$Taiwan Semiconductor Manufacturing(TSM)$  yes can meet expectations 

1. Overview: TSMC’s Upcoming Earnings Report Date: January 16 Key Metrics to Watch: Revenue: Management projected $15.4-$15.7 billion for Q4 2024. Gross Margin: 51%-53%. TSMC's disclosed monthly revenue figures suggest that the company will meet or slightly exceed its Q4 projections. If achieved, this would mark a new record for the world's largest semiconductor manufacturer. The critical question: Will the earnings report fuel further AI-driven rally, or has the market priced in these expectations already? 2. Recent Stock Performance TSMC shares have surged 45% in the past year, driven by AI-related demand and optimism about the company’s leadership in advanced semiconductor technology. Valuation Concerns: TSMC's current P/E ratio is above its historical average, raising questions about w

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $iShares Semiconductor ETF(SOXX)$ $VanEck Semiconductor ETF(SMH)$ As we kick off 2025, a glance at the past reveals strong performance across various sectors, particularly in semiconductors, where we anticipate continued momentum into the year. Consequently, we’re focusing on two major players in this space, starting with ASML. This Dutch company designs and manufactures advanced photolithography machines, essential for producing intricate semiconductor chips. Their cutting-edge Extreme Ultraviolet (EUV) lithography technology is crucial for creating high-pr

Taiwan Semiconductor will host its fourth-quarter analyst meeting on Jan. 16. Lu expected another year of solid revenue growth in 2025E by 26.8% for Taiwan Semiconductor, following 29.4% revenue growth in 2024E (all in USD terms), driven by strong demand in leading-edge nodes mainly supported by continuous strong momentum from AI. The analyst also noted a more favorable competition landscape, with $Samsung Electronics Co., Ltd.(SSNLF)$ foundry and $Intel(INTC)$   foundry facing more difficulties as they move to more advanced nodes. Therefore, he modeled a mid-high single-digit price hike for 3nm and 5nm nodes and a 10%+ price hike for chip-on-wafer-on-substrate starting in 2025.

The current AI boom fits right into this cycle of investor psychology: - We're likely somewhere between Exuberance and Euphoria. AI is generating immense hype, with many believing it's a revolutionary technology that will transform everything. This leads to inflated expectations and potentially overvalued investments. - Denial and Anxiety are around the corner. As with all emerging technologies, AI will face challenges and setbacks. Some projects will fail, and the initial hype may fade. This is when investors start to doubt and worry. - The Fear, Despair, and Panic stages could follow. If AI fails to meet the lofty expectations, a sharp correction could occur. Investors might panic and sell off their AI-related holdings, driving prices down further. - This cycle can repeat. Even if AI ful

$Taiwan Semiconductor Manufacturing(TSM)$   Go go go TSMC. It should be setting a new record all time high 52wks for today. Hope that more and more investors will make TSMC their longer term investment in view of the increasing mkt demand for AI chips, etc. Cheers. [Smile]  [Smile]  [Smile]  

Hello everyone! Today i want to share some technical analysis with you!1+ $Celsius Holdings, Inc.(CELH)$ And for the grand finale. This looks ready for an explosive upside move out of this falling wedge.I am positioned accordingly.2. $Meta Platforms, Inc.(META)$ Volume shelf setup on the weekly candle chart.3. $MicroStrategy(MSTR)$ Hammer candle at the September pivot VWAP zone.4. $Coinbase Global, Inc.(COIN)$ Hammer candle at the September pivot VWAP zone going into next week.5. $Taiwan Semiconductor Manufacturing(TSM)$ Ascending triangle setup on the weekly candle chart. If thi

$Taiwan Semiconductor Manufacturing(TSM)$ Uncle is pleased that Microsoft announced that they'll spend $80B on data centers in 2025.$80B is 60% higher than their $50B in 2024.They may have found solution to their Power availability problems.MSFT has a lousy 2024 with gaining 12.7% in 2024 on share price. TSMC CEO met Elon Musk. Elon Musk said he worried about insufficient supply of advanced chips. TSMC CEO replied that supply is not a problem as long as you are willing to pay.

$Taiwan Semiconductor Manufacturing(TSM)$  another sensational quarter and 52 wk high 

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC will report December Sales on 1/10.Uncle does not know how they count their sales in NT$, the Taiwanese Dollar avg 1 USD$ to 32.093 NT$ for Oct, 32.365 for Nov, and 32.574 for December.Against TSMC guidance with 1 USD$ to 32 NT$ for Q4 2024.

Recently, $ASML Holding NV(ASML)$ investors faced disappointing news. The chip manufacturing giant reported third-quarter results that fell short of expectations and lowered its sales forecast for 2025. Following the announcement, the stock plummeted 16% on the first day and another 6% the next.This shockwave was so intense that it dragged the entire chip industry down, putting pressure even on leaders like $NVIDIA Corp(NVDA)$ . As a frontrunner in the semiconductor sector, ASML has seen some slowdown in demand for its lithography machines, and investors interpreted this as a sign of trouble across the board.A Buying Opportunity？However, with the historical volatility in order bookings, savvy investors mi

I. Performance and Valuation of Global Equity Indices Data source: Bloomberg, 2024/10/14-2024/10/20, compiled by Tiger Brokers II. Key Market Themes i. The U.S. economy continues to strengthen, and Fed officials suggest a slowdown in rate cuts—can rate cut trades persist? Last week, the U.S. released September retail consumption data, with a month-over-month increase of 0.43%, significantly surpassing market expectations of 0.3%. Excluding gasoline and automobiles, retail sales rose 0.7% month-over-month, with significant increases in the food services and beverage sectors. Additionally, initial jobless claims last week recorded 241,000, better than the market's expected 260,000. At the same time, Fed officials made positive remarks this week. Fed Governor Waller stated, "As long as t

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TSM Joins the $1 Trillion Market Cap Club: Can It Get Even More Valuable? In a historic moment for the tech industry, Taiwan Semiconductor Manufacturing Company (TSMC), a leading player in the semiconductor sector, has achieved a remarkable milestone: entering the exclusive $1 trillion market capitalization club. The milestone places TSMC in a league with tech giants like Apple, Microsoft, and Alphabet. But now that TSMC has reached this rarefied status, the big question arises: can it get even more valuable? The Road to $1 Trillion TSMC’s journey to a $1 trillion market cap has been driven by its role as the dominant force in the semiconductor manufacturing industry. The company produces advanced chips for some of the world’s most important tech companies, including Apple, NVIDIA, and Qua

$Taiwan Semiconductor Manufacturing(TSM)$ recently joined the exclusive $1 trillion market cap club, with its stock hitting $212 on the back of strong Q3 2024 earnings. The company reported a net profit of T$325.3 billion ($10.11 billion), exceeding analysts' expectations. Given TSMC’s role as the dominant player in AI chip manufacturing, particularly for clients like Nvidia and Apple, investors are questioning whether the stock can double again or if it’s time to take profits. Fundamentals: A Look at TSMC’s Growth Drivers TSMC’s impressive 36.5% revenue growth year-over-year in Q3 2024 reflects its robust position in the semiconductor industry. A significant chunk of this growth is fueled by the surging demand for AI chips, used in everything from