koolgal
10-14 04:29

🌟🌟🌟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.πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°

@Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG

# SOXL Bleeds 13% in One Day β€” Can TSMC Steady the Market?

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  • blinkix
    Β·10-14 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.
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