explore | Grilled Cheese

Another dip. Another bounce.

#TSM knows the drill.

TSMC's record quarter collides with 'fierce' AI chip capacity battle as Nvidia, Apple, Broadcom and AMD fight for every wafer

#TSM #Nvidia #Apple https://financier.news/tsmcs-record-quarter-collides-with-fierce-ai-chip-capacity-battle-as-nvidia-apple-broadcom-and-amd-fight-for-every-wafer/

The biggest dollars sit in #MU and #NVDA, but #TSM is the cleanest downside outlier at 89% put flow.
↘️ Put skew: TSM 89% on $7.9M
➡️ Sweep premium: MU $28.0M, NVDA $23.7M
↘️ Defensive cluster: NBIS/CRWV/INTC all above 50% put flow

📢 Stocks Trending NOW: #TSM #RKLB #CRWV #SCHW #BSP #WMT #FMC #OPK #PLD #COST

🚨 TSMC beats Q3! 💥 Revenue $46.72B (+41% YoY), EPS $4.60 per ADR vs $4.52 expected 🔥 Beat on both lines ✅ Gross margin 66.4%, Q4 revenue guide $52.3–54.3B 🚀 Yet $TSM still dips in pre-market 📉 2nm ramp squeezes margins. Slow accumulation wins, let time work for you 🙏 @TSMC @nvidia #TSM #Earnings

ASML’s Q3 2026 revenue rose 55.1% year over year to €11.66 billion, missing analyst estimates by €70 million, while reported GAAP EPS of €12.93 beat estimates by €2.14.

#ASML #ASMLHolding #NVDA #AMD #TSM

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🚨 TSMC $TSM earnings loom! 💥 Q3 revenue already hit a record NT$1.49T (+50% YoY) 🔥 The bar is high: watch gross margin, Q4 guidance, and 2nm demand 💎 Read-through for $NVDA $AVGO $AMD 📈 Call: Thursday 2 AM ET Slow accumulation wins, let time work for you 🙏 @TSMC @nvidia #TSM #Earnings
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