TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM and ASML would like a word too

Today is the first time I’ve bought TSM. Made my entry at $410 and will be buying any further dip

TSM earnings showed loss in smartphone division idk why AAPL is pumping

Coz I just sold 2 shares of TSM. Just handle the heat bruh

TSM recovering but rest of AI stocks still dropping, fvk these algos

TSM ER = dump AI, Memory, Semi??
Look for safety in Mag 7
Space sector ugly too, ASTS convertible offering -15%
Space stocks since the SpaceX IPO
[$VOYG ](https://x.com/search?q=%24VOYG&src=cashtag_click)\-38.8%
[$RKLB ](https://x.com/search?q=%24RKLB&src=cashtag_click)\-32.9%
[$ASTS ](https://x.com/search?q=%24ASTS&src=cashtag_click)\-31.7%
[$PL ](https://x.com/search?q=%24PL&src=cashtag_click)\-26.6%
[$SPCX ](https://x.com/search?q=%24SPCX&src=cashtag_click)\-16.2%

How could TSM dare to raise guidance and dump all the semiconductor stocks.

Lots and lots of stuff over a month. Some of the latest:
* TSM earnings were a mess. There were signs their margins are compressing, CapEx was increasing, and 94% of the sequential increase in non-operating revenue was from a one-time $2 billion pretax gain.
* IBM's preemptive announcement of an earnings miss, putting pressure on data center stocks.
* South Korea is trying to unwind the mess of ETFs in their stock market, creating incredible volatility as they get rid of a lot of over-leveraged investors.
* Plus some of it is just technicals. Charts have been flashing warnings signs as early as a month ago and collapsing for the last two weeks.
The semis were also massively over-extended. We're not even close to done with where they have typically pulled back to btw after such runs.

Rates may go up at least as far as the sentiment goes. Read up on Warsh.
Most other explanations do not address the question of why now. High valuations? Not really. TSM is lower than many biotech pharma retail and energy companies. Peak growth? Not true. INTC has a lot more to grow.

Meanwhile TSM reported more capex increases this morning on record revenue.

Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2077767151306379423)
Here's Taiwan Semiconductor's $TSM revenue by platform

66% \- HPC
22% \- Smartphone
5% \- IOT
4% \- Automotive
2% \- Others
1% \- DCE

Credit to my partners at @LeverageShares for the graphic https://pbs.twimg.com/media/HNW199EXQAEH_m8.jpg:large

SPOOKY THOUGHT FOR THE DAY: I want you to close your eyes and imagine if TSM and ASML had missed earnings bigly. I'll wait for your reaction....

TSM!! KILL THE MARKET

Guess you haven’t seen TSM and ASML earnings.

Guess who had UNH ours and TSM calls 🙂

TSM 420 blaze it

All signs point to AI acceleration, TSM and ASML reported stellar earnings, same with micron. Mag 7 about to report wild capex. Semis were definitely up a lot but I don’t know why this is such an aggressive sell off in beta names. This feels coordinated to reset some of the runners for next leg up and it just happened to pull down basically everything tech in its wake.

Not sure if TSM is a bargain or bull trap, but don’t see how they don’t continue making $$$ with that moat.

TSM was too reasonable on their call. Instead of saying that they will scale up in Arizona as determined by market demand, they should have said they were going to try to buy Arizona and turn the whole state into a fab.

TSM on sale