TSMC delivered with the earnings report but is thiI don’t share these often, but this one matters. T$NVIDIA(NVDA.US)Nvidia remains strong as AI demand来源: Dan Nystedti am surprised that tsmc is having lower revenue, I am in camp B , looks like it’s priced in a lot aThe AI trade is rotating from infrastructure to mo$TSM 4Q25 Financial Results Insane margin given thHi all, Just posted my portfolio updates with a ne$TSM Revenue from the bleeding edge: Source: Chips$TSM Wafer Shipments Source: Chips & Wafers$TSM HPC vs. Smartphone Revenue: Source: Chips & W$Taiwan Semiconductor(TSM.US) Q4 net profit TWD 50TSMC 4th Quarter 2025 Earnings Revenue US$33.73 B $Trip(TCOM.US) $TRIP(09961.HK) Here's what happeneTSMC 4Q25: Revenue, GM and OPM all beat high-end gAlibaba’s Qwen Launch: More Than Just a ChatbotAliAlibaba news update: On the morning of the 15th, ADefinitely A all the way... there's no stopping chScared of the competition, but everyone says TSM lSounds like they‘ve finally connected their apps! MSFT, like Meta dropped yesterday, but not highligNot a fan of narratives. Research shows price don’ORCL lawsuit: a reminder of rising debt risks in hIf I'm a SC justice, I would try to delay anythingIgnore the noise, remain invested, go AI!TSM stood out — short-term slowdown expected, but AVGO debt + tariffs = double troubleTSMC currently lacks momentum and indeed needs to 🔥 U.S. Market Pulse | Jan 15, 2026: Trump's 25% Chip Tariff in Effect, Awaits Supreme Court; Banks & TSMC Report Today! 🔥Donald J. Trump Truth Social Post 05:27 PM EST 01.*TRUMP WOULD WANT ANY ACTION IN IRAN TO BE SWIFT, Intel and AMD are raising CPU prices amid shortageI am in camp B where caution is exercised. While aOpenAI's first AI chip, Titan, will launch by end-SK Hynix is speeding up new fab operations to meetOut of here for some much needed exercise. Cya tomLeave with this --> Your words and your actions shWHITE HOUSE: US CHIP TARIFF WILL NOT APPLY TO CHIPWHITE HOUSE: THE PRESIDENT ALSO IMPOSED A 25% TARI*WIDER CHIP IMPORT TARIFFS POSSIBLE IN NEAR FUTURE$CVX $IWM $XLE $WMT $INTC $XOM in 52 week high lisPlease never follow blind. If you see a call out a'Now there is a calm. We are in full control,' Ira$RBLX sold some shares for a little over $8 a shar$RSP with a new high. ObservationSource: Sunrise TTrump: I can't rely on Denmark over Greenland$WMT with new highs has me up my let it ride stopsTRUMP ON GREENLAND: WE NEED IT