Taiwan Semiconductor Manufacturing. Every tracked FinTwit mention of $TSM, newest first. 354 mentions since the first on Jun 27, 2025. See the price chart.
June 2026 · 18 mentions
Jun 4
Trade Whisperer — @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too.
Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT↗
Jun 4
Michael | Hypermarkets — TIER 1 — THE IRREPLACEABLE (Core Bottlenecks)
#1 $NVDA — The entire AI compute stack runs through NVDA. Every hyperscaler, every neocloud. NVDA remains the clearest monetization p…↗
Jun 4
Shay Boloor — $TSM CEO warned chip supply will remain short of AI demand for year with U.S. customers still exceeding available capacity.
TSMC reiterated 30%+ sales growth this year and said ca…↗
Jun 2
Serenity — @RockyKh49376975 Probably just Xintech (3374) which is kinda the unknown $TSM COUPE supplier.
They happen to be owned by TSMC too.↗
Jun 2
Midas — $COHR
$AVGO
$ANET
$SMCI
$TSM
Follow me if you want to see when I enter these companies.↗
Trade Whisperer — Taiwan overtook India as the world’s 5th-largest stock market $TSM
South Korea overtook India as the world’s 6th-largest stock market $DRAM
Memory and semiconductors just rewrote…↗
Jun 1
Serenity — I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Be…↗
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
JC Investing — Friendly reminder :
If $MU traded at the same Fwd PE as $TSM
Micron would be a $2800 stock.. https://t.co/20ldh1O61s↗
Jun 1
TheValueist — Big 2.1-z move on $TSM +7.2% to all-time high. Obviously, a very unusual and large change for this name. Any way you cut it, ALMOST all roads lead to TSMC for at least the next 5 y…↗
Jun 1
Shay Boloor — $NVDA says $TSM is using CUDA-X across lithography, process simulation & fab operations driving 20% to 50% cost & cycle-time gains.
The company facing chip supply constrai…↗
Jun 1
Trade Whisperer — $TSM +5.3%
$2.2 trillion company moving like a growth stock.
The market is finally pricing the irreplaceable.
CoWoS. SoIC. 2nm. 3nm. COUPLE for CPO. HBM base die. Custom ASIC. A…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
KawzInvests 🦑 — $NVDA "Vera Rubin Ramps Into Full Production to Power Agentic AI Factories Worldwide"
Right now from $NVDA's Press Releases
> NVIDIA Vera Rubin is ramping into full production, w…↗
May 2026 · 104 mentions
May 31
Midas — Here they are:
$TSM
$SMCI
$PLTR
$CRWD
$UBER
if this helped you out, follow me for more.↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
Daniel Koss — Why @GavinSBaker thinks there might not be an AI bubble.
$NVDA sees the demand.
$TSM ok buddy, you get +5% hehe
I think: Demand > Supply (for at least a decade)
Image from my…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…
April 2026 · 107 mentions
Apr 30
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 30
Serenity — @latent_value7 Yeah... $NVDA / $TSM and others all using MSSCorps has pretty big upside imo.↗
Apr 30
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…
March 2026 · 24 mentions
Mar 31
The Future Investors — $TSM $SMSN TSMC’s 2nm capacity is fully booked through 2028 by clients like Apple, NVIDIA, AMD, and Qualcomm. Samsung the only other 2nm supplier, has invested heavily and achieved…↗
Mar 31
Serenity — CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…↗
Mar 30
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
The Future Investors — $TSM While many stocks are struggling, TSMC is hitting new all-time highs and has reached a $2 trillion market cap for the first time! 📈 🚀
Congrats to all shareholders! 👏 https…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
SemiAnalysis — Over the past three months, there has been a market spike in Logic IC production in Japan. Likely coming from JASM (Japan Advanced Semiconductor Manufacturing) this is an important…↗
Jan 23
SemiAnalysis — Following $TSM’s $52–$56 billion CapEx guide for 2026, the ChipBook Taiwan WFE tracker serves as a valuable tool for monitoring equipment arrivals and installations as leading indi…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
The Future Investors — $NVDA $TSM Nvidia is seeing huge Chinese demand for its H200 AI chips, with over 2 million units ordered for 2026 while it currently has only 700k available — so it’s now in talks…↗
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟭𝟬 𝗖𝗘𝗢 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
The nominees are
$AMD - Lisa Su @LisaSu
$PLTR - Alex Karp @PalantirTech
$NVDA -…↗
Nancy Pelosi Stock Tracker ♟ — Conflict of interest alert 🚨
Rep. Jared Moskowitz disclosed up to $45k investment into Taiwan Semiconductor $TSM
Moskowitz is member of the House Foreign Affairs Committee, whic…↗
Nov 21
Ray Wang — Two things I learned this week: 1) why $TSM is one of the best companies in the world. 2) what genuine expertise looks like (not talking about $TSM).↗
Nov 21
Ray Wang — Interesting comment by $MU on HBM4/4E and base die.
Seems highly confident in its decision of using its own CMOS base die for HBM4, but also $TSM base logic die for HBM4E?
"l'm…↗
Ray Wang — 4) This part is important as well.
Besides its "different" IP business, $CDNS Devgan also said not only they have 4 major foundry customers ( $TSM, Samsung, $INTC, Rapidus) in ad…↗
Oct 26
Ray Wang — $TSM's Japanese subsidiary JASM signed a construction agreement with the Kikuyo Town government on the 24th for its second fab in Kumamoto.
The plant is expected to begin operati…↗
Oct 23
Ray Wang — @zephyr_z9 @Jukanlosreve I don't know about $TSM fabs in AZ. But even $INTC is using 3800 in its Fab 52: https://t.co/56ef2YFk5D↗
Oct 23
Ray Wang — @elonmusk gave many interesting details on $TSM and Samsung, as well as $TSLA's AI chips during the earnings call today. Some takeaways (will add more details as I process the tra…
September 2025 · 13 mentions
Sep 28
Ray Wang — Some insights FWIW.
