To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed

$SOXL 20251024 57.0 CALL$ expired worthless thanks to the rally ❤️

The release of Taiwan Semiconductor Manufacturing Company’s (ticker: $Taiwan Semiconductor Manufacturing(TSM)$ ) third quarter (Q3) results for its Fiscal Year (FY) 2025 on the 16th of October 2025 prompted different market reactions in the U.S. vis-à-vis its Taiwan-listed ticker (“2330.TW”): While the Taiwan-listed ticker soared before moderating in the present week, the U.S.-listed ticker (wherein each ADS comprises of 5 ordinary shares) showed a distinctly bearish flavour. The factors behind this are directly related to the outlook on AI chip buy-ins as well as the ongoing U.S.-China trade tensions. Trend Analysis Taiwanese investors weren’t entirely unjustified, as trends in the year till date indicate relative to the previous FY. As of the fir

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Buy buy buy buy buy buy

Yes see growth for the next 4Q at least 

$Taiwan Semiconductor Manufacturing(TSM)$ 's record profit is a positive sign for $NVIDIA Corp(NVDA)$ due to their close business relationship and growing demand for AI chips. This may lead to: - Increased production capacity - Improved supply chain stability - Potential cost benefits - Stronger partnership This could ultimately benefit Nvidia's business and financial performance. $NVDL 20251024 109.0 CALL$  

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$NVDL 20251017 67.0 PUT$ expired worthless. waiting for post earnings volatility to strategize again. thank you for the weekend pocket money

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East Asia  LCU YTD return: +23.36% ·         Despite declining -2.08% in USD WTD, $CSOP LOW CARBON US$(LCU.SI)$ gained 23.36% in USD YTD. ·         WTD performance was weighed by US-China trade jitters and Japanese political turmoil. SQU YTD return: +7.17% ·         Despite declining -2.02% in USD WTD, $CSOP SEA TECH ETF US$(SQU.SI)$ gained 7.17% in USD YTD. ·         WTD decline was led by EMTK, Inari Amertron and Venture Corp.  Despite Inari Amertron’s decline WTD, its target price was raised by TA Securities as its primary American

$Taiwan Semiconductor Manufacturing(TSM)$   Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-

Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-Russia Trade Shift: Crude prices rose 1% after President Trump said India would halt Russian oil imports, signaling potent

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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 r

$Taiwan Semiconductor Manufacturing(TSM)$   Foundry capacity is full. Wafers capacity is close to maximum.  Too many orders, so Tier 1 customers get in first.  This is the semicon boom cycle.  Like during COVID, suddenly everyone is ordering so many wafers and chips (not waffles and potato chips). Then when boom turn into bust, after 2 years later, Too much inventory. We'll probably see the same.  Enjoy this period first. Remember to take profits when valuation too high. Trim of you don't want to exit fully. 

I'm incredibly excited about TSMC's $Taiwan Semiconductor Manufacturing(TSM)$   record profits for Q3 2025, and I remain bullish on the company. With a net profit of NT$452.3 billion, up 39.1% from NT$325.26 billion last year, it's clear that TSMC is capitalizing on strong demand across multiple sectors. The 30.3% revenue growth to NT$9,899.2 billion and a record-high gross margin of 59.5%—well above the expected 57.1%—demonstrate the company's robust financial health and operational efficiency. This performance solidifies my confidence in TSMC's leadership in the semiconductor industry. Looking at the business segments, I see even more reasons for optimism. The 20% growth in IoT and 19% in smartphone revenu

$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed

The release of Taiwan Semiconductor Manufacturing Company’s (ticker: $Taiwan Semiconductor Manufacturing(TSM)$ ) third quarter (Q3) results for its Fiscal Year (FY) 2025 on the 16th of October 2025 prompted different market reactions in the U.S. vis-à-vis its Taiwan-listed ticker (“2330.TW”): While the Taiwan-listed ticker soared before moderating in the present week, the U.S.-listed ticker (wherein each ADS comprises of 5 ordinary shares) showed a distinctly bearish flavour. The factors behind this are directly related to the outlook on AI chip buy-ins as well as the ongoing U.S.-China trade tensions. Trend Analysis Taiwanese investors weren’t entirely unjustified, as trends in the year till date indicate relative to the previous FY. As of the fir

$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ In this article, I’m going to share why I’ve been following $TSM closely. There’s a confluence of powerful catalysts unfolding across technicals, fundamentals, and options flow that signals something much larger is brewing beneath the surface. ✨ Explosive Options Flow Lights the Fuse I’m starting with what immediately caught my attention today. A single buyer stepped in for $413K worth of TSM $325 weekly calls, expiring 17Oct25, during a 10-minute burst where 2,151 contracts traded with an average fill of $1.64. That kind of focused premium deployment, especially ahead of earning

