To The Moon

Performance of Global Equity Indices(in US Dollar) Source: Bloomberg, Tiger Brokers U.S. Inflation Cools Surprisingly, Market Worries Ease Slightly, but Trading Opportunities Remain. Last week, the December U.S. inflation data was released, showing a slight cooling compared to the previously robust economic data. Specifically, the nominal CPI rose 2.9% year-on-year, higher than the prior reading but within expectations. The main driver of this increase was energy prices, influenced by short-term volatility and lacking long-term persistence. Source: Bloomberg, Tiger Brokers Meanwhile, core CPI rose 3.2% year-on-year, exceeding the prior reading but slightly below expectations. Within core CPI, core goods continued to cool, while core services remained relatively resilient, especially the ho

I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, Complied by Tiger Brokers II. Key Market Themes i. U.S. Inflation Cools Surprisingly, Market Concerns Ease Slightly, Opportunities Remain Last week, U.S. December inflation data was released, showing a slight cooling compared to previously strong economic indicators. Specifically, headline CPI rose 2.9% year-over-year, higher than the prior figure but in line with expectations. Notably, the increase was primarily driven by energy prices, which are subject to short-term volatility and lack long-term persistence. Meanwhile, core CPI increased 3.2% year-over-year, exceeding the prior figure but slightly below expectations. Core goods prices continued to cool, while core services remained resilient, particularly

$Taiwan Semiconductor Manufacturing(TSM)$  it seems steady as she goes with this stock not as interesting as other semi conductor stocks like the slightly volatile Nvidia as a firm favourite for traders

$Taiwan Semiconductor Manufacturing(TSM)$  The world's largest supplier of made-to-order chips gave investors an upbeat outlook and delivered fourth quarter earnings that beat analysts' estimates.  The supplier to $Apple(AAPL)$ , and $NVIDIA(NVDA)$ known as TSMC forecast revenue in the first quarter to reach $25 billion to $25.8 billion, bolstered by robust demand for chips that power artificial intelligence (AI) applications. That exceeded the $24.6 billion Bloomberg consensus.  The company also predicted gross margin could be between 57% to 59%, the midpoint of which is higher than the 57.2% analysts were anticipating, according to estim

$Taiwan Semiconductor Manufacturing(TSM)$  yes up more than 10% from here 

$Taiwan Semiconductor Manufacturing(TSM)$  One of the most important clogs in the chain of computer technology, it is undervalued mainly due to the fact that it is not based in the US. However, it will continue to shine. 

$Taiwan Semiconductor Manufacturing(TSM)$  Great

$Taiwan Semiconductor Manufacturing(TSM)$   But NVDA is so screwed lol 

$Taiwan Semiconductor Manufacturing(TSM)$   tsmc is one of the most important semiconductor companies in the world with strong financial performance.  Almost all tech firms like Apple, Nvidia, Google, Microsoft, etc are the main customers getting essential supplies from tsmc.  The stock have been fluctuating recently due to the geopolitical tensions between US and China. Overall, it is the strong and well established business in the world with rigid fundamental data. 

$Taiwan Semiconductor Manufacturing(TSM)$  yes will keep on going

$Taiwan Semiconductor Manufacturing(TSM)$  Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, has once again impressed investors with an earnings beat. This strong performance has sparked speculation about whether TSMC’s stock will hit an all-time high today. With its market dominance and a bright outlook for the semiconductor industry, let’s dive into the key drivers behind TSMC’s success and its potential to reach new heights. TSMC’s Earnings: A Blowout Quarter TSMC reported revenue and profit figures that exceeded analysts’ expectations. The company showcased growth driven by strong demand for advanced chips, solidifying its position as a cornerstone of the global semiconduct