Industry insiders note that Intel is not only a TSMC customer but also a rival in wafer manufacturing.
TSMC’s trust with clients rests on being a neutral, p…↗
Sep 28
Ray Wang — $TSM denies investment or partnership discussions with $INTC reported by @WSJ earlier. https://t.co/5iMZXlAm4K↗
Sep 27
Ray Wang — Samsung Foundry reportedly cuts 2nm wafer prices by 30% to counter TSMC's 50% price hike—Digitimes
According to reports first published by Korean outlets Business Post and g-enews…↗
Sep 26
Ray Wang — BIG: The Trump administration is considering imposing tariffs on foreign electronic devices based on the number of chips in each device.
The Commerce Department would impose a ta…
August 2025 · 1 mention
Aug 21
SpotGamma — $TSM is an interesting long proxy play into NVDA earnings due to cheap call IV. 1-month shown IV & skew shown here https://t.co/6bVDuhPJ2q↗
July 2025 · 1 mention
Jul 6
Tech Fund — Needham (Charles Shi) - some detailed modelling on $TSM and semicap: 1. Concludes that $90 billion in AI revenues for TSMC '29 looks conservative 2. Sees strong semicap growth in '…↗
June 2025 · 1 mention
Jun 27
Raging Capital Ventures — Was told it will take $TSM ~5 months to manufacture a wafer at its 2 nm node given the 80-100 layers of thin film deposition & many layers of EUV lithography, w/ additional tim…↗
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
Shay Boloor — These AI suppliers are on pace to generate over $500B in operating profit this year:
• $NVDA ~$258B (+98% YoY)
• $MU ~$108B (+104% YoY)
• $TSM ~$95B (+53% YoY)
• $AVGO ~$69B (+171…↗
May 30
Trade Whisperer — Everyone is talking about CPO but nobody is actually talking about CPO. Most CPO TAM talk is just components, lasers and photonics. Pretty strange if you ask me.
CPO stands for Co…↗
May 30
Serenity — - $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different line…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 27
Daave “3 and 30” Tepper — $tsm has been the sphincter of the ai market; holding capacity nice and tight
raising price is a precursor to bringing capacity online
Jensen ain’t playing with cc price hikes w…↗
May 26
Ben Pouladian — Well that was an expensive Dinner!
TSMC’s 3nm prices said to rise 15% in the second half; another 10% hike possible next year. C.C. Wei expected to “make things clear” at the sha…↗
May 26
Jukan @COMPUTEX — Exclusive: TSMC’s 3nm prices said to rise 15% in the second half; another 10% hike possible next year. C.C. Wei expected to “make things clear” at the shareholders’ meeting.
$TSM…↗
May 26
Shay Boloor — $NVDA CEO Jensen Huang and $TSM CEO C.C. Wei had dinner ahead of COMPUTEX.
Would kill to be a fly on the wall at that dinner with one side designing the AI boom and the other side…↗
TheValueist — $TSM $ASML $NVDA $AMCR $ASX
Huawei is transitioning from traditional geometric transistor shrinking to a holistic engineering framework called τ Scaling to circumvent internation…↗
May 26
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
May 25
Jukan @COMPUTEX — Intel’s Lip-Bu Tan is reportedly set to arrive in Taiwan this week for a visit to TSMC.
$INTC $TSM
https://t.co/cZxABLQP9g↗
May 25
TheValueist — $TSM $ASML $NVDA Even if this @Huawei Tau is more smoke than fire, it demonstrates how hyper-focused the CCP is on being chip independent. $ACMR is a great way to trade it.↗
May 25
TheValueist — This response below is the general legitimate consensus I’m gathering. I will look to add $TSM $ASML or anything related if there is a gap down on the @Huawei Tau news.↗
May 25
Shay Boloor — Huawei claims its new LogicFolding approach can help narrow the gap with $TSM by improving chip density, latency & power efficiency without relying only on smaller transistors.
TS…↗
May 25
Jason's Chips — > be $TSM
> monopoly on leading edge silicon, $INTC and samsung are losers
> N3 wafers in critical shortage, at 300% utilization
> tokens most valuable commodity on earth. every c…↗
May 25
Serenity — Oh look, a new UDN article about $TSM COUPE + AI optical markets.
Institutional investors are optimistic that Taiwanese companies:
FOCI (3363), and MSScorps (6830) are expected…↗
May 25
TheValueist — $TSM $ASML $NVDA $INTC $AMD EXECUTIVE CONCLUSION
Huawei’s announcement should be treated as a strategically important semiconductor road map, not as verified evidence that Huawei…↗
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 23
Serenity — @_juicebox99_ I don't see FOCI becoming a $50B+ company.
They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives…↗
May 23
InvestmentGuru — My Top 5 AI Semiconductor Watchlist
The AI infrastructure buildout is still in full swing — and these 5 names are on my radar right now.
$MU
→ HBM demand from AI training/inferen…↗
May 22
TheValueist — $INTC $TSM $GFS $AMRK Trump said today that the US will have 50% of global chip production by the time he leaves office. Does it actually happen? Who knows? But he will damn well t…↗
May 22
Shay Boloor — $AMD CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster.
She said AMD’s two major bets were $TSM and advanced pac…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 21
TheValueist — $INTC $TSM $GFS $AMKR Top of my US Fab and Packaging tracker. I believe this is a valid thesis as long as Trumper or one of his minions is in charge. https://t.co/RyybIp0w6L↗
May 21
Jerry Capital — @Hottie_Baker_ Haha ya I'm only joking $TSM obviously a moated AF semi monopoly. Just loving that $ASML customer list is broadening right now. The trend you identify is likely one…↗
May 21
Jason's Chips — Mega bullish for logic $TSM $INTC
If "a chip is a chip" all the margins flows to foundries which are both differentiated AND scarce (a very rare combo)↗
May 21
Jerry Capital — There really isn't a better company to own than $ASML. In comparison to the goated $ASML monopoly $TSM looks like it operates in perfect competition.
