Looking past the market noise today, AI trade fundamentals remain solid.
Early this morning $Taiwan Semiconductor(TSM.US) reported Sep qtr revenue +51% y/y, and growth keeps accelerating:Dec-25: +21%Mar-26: +35%Jun-26: +36%Sep-26: +51%Even with TSM down 1.5% today vs Nasdaq down 0.6%, they’re up 6% over the past month vs Nasdaq up 3.5%Source: Gene Munster
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