TSMC Hits Record Profit! Are Chip Stocks Back in Action?

TSMC’s net profit for Q3 2025 reached NT$452.3 billion, marking a record high for the company, compared to NT$325.26 billion in the same period last year. ASML’s orders beat analyst expectations, as demand for its chip-making machines was fueled by hundreds of billions of dollars in investment into AI. €5.4 billion ($6.3 billion) in bookings in the period, compares to €4.9 billion expected by analysts --------- 1. How do you view TSMC's record profits? 2. Will they offer guidance on semiconductor cycle? 3. Is AI still as hot as market signals?

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nerdbull1669

2025-11-03

Can SMCI Management Commentary Make A Surprise Upside Move?

$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed

Can SMCI Management Commentary Make A Surprise Upside Move?

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Is AI still as hot as market signals?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1760177924212,"userCounts":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":12831cffe0a54b50b395d9490be0c982}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowSubscriptionFinancial":false,"subscriberCount":0,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1761148800000,"rewardEnd":true,"symbols":[],"tweetCounts":78,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"TSMC Hits Record Profit! Are Chip Stocks Back in Action?","tweetAmount":78,"imageIsDefault":false,"aiDerivativeIssues":["How to view TSMC's record profits?"]},"tab":"essen","allList":[{"id":496266347967192,"gmtCreate":1762181316510,"gmtModify":1762225460436,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Can SMCI Management Commentary Make A Surprise Upside Move?","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed","text":"$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed","images":[{"img":"https://community-static.tradeup.com/news/e8a59220149fef9b0b8484365a77f109","width":"1381","height":"592"},{"img":"https://community-static.tradeup.com/news/0eab6c7650cb1f9e9683a29333ed8b05","width":"442","height":"605"},{"img":"https://community-static.tradeup.com/news/1834bbed74db3522d4b85aeb331ca51d","width":"1619","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":122,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/496266347967192","isVote":1,"tweetType":1,"viewCount":7512,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Can you guys imagine if they announce new CFO tomorrow? I think the market cap will fly to the 40s. Revenue is already baked in to the price and investors are getting this cheap before the good news.","text":"Can you guys imagine if they announce new CFO tomorrow? I think the market cap will fly to the 40s. Revenue is already baked in to the price and investors are getting this cheap before the good news.","html":"Can you guys imagine if they announce new CFO tomorrow? I think the market cap will fly to the 40s. Revenue is already baked in to the price and investors are getting this cheap before the good news."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"SMCI is a strong buy for long investors. Look for $100+ next year.","text":"SMCI is a strong buy for long investors. Look for $100+ next year.","html":"SMCI is a strong buy for long investors. Look for $100+ next year."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":492848636089216,"gmtCreate":1761346942029,"gmtModify":1761346946541,"author":{"id":"4144888663826802","authorId":"4144888663826802","name":"derickt","avatar":"https://community-static.tradeup.com/news/39af9fba1b299d25a4c88d224de77ac0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144888663826802","idStr":"4144888663826802"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/SOXL 20251024 57.0 CALL\">$SOXL 20251024 57.0 CALL$ </a> expired worthless thanks to the rally ❤️","listText":"<a href=\"https://ttm.financial/OPT/SOXL 20251024 57.0 CALL\">$SOXL 20251024 57.0 CALL$ </a> expired worthless thanks to the rally ❤️","text":"$SOXL 20251024 57.0 CALL$ expired worthless thanks to the rally ❤️","images":[{"img":"https://community-static.tradeup.com/news/a73ac1b2362fd1aac742f8203b543cec","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/492848636089216","isVote":1,"tweetType":1,"viewCount":3159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492308184838728,"gmtCreate":1761215093162,"gmtModify":1761273132552,"author":{"id":"4114848768002772","authorId":"4114848768002772","name":"ShenGuang","avatar":"https://community-static.tradeup.com/news/64825bedb4d401c1a1616d1f15c8a241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4114848768002772","idStr":"4114848768002772"},"themes":[],"title":"Why TSMC Didn't Pop Despite Stellar Q3 Results: Deglobalization Issues","htmlText":"The release of Taiwan Semiconductor Manufacturing Company’s (ticker: <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ) third quarter (Q3) results for its Fiscal Year (FY) 2025 on the 16th of October 2025 prompted different market reactions in the U.S. vis-à-vis its Taiwan-listed ticker (“2330.TW”): While the Taiwan-listed ticker soared before moderating in the present week, the U.S.