TSM
Taiwan Semiconductor Manufacturing Company - Recent news and sentiment analysis
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TSM Price & Sentiment Over Time
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ATH for TSM, PL. Both still kind of overlooked, imo.
ATH for TSM, PL. Both still kind of overlooked, imo.
tsm
Tsm blockbuster earnings revived bull
Tsm blockbuster earnings revived bull
There was a guy this morning that said his puts on tsm were gonna print even after the earnings came...
There was a guy this morning that said his puts on tsm were gonna print even after the earnings came out. Bros fucked
Holy shit tsm is crazy
What is the consensus on TSM ER's? I didn't listen, just see it went up.
What is the consensus on TSM ER's? I didn't listen, just see it went up.
Oh TSM ER's was before market open. FML I was gonna bet on it but forgot
Oh TSM ER's was before market open. FML I was gonna bet on it but forgot
TSM hit my tree fiddy target. So long Roth holdings, it was a nice 6 years.
TSM hit my tree fiddy target. So long Roth holdings, it was a nice 6 years.
TSM made me nut
Why are data centers dropping after TSM earnings beat?!
Why are data centers dropping after TSM earnings beat?!
#Ban Bet Won --- /u/RolledForCredit made a bet that TSM would go to 350.0 within **1 day** when it ...
#Ban Bet Won --- /u/RolledForCredit made a bet that TSM would go to 350.0 within **1 day** when it was 327.9 and it did, congrats regard. Their record is now 1 wins and 0 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
#Ban Bet Won --- /u/Apart-Accountant3656 made a bet that TSM would go to 350.0 within **6 days** wh...
#Ban Bet Won --- /u/Apart-Accountant3656 made a bet that TSM would go to 350.0 within **6 days** when it was 322.3 and it did, congrats fucker. Their record is now 1 wins and 1 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
TSM GOING TO THE MOON?! ON WHAT NEWS.
TSM GOING TO THE MOON?! ON WHAT NEWS.
Get 150% return on TSM 16 325C earnings play. Fucking reddit gapes me with my two RDDT 26 245 Put's ...
Get 150% return on TSM 16 325C earnings play. Fucking reddit gapes me with my two RDDT 26 245 Put's stocks down 8%. Thanks reddit
This is nothing but a bubble especially the small cap. Shit is up 7% in just 9 trading sessions. May...
This is nothing but a bubble especially the small cap. Shit is up 7% in just 9 trading sessions. Maybe we will see 100% ytd lol. And ai stocks popped 5-10% on Tsm earnings. Imagine the greediness.
Picked up calls for monday heres hoping for a fat pop up today and tomorrow. Hopefully those TSM ear...
Picked up calls for monday heres hoping for a fat pop up today and tomorrow. Hopefully those TSM earnings and jobs numbers arent fake pumps
After those TSM results youd think wed have a 2+% day on our hands incoming. But I doubt it
After those TSM results youd think wed have a 2+% day on our hands incoming. But I doubt it
tsm
TSMC earnings target up to $56B in 2026 capex and \~30% revenue growth, boosting the AI outlook. Pre...
TSMC earnings target up to $56B in 2026 capex and \~30% revenue growth, boosting the AI outlook. Pre-market: TSM +5%, ASML +7% [https://www.reddit.com/r/wallstreetbets/comments/1qdksfv/tsmc\_earnings\_target\_up\_to\_56b\_in\_2026\_capex\_and/](https://www.reddit.com/r/wallstreetbets/comments/1qdksfv/tsmc_earnings_target_up_to_56b_in_2026_capex_and/)
TSM good earnings
TSMC earnings target up to $56B in 2026 capex and ~30% revenue growth, boosting the AI outlook. Pre-market: TSM +5%, ASML +7%
Source: [https://finance.yahoo.com/news/tsmc-strong-outlook-shores-hopes-072434087.html](https://finance.yahoo.com/news/tsmc-strong-outlook-shores-hopes-072434087.html) >Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom. >Asia’s most valuable company expects expenditures of $52 billion to $56 billion this year, up at least a quarter from 2025. It also foresees revenue growth of close to 30% in 2026, faster than the average analyst estimate. Shares in key supplier ASML Holding NV rose 7.6% to a record in Europe, sending its market value beyond $500 billion. >The outlook from TSMC — a bellwether for the artificial intelligence boom — reflects a development frenzy by the likes of Meta Platforms Inc. and Amazon Inc. that’s spurred demand for Nvidia Corp. accelerators. It’s likely to help assuage some concerns about the sustainability of current data center spending. TSMC — Nvidia’s main chipmaker — is accelerating its own global capacity buildout, most notably in the US, to sate future demand. >“You’re trying to ask us whether AI demand is real or not. I’m also very nervous about it,” Chief Executive Officer C. C. Wei said in response to an analyst’s question on a conference call. “We’re investing $52 billion to $56 billion in capex, right? If we don’t do it carefully, that’d be a big disaster for TSMC.” >Click here for a liveblog on the results. >TSMC reported NT$505.7 billion ($16 billion) in net income for the December quarter, beating the average estimate. That’s off previously reported sales of $33.1 billion in the period, helping the company surpass $100 billion in annual revenue for the first time in 2025. >Nvidia Chief Executive Officer Jensen Huang this month reaffirmed demand