MrTSMC : absolutely yes

102676030 : LFG!!

MrTSMC : let me ask 观音妈

123456FEDCBA : taking a break before climbing higher, i hope

Rockyturki : I’ve been loading up on TSM below 150

Shaaaw : Would you consider hedging with some SOXL puts as a portfolio ballast?

Digital Cat : any thoughts on how NVDA’s earnings might impact TSM?

苝积 OP Digital Cat : Every time before and after NVIDIA's Earnings Reports, the reaction of Taiwan Semiconductor's stock price catches special attention. As NVIDIA's main foundry partner, Taiwan Semiconductor plays a nearly 'effortless' role in the wave of AI Chips. As long as NVIDIA's GPU shipment data and order guidance remain strong, it directly translates to Taiwan Semiconductor's advanced manufacturing capacity being fully loaded. Particularly at the 3nm and 5nm nodes, NVIDIA's demand for high-performance computing heavily relies on Taiwan Semiconductor's technology. More crucially, this partnership is not temporary but a deeply integrated structural opportunity. Therefore, as long as NVIDIA continues to expand its Global Strategy, even in the Datacenter or edge AI fields, there is hope for Taiwan Semiconductor to gain more stable long-term profit support. In other words, if NVIDIA is strong, then Taiwan Semiconductor is stable.

exFan of MMoo : NOPE

blueSky91 : too much profit taking at 160.. everyone wants to get out.. i know i am.. it will be a few days before it breaks out of that level, perhaps in early may