-listed ticker (wherein each ADS comprises of 5 ordinary shares) showed a distinctly bearish flavour. The factors behind this are directly related to the outlook on AI chip buy-ins as well as the ongoing U.S.-China trade tensions. Trend Analysis Taiwanese investors weren’t entirely unjustified, as trends in the year till date indicate relative to the previous FY. As of the fir","listText":"The release of Taiwan Semiconductor Manufacturing Company’s (ticker: <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ) third quarter (Q3) results for its Fiscal Year (FY) 2025 on the 16th of October 2025 prompted different market reactions in the U.S. vis-à-vis its Taiwan-listed ticker (“2330.TW”): While the Taiwan-listed ticker soared before moderating in the present week, the U.S.-listed ticker (wherein each ADS comprises of 5 ordinary shares) showed a distinctly bearish flavour. The factors behind this are directly related to the outlook on AI chip buy-ins as well as the ongoing U.S.-China trade tensions. Trend Analysis Taiwanese investors weren’t entirely unjustified, as trends in the year till date indicate relative to the previous FY. As of the fir","text":"The release of Taiwan Semiconductor Manufacturing Company’s (ticker: $Taiwan Semiconductor Manufacturing(TSM)$ ) third quarter (Q3) results for its Fiscal Year (FY) 2025 on the 16th of October 2025 prompted different market reactions in the U.S. vis-à-vis its Taiwan-listed ticker (“2330.TW”): While the Taiwan-listed ticker soared before moderating in the present week, the U.S.-listed ticker (wherein each ADS comprises of 5 ordinary shares) showed a distinctly bearish flavour. The factors behind this are directly related to the outlook on AI chip buy-ins as well as the ongoing U.S.-China trade tensions. Trend Analysis Taiwanese investors weren’t entirely unjustified, as trends in the year till date indicate relative to the previous FY. As of the fir","images":[{"img":"https://community-static.tradeup.com/news/2824b3665c74da86a69d14e69fc30baf","width":"640","height":"444"},{"img":"https://community-static.tradeup.com/news/fcf5c3109b58517a7c803bedc57aa958","width":"640","height":"314"},{"img":"https://community-static.tradeup.com/news/9947786ddc86fd13fe8967d75f9788b8","width":"640","height":"213"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":27,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/492308184838728","isVote":1,"tweetType":1,"viewCount":8474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Next Thursday is approaching. It might be of a make-or-break moment, but it will surely not work out. If you can rest well, consider buying more. Crash of stock market is inevitable.","text":"Next Thursday is approaching. It might be of a make-or-break moment, but it will surely not work out. If you can rest well, consider buying more. Crash of stock market is inevitable.","html":"Next Thursday is approaching. It might be of a make-or-break moment, but it will surely not work out. If you can rest well, consider buying more. Crash of stock market is inevitable."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"this one is for long term investment. should give healthy 30-40% upward in 6-7 months.","text":"this one is for long term investment. should give healthy 30-40% upward in 6-7 months.","html":"this one is for long term investment. should give healthy 30-40% upward in 6-7 months."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":490914481193848,"gmtCreate":1760875577250,"gmtModify":1760877811729,"author":{"id":"3581544848503089","authorId":"3581544848503089","name":"Jackosen","avatar":"https://static.tigerbbs.com/89f363319ae263a7271cb94a537d8d68","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581544848503089","idStr":"3581544848503089"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/70CZjBT\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/70CZjBT\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/490914481193848","isVote":1,"tweetType":1,"viewCount":5701,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185840858005802","authorId":"4185840858005802","name":"KobeWonder","avatar":"https://community-static.tradeup.com/news/45e0054b6ef85a420cb65509ae3b5ee1","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4185840858005802","idStr":"4185840858005802"},"content":"Click on mine too!","text":"Click on mine too!","html":"Click on mine too!