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"Before you call it an AI Bubble watch these numbers as earnings season kicks off at the top of the supply chain. The AI story is only as strong as the earnings that back it up. This week all eyes are on Taiwan Semiconductor ($TSM) and $AMSL companies at the top of the AI supply chain as they report quarterly results. For TSMC were watching three things: Growth: TSMC projected XX% YoY can they deliver Margins: Still under pressure amid global expansion. Trade Tensions: Short-term noise or long-term risk With AI infrastructure spending surging this earnings season will tell us whether the"
TikTok Link @wallstreetgamenotes 2025-10-16T04:10Z XXX followers, XXX engagements
"$TSM: i'm long already (experimental trade) and they report tomorrow BMO. I don't normally hold over earnings but I may make an exception with this one. It's up this morning on $AMSL beat and already reported rev's. They will just talk about margins and guidance tomorrow. My only concern: Cramer loves the stock"
X Link @DrStoxx 2025-10-15T13:13Z 19K followers, 2732 engagements
"Cant wait to see $AMSL report They are one of the key around all this AI narrative because no high end chips could exist without their extreme ultraviolet technology. The level of bullishness of their report will be a great indicator of the market's temperature "
X Link @david_np24766 2025-10-14T19:52Z XXX followers, XXX engagements
"Q3 earnings season is finally about to kick off Notable names this week: Tuesday: $BLK $GS $C $WFC $JNJ $DPZ Wednesday: $AMSL $BAC $MS Thursday: $TSM $IBKR Friday: $AXP"
X Link @AnunTrades 2025-10-14T00:29Z 6648 followers, XXX engagements