To The Moon

When TSMC hits record profits, it's like the final boss in a video game leveling up — you know the rest of the tech world is about to feel it.

Let's break it down:

TSMC's NT$452.3 B profit isn't just a good quarter. It's proof that the AI gold rush is still minting new millionaires — and TSMC is selling the shovels. Their 3-nanometer production lines are booked solid. Every AI data-center chip, every EV controller, every smart device with a brain — they all need TSMC silicon.

Think of the semiconductor cycle as a roller coaster: 2022 was the drop, 2023–24 the climb back up, and 2025? That's when the cart crests the hill and speeds into a new loop — powered by AI, robotics, and edge computing.

Here's what's next 🔮

Short term (1–3 weeks): Expect chip names like ASML, NVDA, AVGO, and AMD to ride the sympathy wave. Momentum traders will chase anything with AI and chips in the same sentence.

Medium term (Q4–Q1): If TSMC guides higher or hints at new capacity expansion, the semiconductor super-cycle officially resumes.

Wild card: A slowdown in consumer electronics could create another dip — but that's the refuel zone before the next rally.

Bottom line — TSMC just reminded the market who's king of the silicon jungle. Every other chipmaker's survival now depends on how well they dance to TSMC's beat.

I'm not a financial advisor. Trade wisely, Comrades! ⚡