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490790731231672,"gmtCreate":1760845333668,"gmtModify":1760849830053,"author":{"id":"3581727244675977","authorId":"3581727244675977","name":"MySGX","avatar":"https://static.tigerbbs.com/f6a22f88deb287b757cb3e60419d2882","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727244675977","idStr":"3581727244675977"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/30CZdv6\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/30CZdv6\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490790731231672","isVote":1,"tweetType":1,"viewCount":4307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490600865043048,"gmtCreate":1760798885247,"gmtModify":1760800454315,"author":{"id":"4111879996593612","authorId":"4111879996593612","name":"JazzPer","avatar":"https://community-static.tradeup.com/news/08c035d3dc313838d7570a0b9468511c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4111879996593612","idStr":"4111879996593612"},"themes":[],"title":"","htmlText":"Buy buy buy buy buy buy","listText":"Buy buy buy buy buy buy","text":"Buy buy buy buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490600865043048","isVote":1,"tweetType":1,"viewCount":3676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490523465761072,"gmtCreate":1760780078182,"gmtModify":1760780081800,"author":{"id":"3564887540980880","authorId":"3564887540980880","name":"Investorpw","avatar":"https://static.tigerbbs.com/d1dd948dbb16b3bc2aece70dc8351fa9","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3564887540980880","idStr":"3564887540980880"},"themes":[],"title":"","htmlText":"Yes see growth for the next 4Q at least&nbsp;","listText":"Yes see growth for the next 4Q at least&nbsp;","text":"Yes see growth for the next 4Q at least","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490523465761072","isVote":1,"tweetType":1,"viewCount":3773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490477773783304,"gmtCreate":1760768939121,"gmtModify":1760768944541,"author":{"id":"4142551860919612","authorId":"4142551860919612","name":"nomadic_m","avatar":"https://community-static.tradeup.com/news/1f3661c844e575fec696ac41d1d30e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4142551860919612","idStr":"4142551860919612"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>'s record profit is a positive sign for&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>due to their close business relationship and growing demand for AI chips. This may lead to: - Increased production capacity - Improved supply chain stability - Potential cost benefits - Stronger partnership This could ultimately benefit Nvidia's business and financial performance. <a href=\"https://ttm.financial/OPT/NVDL 20251024 109.0 CALL\">$NVDL 20251024 109.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>'s record profit is a positive sign for&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>due to their close business relationship and growing demand for AI chips. This may lead to: - Increased production capacity - Improved supply chain stability - Potential cost benefits - Stronger partnership This could ultimately benefit Nvidia's business and financial performance. <a href=\"https://ttm.financial/OPT/NVDL 20251024 109.0 CALL\">$NVDL 20251024 109.0 CALL$ </a>&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$ 's record profit is a positive sign for $NVIDIA Corp(NVDA)$ due to their close business relationship and growing demand for AI chips. This may lead to: - Increased production capacity - Improved supply chain stability - Potential cost benefits - Stronger partnership This could ultimately benefit Nvidia's business and financial performance. $NVDL 20251024 109.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/6bec85f6adffa4758c71ff643c0387f5","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/490477773783304","isVote":1,"tweetType":1,"viewCount":3672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490432011305304,"gmtCreate":1760757755257,"gmtModify":1760765296773,"author":{"id":"3581727244675977","authorId":"3581727244675977","name":"MySGX","avatar":"https://static.tigerbbs.com/f6a22f88deb287b757cb3e60419d2882","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581727244675977","idStr":"3581727244675977"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/50CZAHl\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/50CZAHl\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490432011305304","isVote":1,"tweetType":1,"viewCount":3694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490418664931768,"gmtCreate":1760754497169,"gmtModify":1760754500361,"author":{"id":"4144888663826802","authorId":"4144888663826802","name":"derickt","avatar":"https://community-static.tradeup.com/news/39af9fba1b299d25a4c88d224de77ac0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144888663826802","idStr":"4144888663826802"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/NVDL 