Good morning, investors ☀️
📊 TSMC $TSM just posted its BIGGEST month ever.
October revenue hit NT$586.9B (~$17.9B), up 59.7% YoY and 14.7% vs September, beating the NT$560–570B analysts expected. Jan–Oct sales are up 43.3%. AI chip demand isn't slowing. 🚀
🟢 Bull case: October alone is running above the top of TSMC's Q4 guidance pace. 2nm ramp + AI accelerators = upside to full-year numbers, and it's a strong read-through for $NVDA, $AMD and $AVGO.
🔴 Bear case: Today's CPI could firm up a December Fed hike (~84% priced in), and investors are still worried about the cost of funding the AI buildout. CoreWeave reports tonight.
Is the AI boom still accelerating, or is this the peak month? 👇
$TSM $SPX500 $NSDQ100 $NVDA $TSLA $AAPL $MSFT $AMZN $META $GOOG $BTC
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