$Taiwan Semiconductor Manufacturing(TSM)$ is set to release its fiscal Q3 2025 Earnings for reporting period (July 1, 2025 – September 30, 2025) on 16 October 2025 before market open. Revenue: The consensus estimate is $31.5 billion, with some reports citing a higher figure of $32.07 billion. Both numbers fall within TSMC's own guidance range of $31.8 billion to $33 billion. TSMC has already reported its preliminary monthly sales for the quarter, indicating a total revenue of $32.3 billion, which is above the average analyst estimate. Earnings Per Share: The consensus EPS estimate is $2.63 per ADR, representing a significant year-over-year increase. Some estimates show a slightly lower figure of $2.59.  TSMC's Q2 2025 Earnings: AI-Fueled Beat

Earnings Calendar (13Oct25) Upcoming Corporate Earnings Outlook: Q3 2025 The start of the Q3 2025 earnings season is imminent, with a primary focus on the financial sector and key global technology players this week. Financial Sector Focus The major catalyst for market movement will be the reporting from prominent financial institutions. Key banking and financial giants scheduled to report include: Major Commercial and Investment Banks: J.P. Morgan, Goldman Sachs, Wells Fargo, and Citi. Asset Management and Services: BlackRock and State Street. Financial Services: American Express. The performance of these institutions will provide critical insights into loan growth, capital market activity, and the broader financial health of the economy. Key Technology and Industry Reports Beyond the ban

$Taiwan Semiconductor Manufacturing(TSM)$   Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-

East Asia  LCU YTD return: +23.36% ·         Despite declining -2.08% in USD WTD, $CSOP LOW CARBON US$(LCU.SI)$ gained 23.36% in USD YTD. ·         WTD performance was weighed by US-China trade jitters and Japanese political turmoil. SQU YTD return: +7.17% ·         Despite declining -2.02% in USD WTD, $CSOP SEA TECH ETF US$(SQU.SI)$ gained 7.17% in USD YTD. ·         WTD decline was led by EMTK, Inari Amertron and Venture Corp.  Despite Inari Amertron’s decline WTD, its target price was raised by TA Securities as its primary American

Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-Russia Trade Shift: Crude prices rose 1% after President Trump said India would halt Russian oil imports, signaling potent

AI hyperscaler capex is set to nearly triple to $1.4T by 2027, this might fueled a multi-year demand wave for semiconductors and infrastructure. So in this article, I would like to share my thoughts about positioning for a multi-year AI/hyperscaler capex cycle. We will be looking at these three ETFs (SMH, SOXX, WTAI) with their key facts and exposures, also tried to see which practical pairing strategies (portfolio mixes), tradeoffs, and suggest guardrails (rebalancing, risk controls, implementation notes). 1) The Demand Thesis (What Is Driving The Idea) Several institutional reports and news pieces project very large AI / data-center / hyperscaler infrastructure spending over the next few years — e.g., Bain and others argue the data-centre + AI hardware/software market could approach ~$1.

ASML Earnings Preview: China, Intel, and Its Forecast $ASML Holding NV(ASML)$  , the global leader in semiconductor lithography equipment, is set to report its third-quarter earnings before the market opens on October 15. Year-to-date, ASML's stock has outperformed the $PHLX Semiconductor Index (.SOX.US)$ , and major Wall Street firms like $Wells Fargo & Co (WFC.US)$ and $JPMorgan (JPM.US)$ have recently raised their price targets ahead of the report. Option Market Signals With ASML set to report its third-quarter earnings, the options market is flashing clear signals of heightened anticipation and investor anxiety. The sharp spike in Implied Volatility to 51.13%—notably above the Historical Volatility of 45

As $Taiwan Semiconductor Manufacturing(TSM)$ approaches its October 16 earnings release, investors are positioning for upbeat signals on artificial intelligence uptake and supply bottlenecks in advanced nodes and advanced packaging. Analysts anticipate the company will project fourth-quarter sales holding steady from the prior period, elevating full-year 2025 dollar-based expansion to the mid-30% zone—far surpassing earlier projections. Management is poised to express optimism regarding data center AI traction, highlighting persistent shortages in 3nm/2nm fabrication and CoWoS through 2026, without delving into next year's formal forecasts or spending plans just yet. Expect reaffirmation of Arizona facility timelines, alongside dism

$Taiwan Semiconductor Manufacturing(TSM)$ After a stunning rally that made it one of the most valuable companies in Asia, Taiwan Semiconductor Manufacturing Co. (TSMC) is back in focus ahead of its third-quarter earnings on October 16. The world’s largest contract chipmaker — and the backbone of the global semiconductor supply chain — faces a delicate balancing act this quarter: sustaining explosive AI-driven demand while grappling with persistent capacity constraints in 3-nanometer (3nm) production and advanced packaging technologies. Following a sharp 6% selloff to $280 on Friday, investors are asking the same question — was this a healthy pullback or the start of a deeper correction? The answer may hinge on how well TSMC reassures the market abo