$ASML "CEO Christophe Fouquet…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Shay Boloor — $AMD announced a $10B+ investment across $TSM ecosystem to scale advanced packaging for next-gen AI infrastructure.
Venice EPYC is ramping on TSMC 2nm while Helios with MI450X GPU…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 19
Daave “3 and 30” Tepper — @blondesnmoney so long as $tsm wont expand chip fab capacity there’s no incentive to grow the rest of systems capacity, including hdd
shockingly rational
and with rising exabyte…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Dillon Valdez — $TSM is one of the cleanest AI capex payback tests because it sits at the layer everyone needs before the model can exist.
The easy version is: AI demand means more fabs, more too…↗
May 18
Michael | Hypermarkets — 🟢 NEW POSITIONS (he's now long the chip complex)
$AMD MI450 GPU cycle incoming, hyperscaler locked
$NVDA still buying Blackwell dips
$MU HBM4 memory supercycle play
$TSM TSMC,…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
Serenity — Next year… I’m expecting there to be many articles about FAU + component bottlenecks.
Especially as the new CPO architecture led by $NVDA + $TSM starts to scale.
Then a lot of th…↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 15
Jason's Chips — @Midnight_Captl $TSM really needs to only do one thing and that is invest way more. Until it does that $INTC will keep running↗
May 15
Serenity — HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)???
FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA.
High convict…↗
May 15
Serenity — FOCI (3363) is one of the most undervalued CPO players in the entire market right now at ~$3B.
Their BOM is massive relative to MC and they're expected to capture a dominant mark…↗
May 14
tae kim — The market suddenly discovered these little-known chip related stocks with strong fundamentals today! $NVDA $AVGO $TSM https://t.co/QjMXnVLONI↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR My US Fab and Packaging Tracker. I believe there is still some long juice to squeeze from these names. https://t.co/dABaMnEAQq↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR SCOPE AND SCREEN
The publicly identifiable US universe of companies with semiconductor wafer-fabrication, foundry, specialty microfabrication, or advanced-pa…↗
May 14
Shay Boloor — $TSM now expects the global semiconductor market to exceed $1.5T by 2030.
That is up from its prior $1T forecast showing how demand for intelligence is pulling more chips, memory,…↗
May 14
The Future Investors — $TSM TSMC now expects the global semiconductor market to exceed $1.5T by 2030, up from its earlier $1T forecast, driven mainly by AI and HPC 🤖 🚀 https://t.co/uTuPGHrmOK↗
May 14
Serenity — Honestly I’m expecting FOCI (3363) to blow away projections over next two years.
It’s a pretty high conviction position for me medium term at this level.
Since they’re expected…↗
May 13
Serenity — FOCI (3363) is looks extremely compelling around now at ~$3.35B MC for CPO exposure.
1. $TSM COUPE advanced packaging director hinted that FAU supplies by FOCI be a pretty big bot…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Serenity — @mrng2019 Why are we comparing $HIMS testosterone pills with the $TSM FAU supplier for COUPE.↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
tae kim — NEW WORLD! $INTC $TSM https://t.co/XyQmebujFF↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 10
unusual_whales — Holy.
Look at this.
These Micron, $MU, 400 calls are up from $18.65 to $328.
These $TSM 370 calls from $14.15 to $52.5.
Unusual. https://t.co/8TkhSEkUpB↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
unusual_whales — Simultaneous $MU and $TSM flows back on March 31st, totaling $65M and $55M in premiums respectively.
Over 30,000 contracts traded on the $MU 400c 6/18 and over 38,000 contracts tr…↗
May 8
Jose Najarro Stocks — Sooooo did chips win?
$AMD $NVDA $QCOM $MU $TSM
Sorry, this might be the toppy top style tweet, but let me enjoy the moment. https://t.co/xmSGWP6SHG↗
May 8
Shay Boloor — $AAPL and $INTC have reportedly reached a preliminary chipmaking agreement with Intel set to manufacture chips for Apple devices.
Six years after Apple left Intel, it may now ret…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
Shay Boloor — $TSM April revenue jumped ~18% YoY to ~$13.1B.
Jan-April revenue is now up 30% YoY. https://t.co/EdIbWtpRoZ↗
May 8
The Future Investors — $TSM TSMC reported April revenue of $12.6B, up +17.5% YoY 📈🔥
Revenue for the first four months of 2026 is now up around +30%, driven by massive AI chip demand 🚀 https://t.co/gY…↗
May 7
Nick Colas & Jessica Rabe (DataTrek) — 1/2 $CAT has a much higher forward PE ratio than $NVDA, $TSM, or $GOOG (38 vs 25 – 29x), making it perhaps the most surprising AI trade of the last 12 months...↗
May 6
Frenchie — Devinez quel boîte profite du triple narratif Mémoire — Photonique — Quantum ?
Et bien c’est $VECO
Tout le monde regarde $NVDA, $AVGO , $MRVL, $TSM, la mémoire, le CPO et la ph…↗
BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH
> Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year.
> A…↗
May 6
Jason Luongo — 2. $TSM - TSMC (Foundry)
Every advanced chip on earth runs through their fabs. Apple, NVIDIA, AMD, Qualcomm - all dependent on one company. Q1 profit up 58% to a record. Revenue g…↗
May 6
Tech Fund — "Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET
Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon an…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
Wayne Liang — Imagine selling $SNDK because of the extremely short-lived volatility after crushing earnings, just to watch it rally another 30%.
Anyways, for those who can see past a 5 minute c…↗
May 5
Jason Luongo — 4. $TSM - TSMC
Every advanced chip on earth runs through their fabs. Apple, NVIDIA, AMD, Qualcomm - all dependent on one company. Q1 profit up 58% to a record. Revenue grew 35% to…↗
May 5
Serenity — Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly.
