RC84
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$Taiwan Semiconductor(TSM.US$
time to bounce back?
time to bounce back?
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$Taiwan Semiconductor(TSM.US$Depending on US/JPY, right now is more stable at 152, and seems close to dip. But still need to wait and see until the end of July. 0.1% JPY interest rate is on schedule. Whoever wants to return the borrowed money, please do it. Do not bother others to have a bullish trend next month to the US election. N225 had a big volume today and dropped the most around the world. Annoying institutions had already returned part of the money to Japan as they should be.
$Taiwan Semiconductor(TSM.US$Over 40K selling futures contracts in the Taipei market. Wall Street Institutions just wanna take the profit on that and control the short trade deal.
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RC84
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$Taiwan Semiconductor(TSM.US$ wt happen. up 4% become 1+
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RC84
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$Taiwan Semiconductor(TSM.US$ 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 ($0.06 beat).
3nm & 5nm were 15% & 35% of revenue.
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Soap drama is still working on. One word could change the supply chain to Intel. Let’s see tomorrow. Revenue determines the stock price, not the vibe.
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$NVIDIA(NVDA.US$Always do the same thing, but always work.
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$NVIDIA(NVDA.US$Someone deceives and steals your shares at a low price. Bond’s rate is already dropping.
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RC84
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$Taiwan Semiconductor(TSM.US$ Is it true that some people say that TSMC is buying back stocks
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$NVIDIA(NVDA.US$ Why do you compare a company that tells you to wait for future revenue with NVDA? Just a short influence to let someone go. MU is totally overvalued at this moment. If you still buy it, see Dell and AMD. Earning means everything. So, that is why people only buy NVDA, because only Jensen makes money right now and also in the future.
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RC84 : Depends on US/JPY ratio, more stable at 152.3 now. N225 dropped the most around the world with volume. Meaning part of institutions and people who borrowed money are killing themselves because of the panic of JPY interest rate raise. (just 0.1% which is low, but still will be annoyed for someone)