GOKU74
voted
Key Points
TSMC will report 2025 Q4 earnings on Jan 15, pre-market in the U.S. (after the close in Taiwan), regarded as a kicking-off for U.S. earnings season. And since TSMC releases monthly semiconductor sales data, its quarterly results are relatively transparent.
Street consensus currently expects Q4 revenue of US$32.38B (about NT$1,046B), up ~20% YoY. TSMC’s own Q4 guidance range was US$32.2B–US$33.4B...
TSMC will report 2025 Q4 earnings on Jan 15, pre-market in the U.S. (after the close in Taiwan), regarded as a kicking-off for U.S. earnings season. And since TSMC releases monthly semiconductor sales data, its quarterly results are relatively transparent.
Street consensus currently expects Q4 revenue of US$32.38B (about NT$1,046B), up ~20% YoY. TSMC’s own Q4 guidance range was US$32.2B–US$33.4B...
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$Taiwan Semiconductor (TSM.US)$ saw millions of dollars in block trades of put options that can shield their holders against a reversal of the American depositary receipts' (ADRs) 62% rally over the past year.
In the first half hour of trading Wednesday, four block trades were posted involving put options that give their holder the right to sell a combined 1.57 million ADRs of the Taiwanese ch...
In the first half hour of trading Wednesday, four block trades were posted involving put options that give their holder the right to sell a combined 1.57 million ADRs of the Taiwanese ch...
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GOKU74
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$Taiwan Semiconductor (TSM.US)$ , the world's leading semiconductor foundry, will release its Q4 earnings report on January 15. The market is closely watching what kind of profit results this company, widely regarded as the ultimate "pick-and-shovel" play in the AI boom, will deliver.
Option Market Signals
Ahead of TSMC's highly anticipated earnings release on January 15, the options market is flashing cautionary signals as the put/call ratio h...
Option Market Signals
Ahead of TSMC's highly anticipated earnings release on January 15, the options market is flashing cautionary signals as the put/call ratio h...
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U.S. storage stocks rallied broadly on Wednesday. As of the time of writing, $Micron Technology (MU.US)$ was up 4.3%, hitting a record high; $SanDisk (SNDK.US)$ jumped nearly 6%, while $Western Digital (WDC.US)$ and $Seagate Technology (STX.US)$ each gained about 2%.
On the news front, South Korea’s Chosun Ilbo reported that Samsung Electronics and SK Hynix have raised prices for HBM3E next year by nearly 20%. Such a price increase fo...
On the news front, South Korea’s Chosun Ilbo reported that Samsung Electronics and SK Hynix have raised prices for HBM3E next year by nearly 20%. Such a price increase fo...
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INDICATION, CORRECTION, and CONTINUATION
GOKU74
voted
Participate in topic sharing for a chance to win up to 99,999 points![]()
Greetings, mooers!
The US stock market continued its strong performance in 2025, creating numerous investment opportunities! Are you satisfied with your investment results in 2025? How did you seize opportunities in the volatile market?
Welcome to share your annual investment report + trading stories with us, and use three keywords to review your 2025 investment ...
Greetings, mooers!
The US stock market continued its strong performance in 2025, creating numerous investment opportunities! Are you satisfied with your investment results in 2025? How did you seize opportunities in the volatile market?
Welcome to share your annual investment report + trading stories with us, and use three keywords to review your 2025 investment ...
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2026 is a U.S. midterm election year. Midterm elections often bring significant market volatility and pressure. We selected 28 companies across four major categories: AI chips/manufacturing, cloud companies, other AI software, and AI infrastructure. We ranked these companies based on their gross profit margins, net profit margins, and debt levels to identify the weak points in the AI supply chain.
Some interesting takea...
Some interesting takea...
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GOKU74
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🕐 Market Recap | Thursday, Dec 4, 2025
META, NVDA, TSLA power higher while AAPL & AMZN drag the market into a split finish
📈 Market Overview
A bifurcated market into the close:
• S&P 500 (SPX): +0.11% — barely positive, held up by a few mega-cap leaders
• Leaders: META, NVDA, TSLA, MSFT
• Laggards: AAPL, AMZN, GOOGL
• VIX: -1.68% — volatility continues dropping despite red names, signaling confidence
🧵 Stock-by-Stock Breakdown
META +3.43% $Meta Platforms (META.US)$
...
META, NVDA, TSLA power higher while AAPL & AMZN drag the market into a split finish
📈 Market Overview
A bifurcated market into the close:
• S&P 500 (SPX): +0.11% — barely positive, held up by a few mega-cap leaders
• Leaders: META, NVDA, TSLA, MSFT
• Laggards: AAPL, AMZN, GOOGL
• VIX: -1.68% — volatility continues dropping despite red names, signaling confidence
🧵 Stock-by-Stock Breakdown
META +3.43% $Meta Platforms (META.US)$
...
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