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The semiconductor industry is buzzing once more, with $Taiwan Semiconductor Manufacturing(TSM)$ delivering a blockbuster Q4 2025 earnings report that not only shattered expectations but also ignited a rally across the sector. Shares of TSMC surged over 4% in early trading, while $ASML Holding NV(ASML)$, a key supplier of chipmaking equipment, jumped as much as 7.6% to a record high, pushing its market capitalization above $500 billion for the first time. This enthusiasm stems from TSMC's robust results and optimistic outlook, underscoring the unrelenting demand for AI-driven chips and sending ripples through related stocks like $Lam Research(LRCX)$ and

Yesterday, the Russell 2000, a key benchmark for small-cap stocks, climbed 0.86%, marking its 10th consecutive trading day outperforming the $S&P 500(.SPX)$ — the longest such streak since 1990.As a result, ETFs tied to the Russell 2000 have been on fire. $ProShares UltraPro Russell 2000(URTY)$ is up 24.5% year-to-date, while $iShares Russell 2000 ETF(IWM)$ has gained 7.9% YTD, both comfortably outperforming $SPDR S&P 500 ETF Trust(SPY)$ , which is up just 1.5% over the same period.Notably, $Taiwan Semiconductor Manufacturing(TSM)$ released its fourth-quarter earnings repor

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ Buckle up, folks – the semiconductor giants are firing on all cylinders! TSMC just crushed expectations with a jaw-dropping earnings report, sending shockwaves through the market and proving the AI revolution is far from over. Shares skyrocketed as investors pile in, betting big on relentless demand for cutting-edge chips. But wait, ASML's riding the wave too, hitting record highs on the back of this frenzy. Is this the acceleration we've been waiting for, or just a teaser of what's coming in 2026? Let's dive deep into the numbers, trends, and why holding these beasts could be your smartest move yet. 😎📈 ASML TSMC First off, TSMC's powerhouse

TSMC's Growth Momentum and AI Impact Analysis Key Factors Driving TSMC's Growth Momentum TSMC's growth momentum is primarily driven by its critical role in advanced chip manufacturing and surging demand from the artificial intelligence (AI) sector. Dominance in Advanced Process Nodes: TSMC is the world's largest contract chipmaker and the leading manufacturer of advanced AI chips, making it a "pure-play artificial intelligence stock". It plays a critical role in making advanced chips like GPUs, which are essential for AI technologies. In the third quarter of 2025, advanced nodes (7-nanometer and below) accounted for 74% of its wafer revenues, demonstrating its technological leadership. Accelerated AI Demand: TSMC is experiencing accelerated demand for AI-optimized chips, with requests for

TSMC Just Told Wall Street: You're Still Underestimating AI Global foundry leader $Taiwan Semiconductor Manufacturing(TSM)$   released its Q4 2025 earnings, and the company, playing the role of the ultimate "shovel seller" in the AI gold rush, delivered a quarter that beat expectations across revenue, gross margin, and net profit, alongside long-term growth guidance that exceeded market forecasts. Three Things to Watch 2026 Full-Year and Long-Term AI Guidance Blew Past Expectations; AI Remains the Growth Pillar The Street had consensus expectations for TSMC's 2026 full-year USD revenue growth at approximately 25% YoY. Management's guidance? 30% YoY growth. Last quarter, $Taiwan Semiconductor (TSM.US)$ manage

Just now, January 15, 2026-$Taiwan Semiconductor Manufacturing (TSM) $Announced today that for the fourth quarter ended December 31, 2025, the company's consolidated revenue reachedNT $1.04609 trillion, net profitNT $505.74 billionDiluted earnings per shareNT $19.50(Yield per unit of ADR$3.14）。On a year-on-year basis, revenue growth in the quarter20.5%, both net profit and diluted earnings per share increased35.0%； QoQ Q3 2025, revenue growth5.7%, net profit growth11.8%。 All financial data are based onTaiwan Financial Accounting Standards(TIFRS), prepared on a consolidated basis.In U.S. dollars, fourth-quarter revenue was$33.73 billion, year-on-year growth25.5%, month-on-month growth1.9%。Gross profit margin for the quarter was62.3%, operating profit m

$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$  $Advanced Micro Devices(AMD)$  This tape is mispricing a volatility regime shift into $TSM earnings on 15 Jan. Price is not stalling, it is compressing, and when compression appears alongside rising institutional flow, short dated gamma and suppressed IV, it creates the highest probability environment for non linear price discovery. Taiwan Semiconductor is not trading like a mature foundry, it is trading like an AI infrastructure gatekeeper with a liquidity vacuum above the tape. $TSM is sitting at $325.40 (-1.75%) after printing a gap down and go from $324 to $333+ immediately following

