TSM close after Thursday Earni-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TSM close after Thursday Earnigs -
Expect Green 5-10%. However, other macro economic conditions and broader sector sentiment may drag to flat region.

TSMC Profits Hit Record Highs — Why Is AI Hardware Still Being Sold?

TSMC fell 1.80% and Nvidia dropped 1.84% despite TSMC beating quarterly estimates. Revenue reached NT$1.49 trillion, net profit hit NT$763.1 billion, and operating margin topped guidance at 58.7%. Bulls cite strong Q4 guidance and advanced-chip demand; bears warn that higher 2026–2028 capex could strain customer funding and AI returns. Should investors follow TSMC’s capacity execution and Nvidia orders, or wait for clearer capex payoffs?

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