Which is why I'm very bullish on it as a completely backdoored, hidden + major be…↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 4
Serenity — I did say MSSCORP likely has a functional monopoly for CPO over inspection.
Not really a way around it and it's critical for $NVDA / $TSM yields as CPO ramps.
They did say "the c…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
BULL OF BRITAIN — WE ARE SO EARLY.
Goldman Sachs just published their CPO supply chain map for $NVDA and $AVGO. It's good but realise how many names are MISSING COMPLETLY.
$SOI - Not listed anywh…↗
May 3
Serenity — @Leon8995385220 $SIVE likely locked up allocation agreements with Win Semi to scale. And works with $GFS.
Which is why I'm long on them both, easy to scale as fabless, kinda like…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
May 1
Jason Luongo — 4. $TSM - TSMC (Packaging / CPO)
TSMC's COUPE platform brings optics directly into the chip package - co-packaged optics. Uses SoIC-X chip stacking to put an electrical die on top…↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
Serenity — I've monitored the situation for you.
TLDR on hyperscaler capex spend (signal aside from $TSM).
From $MSFT, $AMZN, $META earnings:
Upstream semi supply chains go brrr.
$META:…↗
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Apr 28
BULL OF BRITAIN — My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector.
Layer 1 (Equipment): $AIXA
Layer 2 (Substrates / Raw Materials): $SOI…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 27
Serenity — Markets are looking at CPUs right now and kinda forgot about memory.
But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 produ…↗
Apr 27
InvestmentGuru — Overnight movers in tech are flashing risk-on.
Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading.
Momentum is spreadin…↗
Apr 26
BULL OF BRITAIN — CPU is the next rotation of the AI supercycle.
The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the age…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
Apr 26
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
Mike Investing — The $NVDA CEO quite literally has been telling you what to buy…
In 2025 Jenson called:
$NBIS at $21 & is now up 680%
$APLD at $3 & is now up 1,200%
$TSM at $180 & is now up 130%…↗
Apr 25
Serenity — @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ.↗
Apr 24
Vulture trades 🦅 — I GAVE YOU 3 STRIKES ON $TSM CALLS
$TSM 415c 1.08 —> 8.25 ✅
$TSM 450c 1.40 —> 6.10 ✅
$TSM 470c 1.03 —> 3.30 ✅
ALL YOU HAD TO DO WAS LISTEN!! https://t.co/HjfMhSlQFI↗
The Future Investors — $NVDA $TSM hitting major milestones 🚀🎉
Nvidia just crossed a $5T market cap, while TSMC reached $2T.
Congrats to all shareholders! 👏 https://t.co/Gbu52Q5oCL↗
Apr 24
Vulture trades 🦅 — $TSM all three of our strikes went 2-5x 😂
I gave you all of them for free
Are you listening yet? https://t.co/TC1zWFEw8k↗
Apr 24
Vulture trades 🦅 — $TSM 415 Call is up 400% 🤯
1.08 > 5.50 https://t.co/0LwHfRAv4D↗
Apr 24
Vulture trades 🦅 — $TSM 450c is up 120% at 3.00 from 1.40 🔥 https://t.co/UQufE90QPa↗
InvestmentGuru — Semiconductors are on fire in premarket — this is what momentum expansion looks like.
$INTC leading with a massive +30% move, signaling aggressive buying and possible short squeez…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
Apr 23
Serenity — CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since…↗
Apr 23
Serenity — There's a reason I spotlight EU small caps.
This my investment thesis that I haven't publicly stated yet.
And I hope people spend the time to read:
From $ALRIB (quantum/MBE), $L…↗
Apr 22
The Future Investors — $TSM $ASML TSMC unveiled new chip technologies, including the A13 (expected in 2029) and N2U nodes, and said it can produce smaller and faster chips using existing ASML EUV machine…↗
Apr 22
Vulture trades 🦅 — $TSM 150% 2.65 from 1.40
Are you not entertained?
I’ve been saying $TSM all day
Multiple strikes paid https://t.co/SmMHGwd4Gc↗
Apr 22
Vulture trades 🦅 — OMG $TSM UP 130%
1.40 to 2.50 https://t.co/S3vArXuHzu↗
Apr 22
Serenity — @PeterSikachev It's like giving grants to Korea Zinc to build refineries in the US or $TSM to build foundries in the US.
$HPS.A is largest dry transformers -> switchgear in north…↗
Mike Investing — Here’s a truth many aren’t ready to hear…
Owning index funds will not make you rich.
They’ll let you capitalize on comfortable, but limited gains.
Since 2022
$NVDA +1580%
$MET…↗
Apr 21
Nancy Pelosi Stock Tracker ♟ — He just can't help himself
Rep. Cleo Fields (D) bought Taiwan Semiconductor $TSM 8+ times since July 2025
Today, he disclosed buying more on April 9th
Meanwhile, Fields sits on…↗
Apr 21
Jerry Capital — "What was more encouraging, however, is that I thought there was a marked shift in the way that $TSM executives talked about Al, particularly this bit from CEO C.C. Wei's prepared…↗
Apr 20
TheValueist — Foundry YTD and 1y. GFS the laggard - a valid reason or an opportunity to catch up? My bet is on the latter.
$TSEM $INTC $GFS $TSM https://t.co/fFFwWLUG0d↗
Apr 19
Serenity — @Jornka329996 Nah, full steam ahead. Two nations in US/China are racing to see who can reach the singularity first in recursive self-improvement.
$TSM earnings indicated massive…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 18
Serenity — Just some TLDRs to save you time:
1. $ASML, $TSM earnings = Good Outlook. Semis + capex go brrr.
2. Opus 4.7 + Anthropic go brrr. Software = sad.
3. Samsung go brrr because of…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 17
AlmaCap — $LPK, >80% of TGV/metallisation players have already qualified and purchased equipment.
