101805897
commented on
Key Takeaways (AI-Generated)
Financial Performance:
- TSMC reported a sequential revenue increase of 5.7% in NT dollars, and 1.9% to TWD 33.7 billion in U.S. dollars in Q4 2025.
- Gross margin improved by 2.8 percentage points sequentially to 62.3%, with lower operating expenses at 8.4% of net revenue, contributing to an operating margin of 54%.
- Full-year 2025 saw a significant increase in revenue by 35.9% in U.S. dollars, and gross margin improved by 3.8 p...
Financial Performance:
- TSMC reported a sequential revenue increase of 5.7% in NT dollars, and 1.9% to TWD 33.7 billion in U.S. dollars in Q4 2025.
- Gross margin improved by 2.8 percentage points sequentially to 62.3%, with lower operating expenses at 8.4% of net revenue, contributing to an operating margin of 54%.
- Full-year 2025 saw a significant increase in revenue by 35.9% in U.S. dollars, and gross margin improved by 3.8 p...
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101805897
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by Jinta HONG, CFA | moomoo Options Strategist
$Opendoor Technologies (OPEN.US)$ has recently captured the spotlight with over dramatic 500% surge in its stock price this month. This exciting movement has grabbed the attention of retail traders and social media platforms, reminiscent of the $GameStop (GME.US)$ frenzy from 2021. The stock’s rally is powered by a blend of social media buzz, short squeeze, and possible positive chan...
$Opendoor Technologies (OPEN.US)$ has recently captured the spotlight with over dramatic 500% surge in its stock price this month. This exciting movement has grabbed the attention of retail traders and social media platforms, reminiscent of the $GameStop (GME.US)$ frenzy from 2021. The stock’s rally is powered by a blend of social media buzz, short squeeze, and possible positive chan...
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101805897
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by Steven GAO,
The US stock market's Q2 earnings season kicks off this week, led by three tech giants: TSM, ASML, and Netflix. ASML has just announced a disappointing earnings, causing the share price drop 8% pre-market. Yet the resumption of Nvidia's H20 chip sales to China has lifted the overhang on the chip sector's valuations, shifting investor sentiment toward optimism. Thus investors attentions are focus on TSM's report, set to be released...
The US stock market's Q2 earnings season kicks off this week, led by three tech giants: TSM, ASML, and Netflix. ASML has just announced a disappointing earnings, causing the share price drop 8% pre-market. Yet the resumption of Nvidia's H20 chip sales to China has lifted the overhang on the chip sector's valuations, shifting investor sentiment toward optimism. Thus investors attentions are focus on TSM's report, set to be released...
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101805897 : Nice to meet you all!