C — Strong AI demand doesn’t m-To The Moon - Tiger Brokers Online Investing Community

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C — Strong AI demand doesn’t mean every AI stock is worth buying at any price. TSMC’s record profits and upbeat guidance show the demand is real, but rising capex, valuation risks and uncertainty over future returns matter too. I’d focus on companies that can turn AI spending into sustainable earnings and cash flow, rather than chasing the hype.

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

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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?","image":"https://community-static.tradeup.com/news/9c397dff811c8c9e89bb4ef6d65b9239"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>C — Strong AI demand doesn’t mean every AI stock is worth buying at any price. TSMC’s record profits and upbeat guidance show the demand is real, but rising capex, valuation risks and uncertainty over future returns matter too. I’d focus on companies that can turn AI spending into sustainable earnings and cash flow, rather than chasing the hype.</body></html>","htmlText":"<html><head></head><body>C — Strong AI demand doesn’t mean every AI stock is worth buying at any price. TSMC’s record profits and upbeat guidance show the demand is real, but rising capex, valuation risks and uncertainty over future returns matter too. I’d focus on companies that can turn AI spending into sustainable earnings and cash flow, rather than chasing the hype.</body></html>","text":"C — Strong AI demand doesn’t mean every AI stock is worth buying at any price. TSMC’s record profits and upbeat guidance show the demand is real, but rising capex, valuation risks and uncertainty over future returns matter too. 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