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![danielnewmanUV Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::228918333.png) Daniel Newman [@danielnewmanUV](/creator/twitter/danielnewmanUV) on x 57.2K followers
Created: 2025-07-17 10:20:50 UTC

$TSM Monster Q2 powered by AI demand.

The company beat essentially every metric. Its moat and pricing power continue to be reaffirmed and this performance is an excellent leading indicator of the coming earnings cycle where names like $NVDA, $AMD, and $AVGO should do incredibly well. 

We do see the AI / Non-AI as a have and have not metric as TSMC performance is skewed to AI chips and less so to non related technologies which continue to be flat or down.

Futurum Equities AI Fifteen number X for a reason. 🔥👇🏻


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945790790556663909/c:line.svg)

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[Post Link](https://x.com/danielnewmanUV/status/1945790790556663909)