Yes, AI demand can realistically keep TSMC’s momentum intact into 2026, and the market can still be underpricing its AI leverage, but the upside depends on whether this cycle stays “tight” rather than “normalising”. Why momentum can stay strong into 2026 TSMC is the bottleneck for leading-edge AI: Most meaningful AI compute still concentrates around advanced nodes (N3/N2, advanced packaging). Even if end-demand fluctuates, the strategic need to secure capacity stays high. AI is not just GPUs: Beyond NVIDIA/AMD accelerators, AI demand spreads into CPUs, networking silicon, HBM controllers, custom ASICs (hyperscalers), and edge AI. That broadens TSMC’s growth base. Margins accelerating is a powerful signal: When profits and margins rise alongside revenue, it implies pricing power + high util

$Taiwan Semiconductor Manufacturing(TSM)$  $Taiwan Semiconductor Manufacturing(TSM)$   Can TSMC Beat Expectations and Set New Highs Again? Taiwan Semiconductor Manufacturing Company, the world’s largest contract chipmaker, has been one of the standout performers in the semiconductor sector — driven by AI demand, advanced process leadership, and strong earnings momentum. But as we head deeper into 2026, the big question for investors is: Can TSMC continue to beat expectations and push its stock to new highs? 1. A Strong Momentum Backed by Recent Beats TSMC’s latest quarterly performance shows solid fundamentals. Its Q4 2025 revenue rose

$Taiwan Semiconductor Manufacturing(TSM)$, the world's leading contract chipmaker, is set to report its full Q4 2025 earnings on January 15, 2026, at 2:00 PM Taiwan time (1:00 AM Eastern Time), followed by an earnings conference call. The quarter covers October to December 2025, and the results come amid strong demand for advanced semiconductors driven by AI infrastructure needs from clients like Nvidia, Apple, and Broadcom. TSMC has already pre-released its Q4 revenue figures on January 9, reporting NT$1.046 trillion (approximately $33.05 billion USD), which beat analyst estimates of around $32.73 billion and marked a 20.45% year-over-year (YoY) increase. For the full year 2025, revenue reached about $120 billion, up 31.6% YoY, underscoring the co

Taiwan Semiconductor Manufacturing Company Short answer: yes, Al demand can plausibly sustain TSMC’s momentum into 2026, and the market is likely still underpricing the durability and depth of its Al exposure. Can Al demand carry growth into 2026? Several structural factors argue that this is not a one-cycle spike: Foundry bottleneck advantage. Advanced nodes at 5nm, 3nm, and upcoming 2nm remain capacity-constrained. Al accelerators, custom ASICs, and high-end CPUs are all funnelled through TSMC with limited alternatives. Multi-year capex visibility. Hyperscalers and Al platform leaders are committing to long-dated silicon roadmaps, not short-cycle inventory builds. This supports sustained wafer demand beyond 2025. Broader Al diffusion. Demand is no longer limited to training GPUs. Inferen

I will go for option C. Intel price has run too far ahead of its value. Market is positioning Intel for its potential future success of its foundry services to take on TSMC. It's not even in the AMD space. US government's involvement is already priced in from the recent price spike. Now is the time for delivery however there is simply not enough time for Intel to do just that. Therefore market will be in for a reality check when it announces its latest results. Of course, this is only my take. Market could be irrational for longer than necessary, as could be seen in $Tesla Motors(TSLA)$

TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both revenue and profits. When expectations run ahead of fundamentals, the margin for disappointment gets very thin. So my pick is 🔴 C. Down more than 5%. After such a strong

TSMC Attracts Big Put Option Trades Ahead of Earnings, Locking in Gains From 62% Rally $Taiwan Semiconductor Manufacturing(TSM)$   saw millions of dollars in block trades of put options that can shield their holders against a reversal of the American depositary receipts' (ADRs) 62% rally over the past year. In the first half hour of trading Wednesday, four block trades were posted involving put options that give their holder the right to sell a combined 1.57 million ADRs of the Taiwanese chipmaker at $330 each in the next 37 days. That strike price is less than $2 below the all-time high of $331.77 reached Monday. Those trades could help the buyers lock in gains or protect against volatility. The transaction

$Intel(INTC)$ I speculate range-bound, but I'm not convinced it will hit the +5%. As some tech stocks may start slowing down this time of year - or so I've noticed in the past within a similar financial climate (the instability of inter-global warfare, be it economic or by force or "pursuasion" notwithstanding)...

TSMC Just Dropped a $56 BILLION Bomb 💣🤯 Everyone is talking about TSMC’s profits, but they are missing the bigger picture. The real story? The company just announced they are spending up to $56 BILLION this year on upgrades. Here is the ELI5 Breakdown: The Surprise: Wall Street expected them to spend about $50B max. TSMC said, "Hold my beer," and smashed that number. The Analogy: Imagine your local coffee shop suddenly orders 10 huge, expensive espresso machines. It tells you one thing: They expect a massive line of customers around the block. ☕️ The Signal: TSMC isn't gambling. They are seeing insane demand for AI chips (like the ones Nvidia uses), and they are going "all in" to build them. Why should you care? That $56 billion doesn’t vanish. It flows directly into the pockets of the com

Happy for all riding on this horse. Soon be 🚀 to the month. 

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