$Taiwan Semiconductor(TSM.US)
Markets are nervous ahead of the July 16 earnings report. Even with June sales up 67.9% year over year, the stock has slipped to around $423 as traders obsess over short-term margin details.
My view hasn’t changed. TSMC still dominates advanced chips, while 3nm expansion and projected annual USD revenue growth above 30% support the long-term case.
I’m not trading the earnings volatility. I’ll hold, stay patient, and let the business compound.
@Captain's Treasure
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.
