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TSMC's Q3 earnings beat expectations, leading to increased AI-driven demand and a raised capex to $40-42B. Market volatility is causing price fluctuations.
Analysis of the social sentiment and price action of the cryptocurrency $4042b.
Engagements 24-Hour Time-Series Raw Data
Current Value: XXXXX
Daily Average: XXXXX
1 Month: XXXXXXX +764,394%
1-Year High: XXXXXX on 2025-10-16
1-Year Low: X on 2025-06-28
Social Network | X |
---|---|
Engagements | XXXXX |
Mentions 24-Hour Time-Series Raw Data
Current Value: XX
Daily Average: X
1-Year High: XX on 2025-10-16
1-Year Low: X on 2025-06-24
Social Network | X |
---|---|
Mentions | XX |
Creators 24-Hour Time-Series Raw Data
XX unique social accounts have posts mentioning $4042b in the last XX hours which is up XX% from XX in the previous XX hours
Daily Average: X
1-Year High: XX on 2025-10-16
1-Year Low: X on 2025-06-24
Sentiment 24-Hour Time-Series Raw Data
Current Value: XX%
Daily Average: XX%
1-Year High: XX% on 2025-10-19
1-Year Low: XX% on 2025-10-16
Most Supportive Themes
Most Critical Themes
Network engagement breakdown:
Network | Positive | % | Neutral | % | Negative | % |
---|---|---|---|---|---|---|
X | XX | X% | XXX | XX% | XXXXX | XX% |
Total | XX | X% | XXX | XX% | XXXXX | XX% |
Top assets mentioned In the posts about $4042b in the last XX hours
Taiwan Semiconductor (TSM) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Target Corporation (TGT) Salesforce Inc (CRM) Tesla, Inc. (TSLA) SPDR S&P XXX ETF Trust (SPY) Cream (CRM) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA)
Top topics mentioned In the posts about $4042b in the last XX hours
stocks technology, taiwan semiconductor, $tsm, $3842b, taiwan, quarterly earnings, $331b, $315b, $4582b, tariffs, market cap, $0981hk, $1219b, $1206b, outlook, $322334b, $320b, advanced micro devices, $tgt, stocks consumer defensive, stocks, balance sheet, tgt, $2330tw, ppt, where is, generational, $600bn, debt, $40b, $90b, $305bfloor, $345bmid, $375bhigh, all the, salesforce, nio, tesla, $spy, stocks consumer cyclical, stocks bitcoin treasuries, futures, nasdaq, rating agency, $nio, $crm, targets, $60b, $117122b, $2b, $38b42b, im a, $48b, arizona, united states dollar, $orcl, $nvda, $amd, microsoft, $msft, $102b, nvda
Top posts by engagements in the last XX hours
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"$TSM Advanced Packaging & Backend Supply Chainπ Guide: Revenue: USD 32.2-33.4B for Q4'25 (1% sequential decrease XX% year-over-year increase at midpoint). Gross Margin: 59%-61% for Q4 2025; guided to increase by XX bps to XX% at the midpoint. 2025 CapEx narrowed to $4042B (from $3842B); XX% for advanced process 1020% specialty 1020% advanced packaging/testing/mask making. AI Accelerator Revenue Growth: Previously guided at mid-40s CAGR (20242029); current demand is "a little bit better than that." Gross margin dilution from overseas fabs expected at XX% for 2025 rising to XX% in early ramp"
X Link @HudsonLabs 2025-10-16T15:44Z 3657 followers, XXX engagements
"$TSM raised its CAPEX a whopping π $2B from $38B-42B to $40-42B for 2025. Its October so it seems like theyd know the exact number. Im a lot more interested in 2026 which we didnt hear anything about. The whisper number for XX is $43-$48B. Not giant growth but still growth"
X Link @PatrickMoorhead 2025-10-16T15:22Z 54K followers, 12.4K engagements
"Taiwan Semiconductor - Q3 FY2025 Earnings $TSM XXXXXX +2.46% PM β
Revenue: $33.1B (Est: $31.5B) +41% YoY +10% QoQ β
EPS: $XXXX (Est: $2.59) Additional Metrics: Gross Margin: XXXX% (Est: 58.9%) Operating Margin: 49-51% CapEx: $40-42B (Prior $38-42B) Q4 Guidance: β
Revenue: $32.2-33.4B (Est: $32.0B) Gross Margin: 56-61% Operating Margin: 49-51% FY2025 Guidance: Revenue: $117-122B (Est: $120.6B)"
X Link @samsolid57 2025-10-16T12:44Z 29.3K followers, 3829 engagements
"OAI & TSM: two new incremental pieces to the mosaic this week as I am back and catching up . no conclusions just more questions. 1) Where is all the TSM CAPEX My very smart CIO friend asked me this. he has covered TSM for 15+ yrs. So I will ask you all. where is all the CAPEX spend Just conservative why *TSMC FY25 CapEx $4042B; 1020% to advanced packaging (incl. CoWoS). Front-/back-end remain tight; packaging adds through 2026 (TSMC + OSAT AZ). N2 vol-prod Q425; N2P & A16 2H26 2) OAI pivoting to more advertising and adult content. Whenever a management team pivots in a short period of time."
X Link @JaredKubin 2025-10-16T12:23Z 17.3K followers, 56.6K engagements