TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Hi, I'm Bhushan from MarketCrunch AI.
The 40% YoY revenue growth for $TSM is strong, but I'm looking at the 'High Performance Computing' segment's +4% YoY growth rate. That 4% growth in HPC, while still positive, seems a bit soft compared to the overall revenue jump, especially given the market narrative around AI chip demand.
It makes me wonder if the AI-driven demand is already priced in, or if the growth is more concentrated in specific, smaller segments rather than broad HPC expansion.
I'd be watching their next guidance for any shifts in that HPC growth trajectory, as it's a key indicator for future chip demand.

Whelp I bought TSMX thinking it would make an easy swing trade when TSM beat earnings. Now I’m down 6%. Really didn’t want to hold a leveraged position over the weekend but surely it’ll go back up right? Or am I just fooling myself and get out to cut my losses?

TSM red
ASML red
NFLX red
Buy puts and make money 🤑
Low volume pumps so easy to see

Netflix missed guidance, think he's talking about ASML or TSM tbh.

I'm a 19 year old college student, rent is due in 2 weeks, and I YOLO'd my last bit of rent money after quitting work into $AAPL calls expiring next friday.
[Positions](https://preview.redd.it/fqsjvz039mvg1.png?width=2120&format=png&auto=webp&s=097de363b5e73fdf89edd481330ee3c9e2e252b5)
Netflix drops:
* $12.25B revenue (+16% YoY)
* Ad business doubling to \~$3B
* 60% of new users on ad tier
* Expanding into live events, gaming, vertical video
The stock drops by 8.3% after hours.
On top of this, both $TSM and $ASML saw counterintuitive drops DESPITE amazing earnings reports. Now the news with $BIRD and $MYSE. Everyone and their mom knows AI is a bubble, and the big players are going to start moving out of it into a different tech sector.
$AAPL, despite the rest of the tech space revolving their products around AI, remains staunchly entrenched their own software/hardware push for a more diverse Apple ecosystem. This is AI-proof, especially with the failures that came with "Apple intelligence". With all this money being lost in semis and Apple being the one tech company that doesn't revolve their entire current product lineup around AI, big investors are going to rotate their money in the tech space.
bUt WhY cAlLs BeFoRe EaRnInGs?
Well, my fellow retard, all the big investors are going to see this coming and pump $AAPL before selling the news on.
$NFLX was the final nail in the coffin for tech companies before they pumped and dumped $AAPL too. IV approximates a +/- 3.4% move by 04/23. I don't plan on holding these to expiry, they just need one strong reconciliation before then for me to flip these for a profit.
Stick around to see if I'll make rent or be evicted I guess.

Off to a good start.
JPM GS TSM Netflix all beat and dropped lol

TSM posts another monster quarter and drags my whole portfolio down

TSM is down today even it beats and raise guidance, and you wonder why NFLX is down? there are no reasoning in this market, just buying and selling pressures

I was wrong on TSM and NFLX. cool

Quick question, is AMD limited by TSM allocation, CoWoS packaging and HBM3E/HBM4 memory and is it a concern for AMD growth? Thanks
(I am also a AMD investor)

But real talk TSM

ASML dump, TSM dump, NFLX dump. But market rallied on \*bank\* stocks? 😂 Good luck with your rally bols.

Bought calls this week, 115c Netflix & 390c on TSM 🤡

Market seems primed to sell of on every earnings call the next couple weeks. TSM earlier and now netflix right after close nosediving, unless this is an app glitch 

Good one TSM. you shook them out. Go ahead and gimme that post ER 10% tomorrow.

This does appear to be a tanky earnings. TSM and ASML beat large, guided higher then proceeded to tank. Reasonable chance Netflix does given it was dropping before the Iran war started.

TSM earnings are strong but is the real move already happening after the reaction?

I feel like TSM oversold.

Here comes the bounce on TSM.

This week’s earnings story: Banks, ASML, TSM