20251017 67.0 PUT\">$NVDL 20251017 67.0 PUT$ </a> expired worthless. waiting for post earnings volatility to strategize again. thank you for the weekend pocket money","listText":"<a href=\"https://ttm.financial/OPT/NVDL 20251017 67.0 PUT\">$NVDL 20251017 67.0 PUT$ </a> expired worthless. waiting for post earnings volatility to strategize again. thank you for the weekend pocket money","text":"$NVDL 20251017 67.0 PUT$ expired worthless. waiting for post earnings volatility to strategize again. thank you for the weekend pocket money","images":[{"img":"https://community-static.tradeup.com/news/d962409e2789b08fdca86a351e53eff0","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/490418664931768","isVote":1,"tweetType":1,"viewCount":4009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490403855544824,"gmtCreate":1760750881698,"gmtModify":1760753630274,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559903464518522","idStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/90CZ3wA\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/90CZ3wA\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490403855544824","isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490404246827096,"gmtCreate":1760750874337,"gmtModify":1760753629908,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559903464518522","idStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://sg.etasphere.com/activity2/market/2025/contra-fission/receive?utm_medium=tiger_community&amp;shareID=97aa0b73aab6016323ba1b672858c7f7&amp;invite=6BHPE2&amp;lang=en_US&amp;platform=android&amp;userCode=9d3c3d85-dd09-4e86-a0fd-6697885c2b49&amp;utm_source=invite\">Cash Boost Lucky Draw</a> Hey friend! 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Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490404246827096","isVote":1,"tweetType":1,"viewCount":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490264753996632,"gmtCreate":1760716951432,"gmtModify":1760717759439,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559903464518522","idStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/70CYrD7\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/70CYrD7\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490264753996632","isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":490122301349976,"gmtCreate":1760682039992,"gmtModify":1760682748963,"author":{"id":"4144309159646392","authorId":"4144309159646392","name":"CSOP AML","avatar":"https://community-static.tradeup.com/news/980370ff570660b9a42525dade531ad9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4144309159646392","idStr":"4144309159646392"},"themes":[],"title":"WTD Saw US-China Trade Jitters, JapanesePolitical Turmoil and Increased Expectations for October Fed Rate Cut 【CSOP APAC Mid-Week at a Glance】","htmlText":"East Asia&nbsp; LCU YTD return: +23.36% ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Despite declining -2.08% in USD WTD, <a href=\"https://ttm.financial/S/LCU.SI\">$CSOP LOW CARBON US$(LCU.SI)$</a> gained 23.36% in USD YTD. ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; WTD performance was weighed by US-China trade jitters and Japanese political turmoil. SQU YTD return: +7.17% ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Despite declining -2.02% in USD WTD, <a href=\"https://ttm.financial/S/SQU.SI\">$CSOP SEA TECH ETF US$(SQU.SI)$</a> gained 7.17% in USD YTD. ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; WTD decline was led by EMTK, Inari Amertron and Venture Corp.&nbsp; Despite Inari Amertron’s decline WTD, its target price was raised by TA Securities as its primary American","listText":"East Asia&nbsp; LCU YTD return: +23.36% ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Despite declining -2.08% in USD WTD, <a href=\"https://ttm.financial/S/LCU.SI\">$CSOP LOW CARBON US$(LCU.SI)$</a> gained 23.36% in USD YTD. ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; WTD performance was weighed by US-China trade jitters and Japanese political turmoil. SQU YTD return: +7.17% ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Despite declining -2.02% in USD WTD, <a href=\"https://ttm.financial/S/SQU.SI\">$CSOP SEA TECH ETF US$(SQU.SI)$</a> gained 7.17% in USD YTD. ·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; WTD decline was led by EMTK, Inari Amertron and Venture Corp.