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Xaddy_Analyst
·
2025-05-14

TSMC Soars, ASML Stumbles: Tariff Turbulence Ahead for Chip Giants?

TSMC( $Taiwan Semiconductor Manufacturing(TSM)$ ) just delivered a jaw-dropping Q1 net profit of NT$361.6 billion ($10.99 billion), smashing market estimates of NT$354.644 billion and signaling a potential semiconductor resurgence. Meanwhile, ASML’s latest quarter painted a gloomier picture, with orders falling short of expectations due to a sluggish chip market and looming U.S. tariff threats. As these two titans navigate choppy waters, investors are left wondering: How will tariffs shake up their businesses? Can semiconductor margins weather the storm? And is TSMC’s rebound a golden opportunity—or a risky gamble? Let’s unpack it all. Tariffs: A Storm Brewing for TSMC and ASML $ASML Holding NV(ASML)$ TSMC
TSMC Soars, ASML Stumbles: Tariff Turbulence Ahead for Chip Giants?
TOPEnid Bertha: soon will see $200 again !
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4.43K
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XiaoLaLa
·
2025-05-13
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3.86K
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vchong8
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2025-05-13
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2.56K
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anthlow
·
2025-05-13
$SPXW 20250513 5865.0 CALL$ Don't usually make SPX trades but momentum made this an easy profit.  Please exercise caution on SPX - you can easily gain and lose at the same time
$SPXW 20250513 5865.0 CALL$ Don't usually make SPX trades but momentum made this an easy profit. Please exercise caution on SPX - you can easily ga...
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1.99K
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wujunhuii
·
2025-05-13
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1.65K
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InverseCramer
·
2025-05-13
$HIMS 20250516 25.0 PUT$ Yassssssss. Kopi lui ~ thankfully didn't close my position earlier.  🙏🏼🙏🏼🙏🏼🙏🏼
$HIMS 20250516 25.0 PUT$ Yassssssss. Kopi lui ~ thankfully didn't close my position earlier. 🙏🏼🙏🏼🙏🏼🙏🏼
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1.58K
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InverseCramer
·
2025-05-13
$NVDA 20250523 125.0 CALL$ $NVIDIA(NVDA)$  anndddddd we are back again! 
NVDA CALL
05-13 22:34
US20250523 125.0
SidePriceRealized P&L
Buy
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6.30-523.29%
Closed
NVIDIA
$NVDA 20250523 125.0 CALL$ $NVIDIA(NVDA)$ anndddddd we are back again!
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695
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jethro
·
2025-05-13
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677
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jethro
·
2025-05-13
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787
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jethro
·
2025-05-13
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1.22K
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HRHRHRHR
·
2025-05-13
$Innodata(INOD)$ big profit on a small investment! [Cool]  [Cool]  [Cool]  
$Innodata(INOD)$ big profit on a small investment! [Cool] [Cool] [Cool]
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shihou.hayashi
·
2025-05-13
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3.64K
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shihou.hayashi
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2025-05-13
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2.19K
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HLPA
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2025-05-13
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1.63K
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Zompire
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2025-05-13
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712
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Merlion.FIRESG
·
2025-05-14
Open 2 lots of $COIN 20250516 215.0 PUT$ , wanted to average down my cost price as I find my cost price is too high, but good news that coinbase is joining SP500! 
Open 2 lots of $COIN 20250516 215.0 PUT$ , wanted to average down my cost price as I find my cost price is too high, but good news that coinbase is...
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715
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Merlion.FIRESG
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2025-05-14
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920
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Merlion.FIRESG
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2025-05-14
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