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$Taiwan Semiconductor Manufacturing(TSM)$ AI Surge Propels TSMC to Record Q1 2026 Earnings, Beating Expectations Taiwan Semiconductor Manufacturing Co. (TSMC) released its first-quarter 2026 financial results yesterday, delivering a powerhouse performance that highlights the global economy's insatiable appetite for artificial intelligence. The world’s largest contract chipmaker reported revenue and net profit figures that surged past analyst estimates, signaling that the AI infrastructure boom is far from reaching its peak. A Massive Leap in Profitability For the quarter ending March 31, 2026, TSMC reported consolidated revenue of NT$1,134.10 billion (approximately US$35.90 billion). This represents a staggerin
$Taiwan Semiconductor Manufacturing(TSM)$ AI Surge Propels TSMC to Record Q1 2026 Earnings, Beating Expectations Taiwan Semiconductor Manufacturing Co. (TSMC) released its first-quarter 2026 financial results yesterday, delivering a powerhouse performance that highlights the global economy's insatiable appetite for artificial intelligence. The world’s largest contract chipmaker reported revenue and net profit figures that surged past analyst estimates, signaling that the AI infrastructure boom is far from reaching its peak. A Massive Leap in Profitability For the quarter ending March 31, 2026, TSMC reported consolidated revenue of NT$1,134.10 billion (approximately US$35.90 billion). This represents a staggerin
$PLTR 20260515 120.0 PUT$ $PLTR PUT $120 | Over halfway there. Thesis intact. Sold the $PLTR 20260515 $120.0 PUT at $4.49. Now trading at $2.20. Unrealized: +51.03%. Position is healthy. Here's the full picture. Why Palantir at $120? Let me be direct — PLTR is not cheap by any traditional metric. It never has been. But that's not why I sold this put. I sold it because the business has crossed a line that most people haven't fully priced in yet. US Government contracts aren't going away. AIP — their AI platform for enterprise — is genuinely gaining traction with commercial clients. The demo days they run convert at a rate that almost no other enterprise software company can replicate. Revenue is growing. Margins are expa