$Taiwan Semiconductor Manufacturing(TSM)$  Hi it good news for that 

$Taiwan Semiconductor Manufacturing(TSM)$ 4Q2024 Earnings Highlight:1. CoWoS demand growth, denial of order cutsStrong demand driver: Demand for CoWoS technology is growing significantly, with a surge in orders from customers such as NVIDIA, and CoWoS-L demand is expected to grow 1018% year-on-year in 2025.Capacity expansion plan: TSMC expects to increase its monthly capacity to 75,000 wafers by the end of 2025 to cope with the continuously growing market demand.2. Strong performance in packaging and memory markets, strong demand in FY25Packaging business expansion: strong demand for HPC and AI chips, advanced packaging business revenue share increased from 8% to over 10%. over 10% revenue share by 2024, demand expected to grow 113% by 2025.Memory

TSM has posted a record-breaking net profit of T$374.68 billion ($11.4 billion) for the quarter ending December 31, marking the highest-ever quarterly earnings for the company. This impressive result closely matched the T$377.95 billion estimate from LSEG SmartEstimate, which is derived from the forecasts of 22 analysts. SmartEstimates place more emphasis on predictions from analysts with a proven track record of accuracy, highlighting the reliability of these forecasts. The stock performed well on the back of the strong earnings report, closing at $206.80 yesterday, a 2.66% increase from the previous day. In the after-hours overnight market, TSM's price rose further, hovering around $220. The stock is currently trading near its 52-week high of $222.20, with the 52-week range spanning from

Summary of Performance: Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading contract chipmaker, reported stellar results for Q4 2024, significantly surpassing market expectations. TSMC announced a net profit of NT$374.7 billion (approximately $11.4 billion), beating the consensus estimate of NT$369.8 billion. Revenue for the quarter reached NT$8684.6 billion ($26.36 billion), marking a 39% increase year-over-year. These figures reflect the company's robust performance, driven by high demand in key sectors. Sector Expansion Insights from Earnings: Artificial Intelligence (AI): The rapid growth in AI hardware demand was a major contributor to TSMC's strong performance. With AI applications expanding across various industries, TSMC's role as a primary supplier of chips used

I guessed TSMC should bull up tonight by about 5 to 10%+ in view of its increasing revenue from the AI wave. Recent Dec revenue alone is already about SGD $11.5 bil, which is quite significant indeed in comparison to other conglomerate companies. The numbers speak for themselves. Cheers TSMC ! [Smile] [Smile] [Smile]

qqq

$Taiwan Semiconductor Manufacturing(TSM)$  earnings expectations are high here maybe detrimental to the sector but could be opportunity to get good prices⭐

Can TSMC’s Earnings Meet Expectations? Taiwan Semiconductor Manufacturing Company (TSMC) has long been regarded as the crown jewel of the semiconductor industry, producing advanced chips that power everything from smartphones to high-performance computing and artificial intelligence (AI) systems. As one of the most significant players in global technology, TSMC’s quarterly earnings are closely monitored by investors, tech companies, and analysts alike. The question looming ahead of its next earnings release is: Can TSMC meet or exceed expectations in the current market environment? Key Factors Driving Expectations 1. Softening Demand in Consumer Electronics TSMC has faced challenges in recent quarters due to a slowdown in demand for consumer electronics. Global economic uncertainty and inf

Good ⭐⭐⭐

Performance of Global Equity Indices(in US Dollar) Source: Bloomberg, Tiger Brokers U.S. Inflation Cools Surprisingly, Market Worries Ease Slightly, but Trading Opportunities Remain. Last week, the December U.S. inflation data was released, showing a slight cooling compared to the previously robust economic data. Specifically, the nominal CPI rose 2.9% year-on-year, higher than the prior reading but within expectations. The main driver of this increase was energy prices, influenced by short-term volatility and lacking long-term persistence. Source: Bloomberg, Tiger Brokers Meanwhile, core CPI rose 3.2% year-on-year, exceeding the prior reading but slightly below expectations. Within core CPI, core goods continued to cool, while core services remained relatively resilient, especially the ho

I. Performance and Valuation of Global Equity Indices Data Source: Bloomberg, Complied by Tiger Brokers II. Key Market Themes i. U.S. Inflation Cools Surprisingly, Market Concerns Ease Slightly, Opportunities Remain Last week, U.S. December inflation data was released, showing a slight cooling compared to previously strong economic indicators. Specifically, headline CPI rose 2.9% year-over-year, higher than the prior figure but in line with expectations. Notably, the increase was primarily driven by energy prices, which are subject to short-term volatility and lack long-term persistence. Meanwhile, core CPI increased 3.2% year-over-year, exceeding the prior figure but slightly below expectations. Core goods prices continued to cool, while core services remained resilient, particularly