&nbsp; Despite Inari Amertron’s decline WTD, its target price was raised by TA Securities as its primary American","text":"East Asia LCU YTD return: +23.36% · Despite declining -2.08% in USD WTD, $CSOP LOW CARBON US$(LCU.SI)$ gained 23.36% in USD YTD. · WTD performance was weighed by US-China trade jitters and Japanese political turmoil. SQU YTD return: +7.17% · Despite declining -2.02% in USD WTD, $CSOP SEA TECH ETF US$(SQU.SI)$ gained 7.17% in USD YTD. · WTD decline was led by EMTK, Inari Amertron and Venture Corp. Despite Inari Amertron’s decline WTD, its target price was raised by TA Securities as its primary American","images":[{"img":"https://community-static.tradeup.com/news/3d3e6544848b9a005d70dce83cd9ef19","width":"783","height":"343"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490122301349976","isVote":1,"tweetType":1,"viewCount":30108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":489912972148896,"gmtCreate":1760631036509,"gmtModify":1760632234737,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"Daily Scoop🍨 : TSMC Record Earnings Power AI Stocks, US - China - India Oil And Rollercoaster Talks","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-","images":[{"img":"https://community-static.tradeup.com/news/3e7739b3fa7b2e58dab1fd3ad3a0e3ef","width":"1179","height":"1542"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489912972148896","isVote":1,"tweetType":1,"viewCount":3501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":489908518101056,"gmtCreate":1760629846684,"gmtModify":1760630493782,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088639346266630","idStr":"4088639346266630"},"themes":[],"title":"","htmlText":"Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-Russia Trade Shift: Crude prices rose 1% after President Trump said India would halt Russian oil imports, signaling potent","listText":"Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-Russia Trade Shift: Crude prices rose 1% after President Trump said India would halt Russian oil imports, signaling potent","text":"Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-Russia Trade Shift: Crude prices rose 1% after President Trump said India would halt Russian oil imports, signaling potent","images":[{"img":"https://community-static.tradeup.com/news/3e7739b3fa7b2e58dab1fd3ad3a0e3ef","width":"1179","height":"1542"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489908518101056","isVote":1,"tweetType":1,"viewCount":3824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":489904877593144,"gmtCreate":1760629083399,"gmtModify":1760630506165,"author":{"id":"3559903464518522","authorId":"3559903464518522","name":"chandon99","avatar":"https://community-static.tradeup.com/news/08f57baddeafe8e815f418f95b585e63","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559903464518522","idStr":"3559903464518522"},"themes":[],"title":"Cash Boost Lucky Draw","htmlText":"Find out more here:<a href=\"https://tigr.link/s/70CYGz0\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","listText":"Find out more here:<a href=\"https://tigr.link/s/70CYGz0\">Cash Boost Lucky Draw</a> Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","text":"Find out more here:Cash Boost Lucky Draw Hey friend! Tap to help me out and get a mystery gift for yourself—check it out now!","images":[{"img":"https://static.tigerbbs.com/b1474c0816422c59974bd9bee42bb226"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489904877593144","isVote":1,"tweetType":1,"viewCount":2769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489863515148888,"gmtCreate":1760618985576,"gmtModify":1760623393122,"author":{"id":"4147681045299222","authorId":"4147681045299222","name":"Isleigh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4147681045299222","idStr":"4147681045299222"},"themes":[],"title":"💥 TSMC Just Dropped a Bomb — and the Ripples Could Light Up the Chip Galaxy Again","htmlText":"When TSMC hits record profits, it's like the final boss in a video game leveling up — you know the rest of the tech world is about to feel it. Let's break it down: TSMC's NT$452.3 B profit isn't just a good quarter. It's proof that the AI gold rush is still minting new millionaires — and TSMC is selling the shovels. Their 3-nanometer production lines are booked solid. Every AI data-center chip, every EV controller, every smart device with a brain — they all need TSMC silicon. Think of the semiconductor cycle as a roller coaster: 2022 was the drop, 2023–24 the climb