$Taiwan Semiconductor Manufacturing(TSM)$ Ignore the noise. Fundamentals are solid and TSMC the true pick and shovel stock. It will prevail again and show its prowess in its next earnings. Nvidia faulty chip is their design flaw not TSMC Intel poor earnings is good news for TSMC Overseas expansion and increased CAPEX will reinforce their moat Tech improvement regardless of AI will always be required for Apple, Intel, AMD etc. to remain competitive. TSMC is just there to provide the platform for them.
$Tiger Brokers(TIGR)$ The Market Still Misprices This Higher-Quality Fintech. UP Fintech (TIGR) is still valued like a Chinese, cyclical retail broker when in fact the business has become a higher-quality fintech platform, with less than 15% of clients' AUM now coming from Mainland China. FY25 results confirmed that TIGR's stellar results in Q3/25 were not a one-off but a structural shift, with revenue up 56.3% YoY to $612.1 million and non-GAAP net income up 164.7% YoY to $186.5 million for the year. Q4/25 wasn't another sequential breakout quarter but confirmed that TIGR can sustain strong earnings from a much larger base, with monetization now going way beyond commissions. Other revenues were up 220.6% in Q4/25 to $30.8 million, and interest in
$Taiwan Semiconductor Manufacturing(TSM)$ Intel's poor earnings should not have a negative impact on TSMC but have a positive impact instead. 1. Intel foundry lost to TSMC. 2. Intel chips are inferior to AMD's due to nm constraint. Thus, lost market share to them due to superior AMD chips manufactured by TSMC. 3. Intel should have procured from TSMC much earlier instead of recently to have a chance against AMD. Intel will have to outsource more of its chip manufacturing to TSMC to keep up while it improves its own foundry tech concurrently. 4. Foresee TSMC to have more orders from Intel therefore further improving its earnings. 5. Intel is still a few years out to catch up with TSMC.