Revenue growth of 55.2% and 41.2% year-over-year is no problem for these giants. Especially with margins exceeding 57%. Yet their stocks are falling...
How did $TSM and $ASML results turn out, what impact does yesterday's inflation have on their stocks, and can they continue to grow?
Not only that, but much more will be discussed today from 7 PM on the stream. Be there!
https://www.youtube.com/embed/I1KihMEA82M?rel=1
A community member's personal view, not investment advice. Community Guidelines
A mildly positive piece of news is that it's a chain reaction—when ASML falls, TSMC falls too, and NVIDIA along with them, so it's always a good opportunity to invest either in any index, since they are the largest companies in the world or in Europe, or directly in them, the semiconductor market is driven by demand for AI, which means it will continue, you just need to do a quality analysis of the companies or indexes in the district
Yes, this whole segment you're describing is highly interconnected. Moreover, it's precisely these companies whose stocks are very sensitive to interest rates or inflation. And when inflation rose yesterday, it gives us the result we're seeing today.
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