Rabins
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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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Rabins
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$Tesla (TSLA.US)$ For those who will short Tsla today, I should say: GOOD LUCK.😍
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$Navitas Semiconductor (NVTS.US)$ i will also buy 6.75 private placement give me
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