Where could valuation go? Some speculation, as glass substrates are an entirely new and eme…↗
Apr 16
InvestmentGuru — $TSM | TSMC Q1’26 — AI Demand Driving Another Blowout Quarter
Taiwan Semiconductor Manufacturing Company just delivered a monster quarter, and the message is clear: AI demand is s…↗
Apr 16
The Future Investors — 𝗧𝗦𝗠𝗖 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TSM
EPS: $3.49 vs $3.36 est. ✅
Revenue: $35.9B vs $35.5B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue: $39.0B-$40.2B vs $37.9B est. ✅
Shar…↗
Apr 16
TheValueist — $TSM TSMC Q1 2026 — Guidance summary
This event is currently live. Here is a full breakdown of the guidance provided.
Q2 2026 guidance
•Revenue: $39.0–$40.2 billion (USD), repres…↗
TheValueist — $TSM (Bloomberg) -- TSMC reported net income for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Net income NT$572.5 billion, +58% y/y, estimate NT…↗
Apr 16
Serenity — @KentTian Fittech is in $TSM Coupe ecosystem, Shunsin is Foxconn optical packaging.
Win/Sivers is $JBL, $MRVL, and Ayar (maybe AlChip and others).
They all end up to hyperscalers…↗
Apr 15
TheValueist — $TSM earnings on deck at 2am EDT (NYC) on 4/16/26. https://t.co/gmdevvUJp9↗
Apr 15
TheValueist — $TSM RESEARCH NOTE - TSMC COUPE: The Underappreciated Platform Layer for AI Photonic Interconnect
https://t.co/bg8aUdZFoq
Bottom Line: TSMC's COUPE should be understood as a foun…↗
Apr 15
Serenity — Enplas (6961) at ~$985M seems kinda interesting.
They hold two chokepoints:
1. Dominant supplier for MLAs (micro lens arrays). Eg. SiPH switches, 1.6T, 3.2T for photonics.
2.…↗
Apr 14
Michael Sikand 🦑 — When you buy Soitec stock...
You're buying the only pan the "kitchens" $TSM $TSEM $GFS can cook with 🍳
And boy is it about to be dinner time.↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
AlmaCap — AI chip packaging is confusing, here's another diagram to help
Two types of die live inside the same next-generation package:
- Logic die (GPU/ASIC): the compute engine, performs…↗
Apr 14
TheValueist — $AMKR all time high today. I'm long 1/15/27 and 1/21/28 calls. As I have been saying, it is the only pure-play US-based OSAT and hyper-levered to $TSM AZ fab build out. Execution a…↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 11
Serenity — Didn’t I tell you all it’s possible retail can frontrun institutions anon??
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capac…↗
Apr 11
TheValueist — Congratulations if you survived this Iran war own goal craziness. Hopefully, the worst is behind us, and both sides realize it is better to reach a peaceful resolution to whatever…↗
Apr 11
The Future Investors — Next week it’s that time again. Earnings season kicks off 🔥
On the calendar: U.S. banks, plus $ASML, $TSM, and $NFLX.
Anything you’re looking forward to? 👀 https://t.co/9Gw0oG…↗
Apr 10
TheValueist — $TSM (Bloomberg) -- US-listed shares of Taiwan Semiconductor Manufacturing Co. are up 2.1% in premarket trading, after the company reported March sales that reinforced how the comp…↗
Apr 10
InvestmentGuru — Key Takeaways:
- Anthropic Considers Developing Own AI Chips
- $BABA Alibaba Confirms It Built Viral 'Happy Horse' Text-to-Video AI Model
- $TSM Reports March Revenue of NT$41…↗
Apr 10
The Future Investors — $TSM TSMC reported strong growth 🚀
March revenue came in at $13.1B, up 45.2% YoY and 30.7% vs. February 📈
For Q1 2026, total revenue reached $35.7B, a 35.1% YoY increase 📈
AI…↗
Apr 10
Serenity — @alexanderlee1 Good times… still can’t believe it’s less than a month? $TSEM was only $13B MC when I went long. Now it’s ~$23B so close to doubling.
There’s always more fish in th…↗
Apr 10
Serenity — No, I’m still at a conservative 759% YTD after today’s overall rally.
Lost too much from hedging.
Would probably be up more if indexes and
many individual names like $RDDT were…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 8
Jerry Capital — $ASML could signal the need to increase capacity in 28 to >100 tools... progress on high-NA... likely enough for $TSM/SK Hynix to drive high-NA demand in '28E (15 tools) https:/…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 4
Serenity — Who is even writing this?
We don't need more leverage over our allies like Japan, Europe, or South Korea.
We need them over Russia and China.
- In SEA over 40% of gas stations i…↗
Apr 4
Ray Wang — Still haven't gotten a response from Konrad on how to get that $TSM vest :(
This is a great ep - recommend it↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Serenity — I am long Win Semi (3105.TWO) at $4.1B MC.
I believe markets are sleeping on of the most important foundries in the world (aside from $TSM).
IMO their strategic positioning excee…↗
Mar 26
Michael Sikand 🦑 — This $2B photonics monopoly down 75% from ATHs is key to AI's next paradigm shift.
Soitec at €54.00 $SOI.PA / $SLOIF is the clearest photonics multi-bagger I see right now.
After…↗
Mar 25
TheValueist — Looking to take down $ARM 1/21/28 calls. ARM looks increasingly well positioned in the GAI CPU stack, with real architecture momentum building as x86 loses ground in more conversat…↗
Mar 24
Ray Wang — 1) $AVGO Director of Product Marketing Natarajan Ramachandran: "We are seeing that $TSM is hitting (production capacity) limits..."
"They will be increasing the capacity to 2027,…↗
Mar 24
Serenity — $ARM announces new AI chip called "AGI CPU"
According to Arm, the company "Expects it to add billions in annual revenue".
