To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$  🎯 Executive Summary I’m convinced that Taiwan Semiconductor Manufacturing Company ($TSM) remains the heartbeat of global AI hardware despite short-term moderation in growth. October sales rose +16.9 % YoY to NT$367.47 B, signalling steady expansion even as the quarterly growth rate cooled from the explosive +41 % pace in Q3. This marked the slowest growth since February ’24 but remained in line with expectations. Q3 earnings were exceptional; revenue hit $33.1 B (+10.1 % QoQ / +40 % YoY), EPS $2.92 per ADR, and net income $15.1 B. Gross margin 59.5 %, a 200 bps beat above guidan

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$  🎯 Executive Summary I’m convinced that Taiwan Semiconductor Manufacturing Company ($TSM) remains the heartbeat of global AI hardware despite short-term moderation in growth. October sales rose +16.9 % YoY to NT$367.47 B, signalling steady expansion even as the quarterly growth rate cooled from the explosive +41 % pace in Q3. This marked the slowest growth since February ’24 but remained in line with expectations. Q3 earnings were exceptional; revenue hit $33.1 B (+10.1 % QoQ / +40 % YoY), EPS $2.92 per ADR, and net income $15.1 B. Gross margin 59.5 %, a 200 bps beat above guidan