---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000929943.md"
description: "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"
datetime: "2026-10-08T16:15:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000929943.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000929943.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000929943.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Looking past the market noise today, AI trade fund…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [TSMX.US](https://longbridge.com/en/quote/TSMX.US.md)
- [TSMY.US](https://longbridge.com/en/quote/TSMY.US.md)
- [TSMZ.US](https://longbridge.com/en/quote/TSMZ.US.md)
- [TSMG.US](https://longbridge.com/en/quote/TSMG.US.md)
- [TSMU.US](https://longbridge.com/en/quote/TSMU.US.md)
- [STSM.US](https://longbridge.com/en/quote/STSM.US.md)
- [JEPQ.US](https://longbridge.com/en/quote/JEPQ.US.md)
- [NAPR.US](https://longbridge.com/en/quote/NAPR.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**