Hello, investors! What do you think about $TSMstock ? Anyone here thinking of buying before earnings? Results are expected to be very strong and the company is expected to announce some plans for factories in Europe in the coming months, which could be a nice growth catalyst. Earnings may already be priced into the stock, but given the growing demand for chips and possible EU factory announcements there could be good room for growth. What do you think?
I follow the company, but I don't want to buy. I'll definitely take a look at the results, though.
Maybe it will jump up, but I won't speculate on that. Not even with options, it would still take away my volatility gains :)
TSM announces the results every month (https://investor.tsmc.com/english/monthly-revenue/2024), so I would say that it is already partly in the price, short-term growth can cause for example margin improvement or information about the progress in the development of the most advanced cips. I perceive the announcement of new factories as neutral at best, it means big expenses in about 2-3 years and payback much later.