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"Looks like I got a pretty decent entry on $TGT. Up around X% on this"
X Link @MikeMoves_CCP 2025-10-21T18:08Z XXX followers, XXX engagements
"Taiwan Semiconductor - Q3 FY2025 Earnings $TSM XXXXXX +2.46% PM ✅ Revenue: $33.1B (Est: $31.5B) +41% YoY +10% QoQ ✅ 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: ✅ 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 29.4K followers, 3835 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 $4042B; 1020% to advanced packaging (incl. CoWoS). Front-/back-end remain tight; packaging adds through 2026 (TSMC + OSAT AZ). N2 vol-prod Q425; N2P & A16 2H26 2) OAI pivoting to more advertising and adult content. Whenever a management team pivots in a short period of time."
X Link @JaredKubin 2025-10-16T12:23Z 17.3K followers, 56.9K engagements
"$TSM TSMC Q325 Earnings Highlights 🔹 Revenue: $33.1B (Est. $31.5B) 🟢; +41% YoY; +10% QoQ 🔹 EPS: $XXXX (Est. $2.59) 🟢; +39% YoY. 🔹 Gross Margin: XXXX% (Est. 58.9%) 🟢; +1.7 ppts YoY; +0.9 ppt QoQ FY25 Outlook 🔹 Revenue Growth: mid-30% YoY (Prior +30% YoY) 🟡 Implies $117.4$121.9B (Est. $120.6B) 🟡 🔹 CapEx: $4042B (Prior $3842B) 🔹 Overseas Fab GM Dilution (FY25): 1%2% (Prior 2%3%) 🔹 Overseas Fab GM Dilution (multi-year): 2%3% in early stages; 3%4% in later stages Q4 Guidance 🔹 Revenue: $32.233.4B (Est. $32.0B) 🟡; DOWN -X% QoQ at midpoint 🔹 Gross Margin: 59%61% 🔹 Operating Margin:"
X Link @wallstengine 2025-10-16T06:24Z 95.5K followers, 122.9K engagements