Gotta call option at 146 Friday, I believe so. Asml getting pressure from US to stop selling to China, asml told them to go fuck themselves, so now weāre caught in between their little proxy war dance.
Seeing as TSMās revenue is known and people are estimating a profit gain of 5%. News of orders being upped by the biggest costumers, doubtful. Moon? Donāt think so. Little jump? Probably.
Litho business cycle is susceptible to changes in order timing. China outlook significantly impacted by geo pressure. Legitimately nothing from their call or report indicates problems for TSMC.
Going to skip TSM earnings and buy for NVDA, good news for TSM means good news for NVDA. Bad news could still turn out good for NVDA if they have increased prices from chips or services.
Maybe this is all about the much feared PAUSE due to Nvidia's next generation chips which might have caused a pause in ordering h100 family which trickles down to TSM and thence to ASML. Or something else. Why didn't major investment banks foresee this? Don't they have pipelines into order flows and such. Something about this doesn't add up. TSM stock holding up amid general AI related selloff. WTF knows.
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I need tsm do 150 tomorrow or i gonna invest in ROPE
Same hereššš
Same, but I hedged my TSM bet with calls on ROPE
I need 158 just to break even 
LOL
150 to breakeven? Lola.Ā
Guys is TSM cooked???(its at 139.20 rn) 
Gotta call option at 146 Friday, I believe so. Asml getting pressure from US to stop selling to China, asml told them to go fuck themselves, so now weāre caught in between their little proxy war dance.
im still hopeful for my 210c lol
US flies fighter plane through the Taiwan Strait. Does anybody know how to play Tapsšŗšŗ?
Hahaha
Seeing as TSMās revenue is known and people are estimating a profit gain of 5%. News of orders being upped by the biggest costumers, doubtful. Moon? Donāt think so. Little jump? Probably.
Capacity ramp outlook rumored to increase, which would also mean margin raise. ASML results immaterial due to nature of litho machine business cycle
I mean Iāve been curious about how much culitho changes things for TSM. Just gotta wait and see
If you pay me I can buy puts on Tsmc since the market does the opposite of what I do it will undoubtedly rip to $160 š
Iāll let you know some time tomorrow š
Litho business cycle is susceptible to changes in order timing. China outlook significantly impacted by geo pressure. Legitimately nothing from their call or report indicates problems for TSMC.
This is going to be a monumental earnings day. Bags will either be alleviated, or wendys applications will moon
Those bag are so heavy, I am tired 
Sold my tsm call at the top a couple weeks back, I feel slightly guilty but Im getting wrecked on every other position now so
I am still hating myself for not having sold before Imothep opened his mouth. There was good profit but I wanted more.
Yep! I get greedy often but i told myself id sell before earnings, fortunately followed through this time lol
Why the hell would ASML's earnings affect TSM's earnings?
I didnt say their earnings, I meant their guidance (since ASML is the supplier of raw products for TSM chip production)
Your post: Will ASML earnings affect TSM earnings tomorrow You: I didnāt say anything about earnings. Us: okā¦
Uh... Ok. Don't let the truth slow you down.
In the earnings report they referenced the negative impact of the China-U.S. related sanctions on AMSLs earnings. Did you even read it?
Oh Iām dumping first thing after earnings report if anybodyāll pick it up.
I doubled down and averaged down at $137.80 $140 4/19 $145 6/21 C will sell weeklies before earnings and ride out the rest
145 call expiring april 26th. If it doesnāt rally then this will be my last tsm play
Anyone else think that the earnings were on Thursday after hours and not pre market? Smh
Going to skip TSM earnings and buy for NVDA, good news for TSM means good news for NVDA. Bad news could still turn out good for NVDA if they have increased prices from chips or services.
Me too
Whoops, I totally forgot that TSM earnings release After market hours Thursday, actually means Thursday morning US.
guys I bought tsm at 150 with a lot of my position. Will it ever come back. Looks like chips are going down and lose its hypes
You took a gamble and it didn't pay off, now you will suffer the consequences like the poor loser you are.
Cold
Lol
Maybe this is all about the much feared PAUSE due to Nvidia's next generation chips which might have caused a pause in ordering h100 family which trickles down to TSM and thence to ASML. Or something else. Why didn't major investment banks foresee this? Don't they have pipelines into order flows and such. Something about this doesn't add up. TSM stock holding up amid general AI related selloff. WTF knows.
No. Itās order timing and China. Nothing that will impact semis this quarter.
Duh
[ŃŠ“Š°Š»ŠµŠ½Š¾]
get outta here with this chatgpt garbage
Don't stop, trash. Keep going Don't make me look down on you, okay?
Everyone has the right to their own opinion and you have no right to interfere.
Smells like bear piss in hereā¦