$Taiwan Semiconductor Manufacturing(TSM)$  Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, has once again impressed investors with an earnings beat. This strong performance has sparked speculation about whether TSMC’s stock will hit an all-time high today. With its market dominance and a bright outlook for the semiconductor industry, let’s dive into the key drivers behind TSMC’s success and its potential to reach new heights. TSMC’s Earnings: A Blowout Quarter TSMC reported revenue and profit figures that exceeded analysts’ expectations. The company showcased growth driven by strong demand for advanced chips, solidifying its position as a cornerstone of the global semiconduct

Summary of Performance: Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading contract chipmaker, reported stellar results for Q4 2024, significantly surpassing market expectations. TSMC announced a net profit of NT$374.7 billion (approximately $11.4 billion), beating the consensus estimate of NT$369.8 billion. Revenue for the quarter reached NT$8684.6 billion ($26.36 billion), marking a 39% increase year-over-year. These figures reflect the company's robust performance, driven by high demand in key sectors. Sector Expansion Insights from Earnings: Artificial Intelligence (AI): The rapid growth in AI hardware demand was a major contributor to TSMC's strong performance. With AI applications expanding across various industries, TSMC's role as a primary supplier of chips used

TSM has posted a record-breaking net profit of T$374.68 billion ($11.4 billion) for the quarter ending December 31, marking the highest-ever quarterly earnings for the company. This impressive result closely matched the T$377.95 billion estimate from LSEG SmartEstimate, which is derived from the forecasts of 22 analysts. SmartEstimates place more emphasis on predictions from analysts with a proven track record of accuracy, highlighting the reliability of these forecasts. The stock performed well on the back of the strong earnings report, closing at $206.80 yesterday, a 2.66% increase from the previous day. In the after-hours overnight market, TSM's price rose further, hovering around $220. The stock is currently trading near its 52-week high of $222.20, with the 52-week range spanning from

$Taiwan Semiconductor Manufacturing(TSM)$ 4Q2024 Earnings Highlight:1. CoWoS demand growth, denial of order cutsStrong demand driver: Demand for CoWoS technology is growing significantly, with a surge in orders from customers such as NVIDIA, and CoWoS-L demand is expected to grow 1018% year-on-year in 2025.Capacity expansion plan: TSMC expects to increase its monthly capacity to 75,000 wafers by the end of 2025 to cope with the continuously growing market demand.2. Strong performance in packaging and memory markets, strong demand in FY25Packaging business expansion: strong demand for HPC and AI chips, advanced packaging business revenue share increased from 8% to over 10%. over 10% revenue share by 2024, demand expected to grow 113% by 2025.Memory

$Taiwan Semiconductor Manufacturing(TSM)$  The world's largest supplier of made-to-order chips gave investors an upbeat outlook and delivered fourth quarter earnings that beat analysts' estimates.  The supplier to $Apple(AAPL)$ , and $NVIDIA(NVDA)$ known as TSMC forecast revenue in the first quarter to reach $25 billion to $25.8 billion, bolstered by robust demand for chips that power artificial intelligence (AI) applications. That exceeded the $24.6 billion Bloomberg consensus.  The company also predicted gross margin could be between 57% to 59%, the midpoint of which is higher than the 57.2% analysts were anticipating, according to estim

$Taiwan Semiconductor Manufacturing(TSM)$  it seems steady as she goes with this stock not as interesting as other semi conductor stocks like the slightly volatile Nvidia as a firm favourite for traders

$Taiwan Semiconductor Manufacturing(TSM)$  One of the most important clogs in the chain of computer technology, it is undervalued mainly due to the fact that it is not based in the US. However, it will continue to shine. 

