$Taiwan Semiconductor Manufacturing(TSM)$ Good morning. This time I didn't wake up smiling; I couldn't sleep after napping for hours after landing. Let me repeat: Gross Margin 66.25%, Operating Margin 58.10%, Net Profit Margin 50.48%, calculated after filling in the spreadsheet. The guidance for Q2 is: Gross Margin 65.5-67.5%, Operating Margin 56.5-58.5%, Revenue $39-40.2bn. Prices for certain chemicals and gases are likely to increase in Q2, but it's too early to gauge the impact as the war isn't over yet. Efforts will be made to keep energy supply stable in Taiwan. LNG is secured for April, May, and almost June, with July under planning. Not a near-term problem. 2026 revenue growth is now expected to be above 30%, versus the previous view of
$Advanced Micro Devices(AMD)$ Lisa Su will deliver blowout earnings and forecast in a few weeks, just like she always does. AMD is about to enter its hockey stick growth phase, similar to what Nvidia and Broadcom did a few years ago. Look at their stock performances, and that's what AMD stock will likely resemble very soon.
$Taiwan Semiconductor Manufacturing(TSM)$ Uncle wanting TSMC to hit $385.65 in two days isn’t about prediction; it’s about TSMC rejoining the $2T market cap club. Stick around the board long enough, and you might understand what Uncle’s really talking about—though you could go nuts before that.
$NVIDIA(NVDA)$ I believe in NVDA's product and management; it's the core of my portfolio. Since I've invested in companies where NVDA has put money, including INTC, following the leader can be profitable. Recognizing talent in others is a talent in itself.
$Taiwan Semiconductor Manufacturing(TSM)$ With 2 trading days left ahead of TSMC's earnings and guidance, what other conspiracy theories can they come up with? Tell me more about America building foundries everywhere near you to fight against TSMC's dominance in AI chips. To tell you the truth, it's not just the chips; it's more advanced packaging that matters. Any dip on TSMC should be treated as the market trying to borrow money that was supposed to be invested in TSMC, and borrowing money needs to be repaid dearly, that includes shares borrowed to short TSMC.
$NVIDIA(NVDA)$ Oil will soon return to $66 a barrel, then the shorts will find something else to complain about. That's a promise from me to you people.
I've seen that $SLB Ltd(SLB)$ and $NVIDIA(NVDA)$ have been collaborating since 2008, focusing on creating AI infrastructure and domain-specific models for the energy sector. They are now expanding this partnership. The firms will concentrate on three main areas: building infrastructure for AI factories, developing generative AI models tailored for energy applications, and ensuring $SLB Ltd(SLB)$ 's digital platforms can manage massive data volumes more efficiently. This work involves integrating $NVIDIA(NVDA)$ 's AI software, such as Omniverse and Nemotron models, with
$NVIDIA(NVDA)$ 's accelerated computing and simulation technologies, along with $ABB Ltd(ABB)$ 's robotics, have removed the last barriers to making industrial and physical AI a reality at a global scale by closing the sim-to-real gap.