$NVIDIA(NVDA.US)$Everyone should pay attention recently

$Taiwan Semiconductor(TSM.US)$ the current stock price is an insult to the earnings.

$Taiwan Semiconductor(TSM.US)$ Growth in Two Major Industries Doubled
TSMC reportedly talked about growth prospects for the two markets in the future, but gave a disappointing outlook to the market after the first quarter's earnings announcement. Overnight futures on Taiwanese stocks have also risen by more than 40 points from the opening trade and have now fallen by more than 120 points 📉
First, with regard to the automotive market, TSMC last said that it could grow throughout the year; but now it is correcting the view and anticipating a recession this year!
As part of the global Wafer Substitute Industry's output value, TSMC has previously stated that TSMC's annual revenue growth rate will be 20% higher than the global Wafer Substitute Industry average. This time, however, he believes that the production value of the wafer-based industry will grow by 10% this year, compared to last year's estimate.

$Taiwan Semiconductor(TSM.US)$ Good performance does not allow good companies to rise, which will greatly affect investors' confidence in the US stock market. It is very dangerous if some people just like the concept.

$Taiwan Semiconductor(TSM.US)$ TSMC ANNOUNCES Q1 FINANCIAL REPORT, NET PROFIT AFTER TAX OF $2254 BILLION, EPS OF $8.7 MILLION, FAR HIGHER THAN MARKET EXPECTATIONS!
The first quarter gross margin was 53.1% and the revenue was 42%, respectively, reaching the average and high values of previous estimates! Net profit after tax 38%, the whole number is better than market expectations 👍

$Taiwan Semiconductor(TSM.US)$ will it go

This week we will be seeing $ASML Holding(ASML.US)$ and $Taiwan Semiconductor(TSM.US)$ releasing their earnings reports respectively on 17 April and 18 April.
ASML Q1 Earnings Might Tumble But Second-Half Recovery Expected
ASML is set to report the FQ1'24 earnings on April 17, 2024, with it unknown if it may continue the consecutive earnings beat since 2010, barring once in 2021. But analysts expect ASML earnings to tumble in Q1, ...

$Taiwan Semiconductor(TSM.US)$ why is the selling when most AI chips are manufactured by TSMC?