- 136 Neoverse V3 cores, built on $TSM 3nm process
- Cu…↗
Mar 24
Serenity — @zephyr_z9 Not really about the balance sheet per say. They're the likely supplier to $HIMX -> $TSM COUPE, and had a semi-monopoly over hybrid resins needed for WLO↗
Mar 24
Serenity — Honestly if I post something in my subscriber chat regarding potential $TSM upstream suppliers,
Then Apollo < $APO > acquires the company 1 hour later.
I'm probably doing…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — @RenoHemonc This was a few years ago… from a semianalysis piece on $TSM vs $INTC
“TSMC operates in manufacturing of both optical transceivers, but their technology is considered t…↗
Mar 18
KaizenInvestor — I wrote this deep dive into $TSM historic $56B CapEx budget because the scale of the AI supercycle fascinates me.
I really wanted to dive into the financial realities of sub-3nm…↗
Mar 18
The Future Investors — You have $100,000 to invest 💰
Two semiconductor giants are on the table — but you can only choose one for the next 5 years $ASML $TSM
Which do you pick, and why? 🤔 https://t.co…↗
Michael Sikand 🦑 — $LWLG - This $700M micro cap just went from pipe dream to Nvidia supply chain.
Looks like the highest r/r trade ahead of Nvidia GTC.
Lightwave Logic just signed a development agr…↗
Mar 11
The Future Investors — 🟢 𝗟𝗮𝘆𝗲𝗿 𝟮: 𝗖𝗵𝗶𝗽𝘀
AI chips convert energy into computation. They are the engines powering the AI revolution.
Key companies:
$NVDA | Nvidia
$TSM | TSMC
$AMD | AMD
$AVGO…↗
Mar 10
JC Investing — $TSM has fallen off my timeline recently
Which is weird because they’re still quietly out performing the rest of the market https://t.co/rDDiOmHEuq↗
Mar 10
JC Investing — @BrandonWealth Do you rather $NVDA over $TSM?↗
Mar 10
JC Investing — If you have $250,000 to invest today
A) $TSLA
B) $NVDA
C) $GOOG
D) $TSM
Which one are you choosing?↗
Mar 10
The Future Investors — $TSM TSMC reported February revenue of $10B (+22% YoY), but down 20.8% vs January due to the Lunar New Year holiday 🐉
Jan–Feb revenue totaled $22.6B, up +29.9% YoY 📈 https://t.c…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
— I know that...
$TSM will be a $1250 stock
$HOOD will be a $300 stock
$NVDA will be a $1000 stock
$TSLA will be a $2500 stock
$META will be a $1,200 stock
… just a matter of e…
SemiAnalysis — After a slowdown in the first half of 2025, we are once again seeing material shipments of IC chips from Taiwan to Mexico, as $TSM seeks to leverage trade agreements such as USMCA…↗
Feb 10
The Future Investors — $TSM TSMC's January revenue rose 37% YoY to $12.7B, running well ahead of its 30% full-year growth outlook 🚀
TSMC also approved up to $30B in capital injections and $1.9B in new…↗
Feb 1
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
— $TSM TSMC will increase its 2026 capex to $52–$56B, up +27%–37% from the $40.9B spent in 2025 💰🚀
- 60–80% → advanced process development 🏭
- 10% → specialty processes ⚒️
- 10–2…
Ray Wang — SK Hynix earnings call is scheduled for 9:00 am Seoul time on January 29.
Most excited one after $TSM. https://t.co/CpVHDqJcM8↗
Jan 15
Ray Wang — $TSM some key stats from 4Q25 earnings call.
- 4Q25 Key Performance Indicators
* Revenue: $33.7B, +1.9% QoQ, slightly ahead of guidance
* Gross Margin: 62.3%, +2.8 ppt QoQ, exce…↗
Jan 15
The Future Investors — 𝗧𝗦𝗠𝗖 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TSM
EPS: $3.14 vs $2.98 est. ✅
Revenue: $33.73B vs $32.73B est. ✅
Outlook Q1 2026
Revenue: $34.6B-$35.8BB vs $32.96B est. ✅
Shares: +2.4%…↗
Jan 11
The Future Investors — The AI era runs on semiconductors 🤖⚙️
4 giants. Who’s your long-term winner? Choose your fighter!🥊👇
$NVDA $TSM $ASML $AMD https://t.co/KwRwInXecX↗
Jan 10
The Future Investors — Earnings season kicks off again next week 📊🚀
It starts off calmly with the big U.S. banks 🏦 $GS $MS $JPM $BAC $C $WFC
And on Thursday, it’s time for $TSM
👉 What are you most…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 9
The Future Investors — $TSM TSMC posted Q4 revenue of $33.04 billion, beating forecasts on strong AI-driven demand 🤖🚀
December revenue was $10.6 billion, down 2.5% from November but up 20.4% YoY. htt…↗
Jan 8
Tech Fund — Goldman buy thesis on TSMC $TSM
"We view AI as a multi-year growth engine for TSMC, with capacity tightness expected to persist through 2027, as exponential growth in token consum…↗
Jan 6
The Future Investors — Who Leads Each Continent? 🌎
The Biggest Companies by Marketcap 👇
𝗡𝗼𝗿𝘁𝗵 𝗔𝗺𝗲𝗿𝗶𝗰𝗮
🇺🇸 1. $NVDA | Nvidia - $4.58T
🇺🇸 2. $AAPL | Apple - $3.90T
🇺🇸 3. $GOOGL | Alphab…↗
Jan 5
The Future Investors — $TSM TSMC has begun mass production of its next-generation 2nm (N2) chips. 🤖🇹🇼
This is TSMC’s first gate-all-around nanosheet node, targeting 10–15% better performance or 25–30…↗
— $TSM TSMC made about $11B in revenue in November, down 6.5% vs October, but still +24.5% year-on-year thanks to strong AI and data-center demand. Total 2025 revenue so far is rough…
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
— $TSM TSMC’s October sales hit $11.9B, up +16.9% YoY. Its slowest pace since Feb 2024. Still, monthly revenue jumped +11% vs September.