back up, and 2025? That's when the cart crests the hill and speeds into a new loop — powered by AI, robotics, and edge computing. Here's what's next 🔮 Short term (1–3 weeks): Expect chip names like ASML, NVDA, AVGO, and AMD to r","listText":"When TSMC hits record profits, it's like the final boss in a video game leveling up — you know the rest of the tech world is about to feel it. Let's break it down: TSMC's NT$452.3 B profit isn't just a good quarter. It's proof that the AI gold rush is still minting new millionaires — and TSMC is selling the shovels. Their 3-nanometer production lines are booked solid. Every AI data-center chip, every EV controller, every smart device with a brain — they all need TSMC silicon. Think of the semiconductor cycle as a roller coaster: 2022 was the drop, 2023–24 the climb back up, and 2025? That's when the cart crests the hill and speeds into a new loop — powered by AI, robotics, and edge computing. Here's what's next 🔮 Short term (1–3 weeks): Expect chip names like ASML, NVDA, AVGO, and AMD to r","text":"When TSMC hits record profits, it's like the final boss in a video game leveling up — you know the rest of the tech world is about to feel it. Let's break it down: TSMC's NT$452.3 B profit isn't just a good quarter. It's proof that the AI gold rush is still minting new millionaires — and TSMC is selling the shovels. Their 3-nanometer production lines are booked solid. Every AI data-center chip, every EV controller, every smart device with a brain — they all need TSMC silicon. Think of the semiconductor cycle as a roller coaster: 2022 was the drop, 2023–24 the climb back up, and 2025? That's when the cart crests the hill and speeds into a new loop — powered by AI, robotics, and edge computing. Here's what's next 🔮 Short term (1–3 weeks): Expect chip names like ASML, NVDA, AVGO, and AMD to r","images":[{"img":"https://community-static.tradeup.com/news/c82108e891d1552c8994018d5fd3f15f","width":"1024","height":"1024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/489863515148888","isVote":1,"tweetType":1,"viewCount":5266,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"TSM doubled in the last six months. Gains are already baked in, though hype continues to drive volume","text":"TSM doubled in the last six months. Gains are already baked in, though hype continues to drive volume","html":"TSM doubled in the last six months. Gains are already baked in, though hype continues to drive volume"},{"author":{"id":"10000000000011021","authorId":"10000000000011021","name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011021","idStr":"10000000000011021"},"content":"TSMC’s 3nm boom! Waiting for Q4 guide to confirm the super-cycle.","text":"TSMC’s 3nm boom! Waiting for Q4 guide to confirm the super-cycle.","html":"TSMC’s 3nm boom! Waiting for Q4 guide to confirm the super-cycle."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489837082866120,"gmtCreate":1760612524471,"gmtModify":1760612528292,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Foundry capacity is full. Wafers capacity is close to maximum.&nbsp; Too many orders, so Tier 1 customers get in first.&nbsp; This is the semicon boom cycle.&nbsp; Like during COVID, suddenly everyone is ordering so many wafers and chips (not waffles and potato chips). Then when boom turn into bust, after 2 years later, Too much inventory. We'll probably see the same.&nbsp; Enjoy this period first. Remember to take profits when valuation too high. Trim of you don't want to exit fully.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Foundry capacity is full. Wafers capacity is close to maximum.&nbsp; Too many orders, so Tier 1 customers get in first.&nbsp; This is the semicon boom cycle.&nbsp; Like during COVID, suddenly everyone is ordering so many wafers and chips (not waffles and potato chips). Then when boom turn into bust, after 2 years later, Too much inventory. We'll probably see the same.&nbsp; Enjoy this period first. Remember to take profits when valuation too high. Trim of you don't want to exit fully.&nbsp;","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Foundry capacity is full. Wafers capacity is close to maximum. Too many orders, so Tier 1 customers get in first. This is the semicon boom cycle. Like during COVID, suddenly everyone is ordering so many wafers and chips (not waffles and potato chips). Then when boom turn into bust, after 2 years later, Too much inventory. We'll probably see the same. Enjoy this period first. Remember to take profits when valuation too high. Trim of you don't want to exit fully.