Corp(NVDA)$ rose 2%.Other AI chip-related companies $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$

Two months ago, $Oracle(ORCL)$ shares soared on talks with Elon Musk's xAI to provide the infrastructure architecture for its supercomputing program, albeit still a multi-year lease of Oracle's $NVIDIA Corp(NVDA)$ chips.xAI and Oracle were originally in talks to expand the scope of their existing agreement to lease Oracle's NVIDIA AI chips.But yesterday, negotiations between xAI and Oracle stalled.Reason for termination:Musk asked to build xAI supercomputer faster than Oracle expectedOracle is concerned that xAI's preferred supercomputing location may not have access to adequate power supplyExisting agreement: xAI has previously leased 16,000 NVIDIA chips from Oracle, and this agreement will continue.xAI'

Taiwan Semiconductor Manufacturing Company Limited., (TSM) manufactures, packages, tests & sells integrated circuits & other semiconductor devices internationally. The company was headquartered in Taiwan, comes under Technology – Semiconductors sector & trades as “TSM” at NYSE. TSM favors upside in ((3)) of I of (III) within the sequence started from September-2023 low. It expects short term upside & remain supported in 3, 7 or 11 swings pullback to resume rally. TSM – Elliott Wave Latest Daily View:  It placed ((II)) at $59.43 low in November-2022 low & (II) of ((III)) at $84.02 low in September-2023. Above there, it favors upside in ((3)) of I of (III). It placed ((1)) of I at $158.40 high & ((2)) at $125.78 low as around 0.5 Fibonacci retracement of ((2)).

TSMC Rides AI Wave to $1 Trillion, Wall Street Bullish on Potential for 30% Stock Rally $Taiwan Semiconductor Manufacturing(TSM)$   shares jumped as much as 4.8%, to touch the milestone just after the opening bell in New York on Monday, taking its share price increase this year to more than 80%. The chipmaker overtook Berkshire Hathaway earlier in June to become the world's eighth most valuable company. As the exclusive supplier of crucial chips for $Apple(AAPL)$   and $NVIDIA Corp(NVDA)$  , TSMC has become a favorite play among global artificial

#TSM The question of who will be the next company to reach a $1 trillion market capitalization is a hot topic, with TSMC (Taiwan Semiconductor Manufacturing Company $Taiwan Semiconductor Manufacturing(TSM)$ ), TSLA (Tesla), and LLY (Eli Lilly) all strong contenders. However, based on recent performance and industry trends, TSMC emerges as the frontrunner. $TSM Real-time Moving Avg Pivot Points TSMC: Poised for Growth TSMC, the world's largest dedicated semiconductor foundry, is a crucial player in the tech industry. Fueled by the ever-growing demand for chips in electronics and emerging technologies like AI, TSMC has seen significant stock market growth. Last month's price increase news ignited a surge, with the company briefly surpassing the

$台積電(TSM)$  The market is crazy and short-sighted. The moat owned by TSM is a battleground in international regional politics. With such a deep moat, almost all the chips required for the future industrial revolution come from this company. TSM will eventually become a multinational enterprise. In order to avoid regional risks, it will invest and set up factories in all major countries. At present, the major shareholders are almost all capital from Europe, the United States, Japan and Taiwan, and are not just local companies in Taiwan. If Intel is willing to spin off the factory, maybe TSM can jointly establish a US branch with Intel, just like TSM did in Japan, establishing a joint venture with Japanese large compani

Overview: Market Surge Continues The overall market has experienced significant fluctuations this year, with major tech stocks leading the charge. The focus on artificial intelligence (AI) applications has driven remarkable growth for companies involved in this sector. As a result, stocks related to AI and semiconductor industries have shown impressive performance, contributing to the broader market's upward momentum. Semiconductor Market: TSMC's Stellar Performance Taiwan Semiconductor Manufacturing Co (TSMC) $Taiwan Semiconductor Manufacturing(TSM)$  , the world's largest contract chipmaker, reported strong second-quarter revenue growth that surpassed market forecasts. TSMC's revenue for the April-June period

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC's Strong Showing Hints at a Return to Chipmaking Glory Taiwan Semiconductor Manufacturing Company (TSMC) is firing on all cylinders. Recent financial reports boast impressive revenue growth, fueled by the ever-growing demand for artificial intelligence (AI) chips. This surge in performance has propelled TSMC to a historic milestone – a market capitalization exceeding $1 trillion. The bullish sentiment isn't just from stellar financials. TSMC remains confident in the global chip market, excluding memory, predicting a 10% growth trajectory for 2024. This unwavering optimism stems from their keen understanding of the burgeoning AI sector and the ever-increasing need for adv