🌟🌟🌟I believe that $Taiwan S

18
1
Favorite

🌟🌟🌟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

# ASML reports today—which metrics matter most in semis Q3 season?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

blinkix
·17:04
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.
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":618268110516568,"tweetId":"618268110516568","gmtCreate":1791923370619,"gmtModify":1791965987179,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"authorIdStr":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"userType":2,"introduction":"Be Extraordinary Is My Motto In Life Because The Best Is Yet To Be!","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.10.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1794543602127,"sortingWeight":0,"wearable":1},{"categoryType":2003,"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkType":2,"redirectLink":"https://ttm.financial/TW/9000980585","redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000,"sortingWeight":0,"wearable":0}],"fanSize":54349,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":12548,"starInvestorOrderShareNum":195,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":103.88,"showRor":true,"investmentPhilosophy":"Buy Undervalued Quality Stocks and Hold Long Term. They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":69.78022,"tradeVolumeEst":0},"themes":[{"themeId":"56fb0cefaf114db999394cc902e5580b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"ASML reports today—which metrics matter most in semis Q3 season?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":56fb0cefaf114db999394cc902e5580b}&rnconfig={\"headerBarHidden\": true}","description":"Semiconductor Q3 earnings season starts today: ASML reports October 14 a.m. ET, TSMC October 15 a.m. Watch ASML's EUV order book — the read on fabs' 12-to-18-month capex confidence — plus TSMC's CoWoS capacity constraints, full-year AI chip demand and margin guidance. Bulls say neither has signaled cooling demand; sustained guidance extends AI capex momentum. Bears say memory stocks just reeled from China's domestic DRAM breakthrough, and weak equipment orders would pressure the whole semiconductor chain. If ASML's order book disappoints, how far beyond semis does the damage spread?\n\n","image":"https://community-static.tradeup.com/news/9c397dff811c8c9e89bb4ef6d65b9239"}],"images":[{"img":"https://community-static.tradeup.com/news/e7e4d4fdbea934a6b67546cbf6be0403"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/e7e4d4fdbea934a6b67546cbf6be0403"}],"title":"","html":"<html><head></head><body>🌟🌟🌟I believe that <a href=\"https://ttm.financial/S/TSM\"> $Taiwan Semiconductor Manufacturing(TSM)$ </a>is likely to close Green, 5% to 10% post earnings.&nbsp; Why?&nbsp; TSMC has officially posted a record shattering Q3 revenue of NTD 1.49 trillion (USD 46.71 billion) on October 8.&nbsp; This represents a mind boggling 50% year on year increase.&nbsp; It also completely cleared the upper ceiling of TSMC's own Q3 guidance bracket of USD 44.6 billion to USD 45.8 billion.\n\nNet profit is projected to expand by 65%.&nbsp; This sheer financial dominance provides a rock solid floor that prevents the stock from turning flat or red.\nMorgan Stanley is predicting that TSMC's management will lift its full year 2026 revenue guidance up to the low to mid 40% range.&nbsp; This sends a clear message that the AI boom is not slowing down.\nExciting times are ahead for TSMC.🌈🌈🌈💰💰💰\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e7e4d4fdbea934a6b67546cbf6be0403\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟I believe that <a href=\"https://ttm.financial/S/TSM\"> $Taiwan Semiconductor Manufacturing(TSM)$ </a>is likely to close Green, 5% to 10% post earnings.&nbsp; Why?&nbsp; TSMC has officially posted a record shattering Q3 revenue of NTD 1.49 trillion (USD 46.71 billion) on October 8.&nbsp; This represents a mind boggling 50% year on year increase.&nbsp; It also completely cleared the upper ceiling of TSMC's own Q3 guidance bracket of USD 44.6 billion to USD 45.8 billion.\n\nNet profit is projected to expand by 65%.&nbsp; This sheer financial dominance provides a rock solid floor that prevents the stock from turning flat or red.\nMorgan Stanley is predicting that TSMC's management will lift its full year 2026 revenue guidance up to the low to mid 40% range.&nbsp; This sends a clear message that the AI boom is not slowing down.\nExciting times are ahead for TSMC.🌈🌈🌈💰💰💰\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/e7e4d4fdbea934a6b67546cbf6be0403\"></t-t></body></html>","text":"🌟🌟🌟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","highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/618268110516568","repostId":0,"isVote":1,"tweetType":1,"viewCount":239,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":719,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":618447448104968,"commentId":"618447448104968","gmtCreate":1791968647221,"gmtModify":1791969318580,"authorId":3479274804085724,"author":{"id":3479274804085724,"idStr":"3479274804085724","authorId":3479274804085724,"name":"blinkix","avatar":"https://static.tigerbbs.com/a70f12c6c7ca3e0f00f4b8fb561c5998","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":618268110516568,"objectIdStr":"618268110516568","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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.","text":"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.","html":"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.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}