$Taiwan Semiconductor Manufacturing(TSM)$ Decent pullback action. Looks like my 290 & 285 puts might get exercised while those 320 covered calls are primed to expire worthless with juicy premiums in the bag.
Did y'all catch that 60 Minutes sit-down? Certain assurances were made regarding the Taiwan situation. Street's buzzing about $Taiwan Semiconductor Manufacturing(TSM)$ exposure now, this could be the catalyst we've been waiting for. Buckle up for potential fireworks!
Everything runs on $Taiwan Semiconductor Manufacturing(TSM)$ magic. Chicken littles can chillax - this baby's bouncing back to 320, probably kissing 330. Just let your puts expire worthless while we ride this wave.
$Taiwan Semiconductor Manufacturing(TSM)$ gonna smash both EPS and Revenue (already lit!) with upgraded guidance on Oct 16, 2025. Rockets to $350 on the day, then moonshot to $380-400 range quicker than you can say "chip shortage"
Looks like $Taiwan Semiconductor Manufacturing(TSM)$ is laying groundwork for 1.4nm fab construction in Taiwan by end-2025. Interestingly, they're opting out of $ASML Holding NV(ASML)$ 's High-NA EUV tools for this node - seems like an alternative approach in the making.