Why I doubled down on ASML in July’s crash... and see more upside ahead. $ASML Holding NV(ASML)$  In mid-July, ASML shares were hit hard after management warned that 2026 growth could slow due to export controls and delayed capex from customers. The stock dropped sharply, and sentiment soured overnight. While many took profits or sat out, I saw an opportunity. I bought the dip, and here’s why I’m still holding with conviction today. 1. The drop was fear, not fundamentals ASML’s Q2 numbers were actually solid. Net sales came in at €7.7 billion, gross margin at ~53.7 %, and net bookings reached €5.5 billion, including fresh EUV orders. The sell-off wasn’t about operational weakness, but investor nerves over trade policy. To me, that made t

I'm incredibly excited about TSMC's $Taiwan Semiconductor Manufacturing(TSM)$   record profits for Q3 2025, and I remain bullish on the company. With a net profit of NT$452.3 billion, up 39.1% from NT$325.26 billion last year, it's clear that TSMC is capitalizing on strong demand across multiple sectors. The 30.3% revenue growth to NT$9,899.2 billion and a record-high gross margin of 59.5%—well above the expected 57.1%—demonstrate the company's robust financial health and operational efficiency. This performance solidifies my confidence in TSMC's leadership in the semiconductor industry. Looking at the business segments, I see even more reasons for optimism. The 20% growth in IoT and 19% in smartphone revenu

🌟🌟🌟TSMC $Taiwan Semiconductor Manufacturing(TSM)$  isn't just a chipmaker.  It is the world's largest foundry for advanced semiconductors, the silent architect behind Nvidia $NVIDIA(NVDA)$  AI, $Advanced Micro Devices(AMD)$  GPUs,  Apple's silicon and the servers powering tomorrow's AI.    On Friday, TSMC dropped 6% to USD 280.66, triggering a wave of doubt in a market already melting.  But this isn't just a price drop.  It is a conviction checkpoint. AI Momentum vs Supply Strains : Revenue : USD 32.47 billion up 30% YoY, beating

$Taiwan Semiconductor Manufacturing(TSM)$ will report its Q3 2025 earnings before the U.S. market opens on October 16 (Thursday).Analysts expect strong results — about NT$965.8 billion in revenue and NT$404.2 billion in profit (around US$13.5 billion).🔍 What to ExpectAI demand is still booming. TSMC’s 3-nanometer chips are running at almost full capacity, and its advanced packaging lines are completely booked. Even with a stronger Taiwan dollar, most analysts think TSMC’s profit margin will stay above 55%. Overall profit may jump 28% from last year, hitting another record high.Big banks like Morgan Stanley, Bank of America, and Barclays all raised their price targets to $330, calling TSMC the key winner in the global AI chip race.Still, investors a

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in Focus on Wall Street. On October 13, Mizuho reiterated Nvidia as Outperform and raised its price target $225 per share from $205. Mizuho analyst Vijay Rakesh continues to view Nvidia as a leader in the artificial intelligence market, with the firm forecasting more than $300 billion in AI data center revenue by 2028. According to Rakesh, “Neocloud budgets” are “increasingly strained by Rubin/Instinct pricing as customers sharpen focus on ROI,” which signifies competitive pricing pressures in the market. “We also see Neocloud budgets increasingly strained by Rubin/Instinct pricing as customers sharpen focus on ROI. We continue to see AVGO, NVDA best-positioned while AMD’s OAI deal suggest upside potential. Raising AMD Estimates

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 r

I expect TSMC to deliver another strong quarter, with results underscoring its dominance in the AI semiconductor supply chain. The company’s near-full utilisation of 3-nanometre capacity and fully booked CoWoS packaging lines suggest robust demand from major customers such as Nvidia, Apple, and AMD. Even with currency headwinds,5 TSMC’s gross margin is likely to stay comfortably above 55%, reflecting its strong pricing power and advanced technology moat. Tariff exposure and how new U.S.–China measures could affect export flows. Arizona fab ramp-up — any acceleration would strengthen investor confidence in TSMC’s global diversification. 2025 guidance updates, especially if management raises its AI-related revenue forecast again. Unless there is a major surprise on tariffs or FX impact, I e

$Taiwan Semiconductor Manufacturing(TSM)$ will report its Q3 2025 results before the market opens on Thursday, 16 October. The company’s preliminary sales data has confirmed it is a strong quarter. Closing price at USD323.88 should not be a problem. The real test is profitability. The market will be looking for any sign that the company’s pricing power can keep margins intact. The company’s growth durability is critical. Thanks @Tiger_Earnings @TigerStars @Tiger_comments @Tiger_SG