Can TSMC keep powering the AI boom? 🤖👇 ht…
Ray Wang — One more point that should be factored in is that $TSM's monthly revenue in Oct '24 was then-ATH monthly revenue, which could make the YoY monthly revenue growth look relatively sm…↗
Nov 10
Ray Wang — 3) $TSM full year guide for '25 https://t.co/2ygEct2oaS↗
Nov 10
Ray Wang — 2) $TSM announced its net revenue for October 2025. Revenue for October 2025 was approximately NT$367.47 billion (+11% MoM and +16.9% YoY).
Revenue for January through October…↗
Nov 10
Ray Wang — 1) Quick flashback on some key comments from $TSM C.C. Wei during Q3 earnings call on Q4 and full-year outlook amid the company's October revenue release (full see #2)—NT$367.47 bi…↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 9
Ray Wang — $TSM CEO C.C. Wei stated that the company has once again set new records for both revenue and profit this year, adding confidently that “not just this year, every year from now wil…↗
Nov 9
Ray Wang — 6) While not commenting on $TSM wafer pricing change and impact, he hinted at the tight nature of $TSM 6/7nm supply (which could mean the possibility of wafer price hike although m…↗
Nov 9
Ray Wang — 2) Usually, I start with fundamentals. But I decided to just highlight the notable part of this call. So few things:
- Its October revenue is TWD 7B, ATH monthly revenue.
- Cli…↗
Nov 8
The Future Investors — $NVDA $TSM Nvidia’s surging AI chip demand is pushing TSMC to boost 3nm production by 50% from 100K to 160K wafers per month — much of it reserved for NVIDIA’s next-gen Rubin lineu…↗
Nov 7
Ray Wang — This is big if true. According to Taiwanese media reports, $NVDA additional AI chip orders using $TSM 3nm process are prompting TSMC to expand monthly wafer capacity from 100–110K…↗
Nov 7
Ray Wang — $NVDA Jensen: “Why am I back? Well, business is very strong. So, I came back to encourage my TSMC friends (to work hard)… business is going very, very strong and I’m here to encour…↗
Nov 4
Raging Capital Ventures — I’ve heard for some time that $TSLA has secured a large portion of $TSM’s leading edge 2 nm capacity.↗
Nov 2
Ray Wang — $TSM's N2P and A16 processes are both on track for mass production in the 2H26, with A16 slated to begin trial production as early as March 2026 per supply chain source.
Accordin…↗
Nov 2
Ray Wang — Prices for $TSM's advanced nodes in 2026 are expected to rise by 3% to 10%, though the exact increase will depend on the specific process node and individual customer agreements.…↗
Ray Wang — $TSM and (maybe) $MU? https://t.co/m8y21Sazb0↗
Oct 22
Ray Wang — How much of Taiwan's 19% share of revenue for $LRCX was from $MU and $TSM this Q lol https://t.co/4b1wzGf0ur↗
Oct 22
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟭𝟬 𝗖𝗘𝗢 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
And the nominees in the category 'CEO of the year' are....
$AMD - Lisa Su @LisaSu
$…↗
Oct 21
Ray Wang — According to Nikkei Business, $TSM has been increasing its patent filings related to semiconductor lithography technology, with the number doubling over the past seven years throug…↗
Oct 21
Ray Wang — It would be impressive if Samsung could raise the process yield of 2nm to 70%.
That's the goal, at least. $TSM↗
Oct 21
Ray Wang — "In a recent closed-door meeting, the company reiterated the $AMZN Trainium 3 schedule, confirming no delay: Trn3-1 is set for tape-out in Q1 2025 and mass production in Q1 2026; T…↗
Oct 19
Ray Wang — $TSM revenue share from China reportely continues to decline, as Bitmain’s orders have been cut in half and Huawei-affiliated Sophgo’s orders have fallen to zero.
Sophgo Technolog…↗
Oct 19
Ray Wang — KGI: According to our recent check, demand for $TSM CoWoS in 2026 has become even stronger compared with two weeks ago, mainly driven by $NVDA.
We estimate $TSM's CoWoS monthly c…↗
Oct 19
The Future Investors — $TSM $NVDA Nvidia & TSMC kick off Blackwell wafer volume production in Arizona! A major milestone for AI, innovation & U.S. manufacturing 🇺🇸🚀
https://t.co/aBogxIHQKR↗
Oct 16
Ray Wang — $TSM CEO C.C. Wei on CoWoS Capacity: "Talking about the CoWoS capacity, all I can say is continue the 3 months ago, we are working very hard to narrow the gap between the demand an…↗
Oct 16
Ray Wang — $TSM CEO C.C Wei: "The AI demand actually continue to be very strong, it's more -- more stronger than we thought 3 months ago, okay?"
"So the CAGR we...previously we announced is…↗
Oct 16
Ray Wang — $TSM CEO C.C. Wei: "Externally, we work closely with our customers and our customers' customer to plan our capacity. We have more than 500 different customers across all the end ma…↗
Oct 16
Ray Wang — 1) On the point about CAPEX — given the acceleration of $TSM U.S. fab buildout, its continued commitment to expanding capacity in Taiwan, and the recent land purchases in Arizona,…↗
Oct 16
Ray Wang — 2) $TSM's foundry ecosystem partner and supply chain can be very complex. But here is a list of companies you should follow.
Companies working on cleanrooms, gas/chemicals, and a…↗
Oct 16
Ray Wang — This is very impressive. $TSM's last Q margin was already impressive. And this one is arugbly more.
