w1en
liked
$Taiwan Semiconductor(TSM.US$ Q2 FY24:
• Revenue +40% Y/Y $20.8B ($0.7B beat).
• Gross margin 53% (-1pp Y/Y).
• Operating margin 43% (+1pp Y/Y).
• Capex $6.3B.
• EPADR $1.48 ($0.06 beat).
3nm & 5nm were 15% & 35% of revenue.
• Revenue +40% Y/Y $20.8B ($0.7B beat).
• Gross margin 53% (-1pp Y/Y).
• Operating margin 43% (+1pp Y/Y).
• Capex $6.3B.
• EPADR $1.48 ($0.06 beat).
3nm & 5nm were 15% & 35% of revenue.
![Picture](https://ussnsimg.moomoo.com/sns_client_feed/71687599/20240718/61ed4a1978d84222a987042d9b9955f2.png/thumb?area=100&is_public=true)
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w1en
voted
Keeping my long opinion that price should rise even though AGM had not push the price much. 140 should be a short term goal to take profits at thats my profit take setting.
$NVIDIA(NVDA.US$
$NVIDIA(NVDA.US$
![Hold or don’t that is the question 😄](https://sgsnsimg.moomoo.com/sns_client_feed/101793897/20240701/daf76d51c7ca689ebde2e1807bb84f47.jpg?area=101&is_public=true)
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