The cause of TSMC's decline 😱

yoruageha : That being said, it fell more than I expected, so even if I sold it, it didn't sell, and I'll leave it as it is. I always keep Pinhane's information on the target and it's a learning experience

183165582 : I wish I had gone against each other

ピンハネ OP yoruageha : The information came in 2 hours before opening, but it wasn't on the news, so I was refraining from posting it

トリリオンネア : Thank you for always posting the latest information. I admire your keen observation and analytical skills.
It's unlearned, but is it OK to understand that the fact that TSMC's inventory digestion is slower than expected and growth forecasts have been lowered (although AI chips have not been specified) means to some extent that NVDA's financial results for the second half of this year will also not be good with a high probability?

ピンハネ OP トリリオンネア : I think it's bad not only for N, but for semiconductors as a whole. This includes AITonight's case hasn't been analyzed yet, so I'll post it again when I've finished analyzing the semiconductor market as a whole

kiyo1112 : Soxl is up

おむすびちゃん : Isn't it okay to watch L go down for a while and S go up?
No, but to get this far... it was too quick to make a profit

ピンハネ OP おむすびちゃん : HelloBullish investors are also bearish due to the worsening situation in the Middle East and the TSMC caseIf S goes up any further, semiconductor stocks will fallThe analysis is still in progress