holding $Taiwan Semiconductor(TSM.US) into Thursday's Q2 print. the thing i actually care about isn't the beat, they beat every quarter, it's whether they raise the full-year guide again. if they do, the whole "AI capex ceiling" fear just dies. CoWoS capacity commentary is the real tell.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments