koolgal
10-14
🌟🌟🌟I believe that $Taiwan Semiconductor Manufacturing(TSM)$ is likely to close Green, 5% to 10% post earnings.  Why?  TSMC has officially posted a record shattering Q3 revenue of NTD 1.49 trillion (USD 46.71 billion) on October 8.  This represents a mind boggling 50% year on year increase.  It also completely cleared the upper ceiling of TSMC's own Q3 guidance bracket of USD 44.6 billion to USD 45.8 billion.

Net profit is projected to expand by 65%.  This sheer financial dominance provides a rock solid floor that prevents the stock from turning flat or red.

Morgan Stanley is predicting that TSMC's management will lift its full year 2026 revenue guidance up to the low to mid 40% range.  This sends a clear message that the AI boom is not slowing down.

Exciting times are ahead for TSMC.🌈🌈🌈💰💰💰

@Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG

TSMC Profits Hit Record Highs — Why Is AI Hardware Still Being Sold?
TSMC fell 1.80% and Nvidia dropped 1.84% despite TSMC beating quarterly estimates. Revenue reached NT$1.49 trillion, net profit hit NT$763.1 billion, and operating margin topped guidance at 58.7%. Bulls cite strong Q4 guidance and advanced-chip demand; bears warn that higher 2026–2028 capex could strain customer funding and AI returns. Should investors follow TSMC’s capacity execution and Nvidia orders, or wait for clearer capex payoffs?
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Comments

  • blinkix
    10-14 17:04
    blinkix
    Great quarter, but earnings beats do not automatically mean plus 5 to 10. Capex is still massive and free cash flow matters more to me here.
    • koolgal: 
      May you have a wonderful weekend ahead 🏖️🏖️🏖️
    • koolgal: 
      Happy Trading 🌈🌈🌈💰💰💰
    • koolgal: 
      Best of luck 🍀🍀🍀
    • koolgal: 
      Thanks for sharing your valuable insights 🥰🥰🥰
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