$Taiwan Semiconductor Manufacturing(TSM)$  yes up more than 10% from here 

$Taiwan Semiconductor Manufacturing(TSM)$   tsmc is one of the most important semiconductor companies in the world with strong financial performance.  Almost all tech firms like Apple, Nvidia, Google, Microsoft, etc are the main customers getting essential supplies from tsmc.  The stock have been fluctuating recently due to the geopolitical tensions between US and China. Overall, it is the strong and well established business in the world with rigid fundamental data. 

$Taiwan Semiconductor Manufacturing(TSM)$  Great

$Taiwan Semiconductor Manufacturing(TSM)$   But NVDA is so screwed lol 

$Taiwan Semiconductor Manufacturing(TSM)$  yes will keep on going

$Taiwan Semiconductor Manufacturing(TSM)$  Hi it good news for that 

$Taiwan Semiconductor Manufacturing(TSM)$  🤖✨🤖 TSMC: Pioneering the AI Revolution, One Nanometer at a Time ✨🤖✨ TSMC has redefined the landscape of innovation, driving the AI revolution with its groundbreaking semiconductor technology. With its Q4 earnings set to release on 16Jan25, this is not just about revenue. It is about the narrative of a company shaping the future of computation. Let us explore what makes this moment pivotal. 🧠 Unpacking the Numbers: • Revenue Surge: According to financial disclosures, TSMC’s Q3 guidance projects Q4 revenue between $15.4 and $15.7 billion, indicating a potential record-breaking quarter. This growth aligns with surging demand for AI related chipsets, further solidifying TSMC’s dominance. • Gross Margin Ma

On January 10, Taiwan Semiconductor Manufacturing Company (TSMC) released its December 2024 monthly revenue report. The data shows $Taiwan Semiconductor Manufacturing(TSM)$ ’s December revenue reached NT$278.16 billion, a 0.8% increase from the previous month and a 57.8% year-over-year growth. For the entire year of 2024, TSMC's total revenue was approximately NT$2.8943 trillion, a 33.9% increase compared to 2023.TSMC’s Q4 2024 revenue (October to December) amounted to NT$868.5 billion (approximately USD 26.36 billion), surpassing market expectations. Analysts had previously estimated the company’s Q4 revenue at NT$853.6 billion (approximately USD 25.9 billion).As the world's largest advanced chip manufacturer, TSMC is a major beneficiary of the gl

Can TSMC’s Earnings Meet Expectations? Taiwan Semiconductor Manufacturing Company (TSMC) has long been regarded as the crown jewel of the semiconductor industry, producing advanced chips that power everything from smartphones to high-performance computing and artificial intelligence (AI) systems. As one of the most significant players in global technology, TSMC’s quarterly earnings are closely monitored by investors, tech companies, and analysts alike. The question looming ahead of its next earnings release is: Can TSMC meet or exceed expectations in the current market environment? Key Factors Driving Expectations 1. Softening Demand in Consumer Electronics TSMC has faced challenges in recent quarters due to a slowdown in demand for consumer electronics. Global economic uncertainty and inf

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $iShares Semiconductor ETF(SOXX)$ $VanEck Semiconductor ETF(SMH)$ As we kick off 2025, a glance at the past reveals strong performance across various sectors, particularly in semiconductors, where we anticipate continued momentum into the year. Consequently, we’re focusing on two major players in this space, starting with ASML. This Dutch company designs and manufactures advanced photolithography machines, essential for producing intricate semiconductor chips. Their cutting-edge Extreme Ultraviolet (EUV) lithography technology is crucial for creating high-pr

Taiwan Semiconductor Manufacturing Company (TSM), one of the world’s largest and most advanced semiconductor manufacturers, closed at $207.12 yesterday, reflecting a 2.03% decline from the previous trading day. With a 52-week range of $99.98 to $222.20, TSM’s stock has experienced significant fluctuations, underscoring the market’s sensitivity to changes in investor sentiment and broader economic conditions. Despite the recent dip, TSM continues to show impressive financial strength, boasting positive net income, earnings per share (EPS), and consistent dividend payouts. However, as the stock nears its 52-week high, investors may wonder whether TSM’s momentum can continue, or if the stock’s price is too inflated due to external factors such as the current tech and AI boom. Taiwan Semicondu