for AI accelerators continues to run hot. That’s a sentiment echoed by his Advanced Micro Devices Inc. counterpart Lisa Su, who expects the need for more AI computing power and the number of users to surge again. >“TSMC’s 2026 guidance underscores AI as a key driver of earnings growth for Asian equities in the near term,” said Gary Tan, a portfolio manager at Allspring Global Investments. >The effort to build and fill data centers with AI chips, now surpassing $1 trillion in planned expenditures, has helped TSMC achieve more than 30% annual sales growth over the past two years. But it may also hamper some parts of the company’s business. >An acute memory chip supply crunch emerged in 2025, when manufacturers prioritized premium high-bandwidth memory to go with Nvidia and AMD chips. That’s forcing consumer electronics makers to hike prices. Industry watchers like IDC are slashing their shipment estimates for this year. >Hsinchu-based TSMC still relies on Apple Inc.’s iPhone and smartphones using Qualcomm Inc.’s advanced processors for a substantial portion of its business. The memory crunch is expected to cut into mobile device sales in 2026: Macquarie Capital expects an annual decline for smartphones of 11.6%. >On Thursday, Wei said his company won’t get impacted by the memory chip crunch this year or next as high-end smartphones are still selling well. >TSMC will be a key part of an imminent trade deal between the US and Taiwan. It’s expected to commit to build more chip fabrication facilities and add to plans to invest as much as $165 billion in the US. >It’s also building plants in Japan and Germany, propelling an international expansion while developing the most advanced technology at home. Wei said several times that TSMC will work to “close the gap” in supply versus demand. https://preview.redd.it/op3zhnfovidg1.png?width=1580&format=png&auto=webp&s=3e8c9901b8b3b684df25e586bff0e8c6bb440f70 https://preview.redd.it/ij9m6q6tvidg1.png?width=1580&format=png&auto=webp&s=3318e78625b5ecac75724ffc5bad910daa5b5e10
Tsm earning
tsm
TSM effect, most likely
TSM puts?
rebalanced my port heavily into TSMC and gold Au+TSM make a great pair
rebalanced my port heavily into TSMC and gold Au+TSM make a great pair
Wake up, TSM is making chips for the sexbot industry.
Wake up, TSM is making chips for the sexbot industry.
Wake me up when TSM is making chips for the sexbot industry
Wake me up when TSM is making chips for the sexbot industry
ASML arguably more valuable.. maybe not in market cap but without them TSM, INTC, MU, GFS, Samsung, ...
ASML arguably more valuable.. maybe not in market cap but without them TSM, INTC, MU, GFS, Samsung, SK Hynix, and by extension NVDA, AMD, QCOM, AVGO, TXN AAPL, and every hyper scaler would all be fudged
TSM beat earnings, semis are going hooray. I guess
TSM beat earnings, semis are going hooray. I guess
TSM will be the biggest company on the planet soon enough
TSM will be the biggest company on the planet soon enough
Tsm you beautiful fuck
TSM continues to be a monster so NVIDIA rises
TSM continues to be a monster so NVIDIA rises
TSM earnings has lifted all the semiconductor stocks
TSM earnings has lifted all the semiconductor stocks
TSM good earnings
ASML AMAT KLAC LRCX all up more than TSM
ASML AMAT KLAC LRCX all up more than TSM
Hell yes TSM!
anyone member the "*Investing in TSM is Investing in America*" posts? I member. one of the great Tha...
anyone member the "*Investing in TSM is Investing in America*" posts? I member. one of the great Thanos snaps of this sub's collective liquidity. look how far it's come 🥹
Does TSM stand for Autism
Zuck places a gazillion GPU order. Jensen places order with TSM for gazillion GPU. NVDA makes money....
Zuck places a gazillion GPU order. Jensen places order with TSM for gazillion GPU. NVDA makes money. TSM makes money. Zuck: What should I do with a gazillion GPU? 🤔
TSM 🔹 EPS: $3.14 vs. $2.90 est. ✅ 🔹 Revenue: $33.73B vs. $33.00B est. ✅ Key takeaways: 🔸 HPC...
TSM 🔹 EPS: $3.14 vs. $2.90 est. ✅ 🔹 Revenue: $33.73B vs. $33.00B est. ✅ Key takeaways: 🔸 HPC revenue: +39% YoY 🔸 Mobile revenue: +17% YoY 🔸 Advanced nodes: 77% total rev 🔸 FY revenue outlook: +30% YoY 🔸 Q1 revenue outlook: $34.6B-$35.8B
Where's the guy saying tsm puts? 🫵🤡
Where's the guy saying tsm puts? 🫵🤡
TSM earnings put the weekly "we are gonna crash" talks to rest till net week
TSM earnings put the weekly "we are gonna crash" talks to rest till net week
Did you not see TSM earnings?
Did you not see TSM earnings?
TSM earnings
TSM up 6% this morning and NVDA still pinned to 185 huh?
TSM up 6% this morning and NVDA still pinned to 185 huh?
TSM gonna ✈️
Got my TSM set to limit sell at tree fiddy. Won’t take a shmeckel less
Got my TSM set to limit sell at tree fiddy. Won’t take a shmeckel less
The market is just looking for a crumb of bad news to crash on.....Then we just keep getting earning...
The market is just looking for a crumb of bad news to crash on.....Then we just keep getting earnings like TSM today so we have to go up more LOL
Looking at ASML and TSM, Nvidia should be trading at least 50% higher. How is forward PE so low here...
Looking at ASML and TSM, Nvidia should be trading at least 50% higher. How is forward PE so low here.