TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

MM shook out TSM option holders and now buy it back up. Idiots. AI IS DEAD.

Are you talking about TSM? would love to know who the big winners might be

They design their own chips on the ARM Architecture and use TSM to produce them. Intel design their own chips on the x86 architecture which they and AMD owns together

Some stocks are only available on invest. TSM for example

I hope Intel does well, nothing worse then having a monopoly and also competition is the best way to get innovation. Tho id argue Samsung is closer to TSM then Intel on Foundries

TSM gonna recover

I just don’t understand why TSM didn’t raise its price and take a piece of what NVDA is milking…?

You should have TSM in here lol.
Otherwise my picks are GOOGL, AMZN, and NVDA.

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.