TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM THAT'S THE WRONG WAY REEEE

my TSM put might actually hit. wow. 352.5 4/24

What is TSM saying, or being said about them? Not the best market reaction so far and TOS isn’t showing anything.

TSM just went red.

I have started to DCA out from individual tech stocks that I was holding, especially MU and TSM, with the objective of selling them all until July slowly. 
I am keeping MSFT, AAPL and SPY positions, but I won't be adding more for the moment.
I will be half accumulating cash, half buying KO and PEP. Feels like it can be a good time for boring stocks.

I'm guessing you're still awake. TSM beat everything. EPS $3.51 actual against the $3.36 expected. Everything is raised guidance.

Where are all the war mongering folk who claim TSM is too vulnerable to China risk?

Dang it TSM lol

This cant be it for TSM right? Wheres the furious move up/down?

I think the ASML reaction is more about positioning + guidance sensitivity than a clean read-through for TSM. ASML sits earlier in the cycle, so any softness in bookings or cautious commentary tends to get punished more.
For TSM, the key is still AI-driven demand vs. weakness in the rest of semis. If they reaffirm strong advanced node demand (esp. tied to NVIDIA) and keep margins stable, the downside might be limited. But if guidance is even slightly conservative, I can see a similar “good but not good enough” reaction.
Feels like expectations are high, so direction probably comes down to how confident management sounds about forward demand rather than the actual numbers.

“Little to no revenue”. Bro have you even looked at earnings? TSM just posted 58% yoy growth. MU is about to post 900% growth lmao. GOOG, MSFT, META, NVDA, all still growing. Fintech stocks are growing 50%-100% yoy. Even fucking reddit is growing at an insane speed. If you think some random AI shit stock like allbirds is going to zero than I’m with you, but if you’re sitting on the sideline thinking companies aren’t posting insane revenue you’re quite literally a dumbass. Is AI spend eventually going to slow down? Yeah of course. Is it going to happen anytime soon? No. So why sit on the sidelines and miss out on a generational opportunity

Why TSM acting like that

$TSM TSMC
Revenue US$35.9B up 35.1% YoY
Gross Margin 66.2% vs guide 63% - 65% -BEAT
Opng Margin 58.1% vs guide 54% - 56% -BEAT
Net Profit US$18.1B vs expected $17B -BEAT

Most probably going to be sell the news on chip stocks but TSM is gaining because it was speculated that helium supply impact from Iran war might affect this quarter performance. And moreover it proves that companies have not slowed down on AI capex even during energy crises.

Never bet against TSM. Long

TSM just pushed us to new highs, u beautiful bastard

TSM was meh. QQQ going to rip hifbwr

Bro this TSM call hasn’t mentioned league of legends once wtf

Not yet. TSM guidance is not out yet. That's what matters

I'm guessing since every company that was doing business with them was desperately trying to get every possible square millimeter of wafer out of TSM so much so that entire companies dropped entire product lines to pump GPUs, TSM has to be beating earnings. ASML blew out earnings and people only buy billion dollar lithography machines if they think they're gonna need it for a long time.