$TSM CFO Jen-Chau Huang: "Compared to second quarter, our third quarter gross…↗
Oct 16
The Future Investors — 𝗧𝗦𝗠𝗖 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TSM
EPS: $2.92 vs $2.66 est. ✅
Revenue: $33.1B vs $32.1B est. ✅
Outlook Q4 2025
Revenue: $32.2B-$33.4B vs $32.0B est. ✅
Shares: +3.0% 📈…↗
Oct 15
Ray Wang — Now people are modeling 50B capex for $TSM '26 🤯↗
Oct 13
Ray Wang — $AAPL iPhone 17 series has achieved both strong sales and positive market reception, reportedly prompting additional order requests that have energized the Taiwanese supply chain.…↗
Oct 12
Ray Wang — $TSM SoIC and CoWoS capacity for 2026 is reportedly fully booked amid surging AI demand. Leading OSATs and downstream testing providers such as ASE, SPIL and KYEC are expected to b…↗
Oct 12
Ray Wang — What a productive weekend. Just end until the mail sent out successfully as scheduled. Earnings week is back.
$ASML and $TSM. Fun time!↗
Oct 9
Ray Wang — The wafer capacity here in the post is $TSM's CoWoS ^↗
Oct 9
Ray Wang — "Last month, major brokerages (I think it's MS lol) already revised next year’s capacity forecast upward to 100k wafers per month. $TSM $NVDA
Currently, the Phase 1 cleanroom spa…↗
Oct 8
Ray Wang — @kukreja_abhinav Truth is $TSM usually hike wafer price by 5-10 % by node from 5/4/3/2 and probably 15% for N2 to justify higher cost for the node itself as well as oversea margin…↗
Oct 8
Ray Wang — UBS also raised $TSM CoWoS forecasts for ‘26 fwiw↗
Oct 6
Ray Wang — Update on $TSM advanced node roadmap in Taiwan and Arizona—state-of-the-art process node (N2, A16, and A14) will be established in Taichung, Kaoshiung, and Arizona. $NVDA $AMD $AA…↗
Oct 6
Ray Wang — $TSM management in Hsinchu, Taiwan. https://t.co/ZHdnVJhGZf↗
Oct 6
Ray Wang — Acer CEO Jason Chen stated that if people focus on how $NVDA investment in $INTC impacts $TSM, they are missing the point. For PC brands, the more pressing concern is the new varia…↗
Oct 6
Ray Wang — $AMKR officially begins construction of its new advanced packaging and testing facility in Peoria, Arizona. The plant is scheduled to begin operations in early 2028.
Upon compl…↗
Oct 6
Ray Wang — $TSM Case Study on CoWoS-R and IVR.
- IVR-on-CoWoS-R DEC drastically improves power integrity and efficiency for AI/HPC packages.
- Achieves 66× lower PDN impedance, 3.5× lower…↗
Oct 5
Ray Wang — @zephyr_z9 Tru. And arguably $TSM's AP still underrated.↗
Oct 5
Ray Wang — Must-read. Absolute innovation leadership. $TSM on AP.
IVR (Integrated Voltage Regulator) application and $TSM CoWoS-L Innovation. 4NVDA
- Case 1: Integration of IVR + eDTC in T…↗
Oct 5
Ray Wang — 7) Taken together, it's almost impossible to make a case that there is a slowdown in AI demand, especially on the "shovel" layer. $NVDA continued to be the biggest beneficiary, as…↗
Oct 5
Ray Wang — 1) Taiwan’s leading $NVDA AI server manufacturer and key $AAPL assembler Hon Hai (Foxconn) reported September revenue of NT$837.1 billion, up 38.0% MoM and 14.2% YoY, marking a new…↗
Oct 4
Ray Wang — "Altman has been exploring financing alternatives with supply-chain partners, people familiar with his meetings said. Such discussions remain in the early stages, the people said.…↗
Oct 4
Ray Wang — This episode from @stratechery featured two "Ben" is very interesting, particularly the discussion on $INTC and $TSM. I found the analogy of insurance and $INTC quite eye-opening.…↗
Oct 3
Ray Wang — Bloomberg reported that Huawei's Ascend 910C consists of HBM2E from SK Hynix and Samsung, as well as logic die from $TSM, citing TechInsight's research. https://t.co/7namVJP6uQ↗
Ray Wang — Wow. Big stuff: According to WSJ, the Trump administration is weighing a new policy that would require U.S. tech companies to match the number of semiconductors they import with th…↗
Sep 25
Ray Wang — According to the Wall Street Journal, $INTC has explored potential investment or manufacturing partnerships not only with $AAPL but also with $TSM. https://t.co/7NVKsVj90T↗
Sep 24
Ray Wang — Important announcement from $SNPS on collaboration with $TSM on N2, A16, Advanced Packaging (SoIC-X) https://t.co/YmASH3Tj78↗
Sep 23
Ray Wang — Significant strategic shift from $MU. Micron's HBM4's base die is currently in-house.
Now it decides to side with SK Hynix in term of working with $TSM on base logic die of HBM4E…↗
Sep 23
Ray Wang — Another super important detail. $MU will work with $TSM on its base logic die of HBM4E!!!!
BIG STUFF. https://t.co/eTWkAUBR7B↗
Sep 23
Ray Wang — $TSM's A16 and A14 Process Technology: ""A14 development is progressing smoothly with yield performance ahead of schedule.""
A16: Integrates nanosheet transistors with Super Pow…↗
Sep 22
Ray Wang — BIG: Nikkei Asia reported that MediaTek is in talks with $TSM to make their chips in Arizona.
MediaTek Corporate Vice President JC Hsu: "We are preparing to potentially put som…↗
Sep 22
Ray Wang — Promise this is my last self-promotion on this piece (should be a good Monday read tho).
$INTC $ALAB $NVDA $ARM $LRCX $SNPS $AMAT $TSM↗
Sep 4
Nancy Pelosi Stock Tracker ♟ — @tradewithisaac Top trades include
$950K in Taiwan Semi's $TSM
$1.65M in Nvidia $NVDA
$350K in Amazon $AMZN
$50K of Figma $FIG
$200K of Broadcom $AVGO↗