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489837082866120","isVote":1,"tweetType":1,"viewCount":4198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":489771374813584,"gmtCreate":1760596368309,"gmtModify":1760596374565,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"I'm incredibly excited about TSMC's&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; record profits for Q3 2025, and I remain bullish on the company. With a net profit of NT$452.3 billion, up 39.1% from NT$325.26 billion last year, it's clear that TSMC is capitalizing on strong demand across multiple sectors. The 30.3% revenue growth to NT$9,899.2 billion and a record-high gross margin of 59.5%—well above the expected 57.1%—demonstrate the company's robust financial health and operational efficiency. This performance solidifies my confidence in TSMC's leadership in the semiconductor industry. Looking at the business segments, I see even more reasons for optimism. The 20% growth in IoT and 19% in smartphone revenu","listText":"I'm incredibly excited about TSMC's&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; record profits for Q3 2025, and I remain bullish on the company. With a net profit of NT$452.3 billion, up 39.1% from NT$325.26 billion last year, it's clear that TSMC is capitalizing on strong demand across multiple sectors. The 30.3% revenue growth to NT$9,899.2 billion and a record-high gross margin of 59.5%—well above the expected 57.1%—demonstrate the company's robust financial health and operational efficiency. This performance solidifies my confidence in TSMC's leadership in the semiconductor industry. Looking at the business segments, I see even more reasons for optimism. The 20% growth in IoT and 19% in smartphone revenu","text":"I'm incredibly excited about TSMC's $Taiwan Semiconductor Manufacturing(TSM)$ record profits for Q3 2025, and I remain bullish on the company. With a net profit of NT$452.3 billion, up 39.1% from NT$325.26 billion last year, it's clear that TSMC is capitalizing on strong demand across multiple sectors. The 30.3% revenue growth to NT$9,899.2 billion and a record-high gross margin of 59.5%—well above the expected 57.1%—demonstrate the company's robust financial health and operational efficiency. This performance solidifies my confidence in TSMC's leadership in the semiconductor industry. Looking at the business segments, I see even more reasons for optimism. The 20% growth in IoT and 19% in smartphone revenu","images":[{"img":"https://community-static.tradeup.com/news/05888ea647ee40fcdc47b486c6f3def0","width":"784","height":"1168"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":17,"link":"https://ttm.financial/post/489771374813584","isVote":1,"tweetType":1,"viewCount":4097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"essenList":[{"id":496266347967192,"gmtCreate":1762181316510,"gmtModify":1762225460436,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Can SMCI Management Commentary Make A Surprise Upside Move?","htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed","text":"$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed","images":[{"img":"https://community-static.tradeup.com/news/e8a59220149fef9b0b8484365a77f109","width":"1381","height":"592"},{"img":"https://community-static.tradeup.com/news/0eab6c7650cb1f9e9683a29333ed8b05","width":"442","height":"605"},{"img":"https://community-static.tradeup.com/news/1834bbed74db3522d4b85aeb331ca51d","width":"1619","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":122,"commentSize":3,"repostSize":5,"link":"https://ttm.financial/post/496266347967192","isVote":1,"tweetType":1,"viewCount":7512,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Can you guys imagine if they announce new CFO tomorrow? I think the market cap will fly to the 40s. Revenue is already baked in to the price and investors are getting this cheap before the good news.","text":"Can you guys imagine if they announce new CFO tomorrow? I think the market cap will fly to the 40s. Revenue is already baked in to the price and investors are getting this cheap before the good news.","html":"Can you guys imagine if they announce new CFO tomorrow? I think the market cap will fly to the 40s. Revenue is already baked in to the price and investors are getting this cheap before the good news."},{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://community-static.tradeup.com/news/561204c6c54047cd04f5b42255a18df4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"SMCI is a strong buy for long investors. Look for $100+ next year.","text":"SMCI is a strong buy for long investors. Look for $100+ next year.","html":"SMCI is a strong buy for long investors. Look for $100+ next year."}],"imageCount":5,"langContent":"EN","totalScore":0}]}