(TSM250815C300000.US) Stock Forum, Discussions & Community Posts

Dolphin Research1 hour ago

META launches AI agent 'Muse', shares surge; AAPL foldable iPhone priced at $1,999 | Daily News Recap

0910 | Dolphin Research Focus: 🐬 Macro/Industry 1) The U.S. Treasury expanded long-dated buybacks to $6bn, well below Wall Street’s optimistic ~$10bn. After the department announced Thursday’s buyback size, Treasuries sold off and the 10Y UST yield hit a near three-year high.

The undersized program highlights waning effectiveness of fiscal/monetary tools at the long end. Markets are more concerned about U.S. medium- to long-term fiscal sustainability and a possible Fed re-tightening, so watch for risk-off and higher USD rates to weigh on high-valuation assets. 2) A spokesman for Iran’s Revolutionary Guard announced...

Today’s Key News Recap

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AI Gossip1 hour ago

$Taiwan Semiconductor(TSM.US) August revenue hits another ATH:

+44% YoY

+11% MoM

Source: Chips & Wafers

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PinkySheepy

Commemorative

Rate Of Return1 hour ago

Folderable is going to be interesting but due to the high price it might be putting off many of the fanbase. Let’s see how it goes

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Captain's Compass

Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

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AI Gossip2 hours ago

TSMC’s revenue rose 53.3% year-on-year in August to a fresh record high NT$514.81 billion (US$16.09B), the 4th consecutive monthly high amid robust global AI-related demand.

The previous record was NT$467.58 billion in July.

TSMC did not provide a US$ figure. The figure is based on its forex guidance for the 3rd quarter. 1/3 $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) $Qualcomm(QCOM.US) #semiconductors #semiconductor

Source: Dan Nystedt

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AI Gossip2 hours ago

TSMC Aug 2026

- $16.079B in USD, +10.8% M/M and +44.3% Y/Y; First $16B month; Strongest August M/M since 2022

- Sixth consecutive monthly ATH, seventh in eight months in ‘26

- 32 consecutive months of Y/Y growth; August annualized run-rate is $193B

- The first 8 months of 26 $106.7B, +37.1%; Sep-Dec needs $64.7B (+45% Y/Y) to hit at least 40% y/y growth in CY26

-+$1.566B, the second-largest ATH increment ever and 2x of June's +$769M

- Jul+Aug $30.6B is already 92.5% of the entire 3Q25 ($33.1B) and > all of 2Q25 ($30.2B)

Source: Sravan Kundojjala

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NewUser_9Rg3s

Rate Of Return

Total Assets3 hours ago

nice good

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Captain's Compass

Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

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NewUser_hCn264 hours ago

The Ternus era signals evolution, not revolution. While post-launch stock dips mirror typical sell-the-news reactions, Apple’s real moat remains its deeply integrated hardware ecosystem. As shown by its 11 key suppliers—from TSMC’s cutting-edge silicon to Sony’s optics—Apple’s supply chain engine is unmatched.

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Captain's Compass

Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

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NewUser_XYgxk88

Rate Of Return5 hours ago

New products should push it price higher

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Captain's Compass

Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

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Wisely95 hours ago

Fancy phone for 2000 dollars, can show off like a piece of luxury watch in the crowd. Actually useful, not at all , my big tv can see better and bigger. Only reason why aapl can maintain pricing power is people got used to iOS and reluctant to switch over to android . Below 270 can consider for a defensive play.

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Captain's Compass

Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...

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Vt3

NVIDIA6 hours ago

🍏 The iPhone Duo features a large inner display that stays pocket friendly with cameras optimized for its book style form. It starts at USD1999 for 256 GB and launches Oct 23 in Star White and Night Sky colors. The iPhone 18 Pro models from USD1999 bring a 48 megapixel main sensor and variable aperture for better low light photos, with fans praised the Duo’s durable build that tackles typical foldable issues. Streamers iShowspeed brought extra excitement by meeting tech creator Marques Brownlee at the event!

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Captain's Compass

Apple's Ternus Era Begins: How to Position for the Next Chapter?

Apple has delivered a total return of nearly 3,000% since Tim Cook became CEO in 2011, significantly outperforming both the Nasdaq 100 and S&P 500.After an extraordinary 15-year run, can $Apple(AAPL.US) ...