TSMC and Tesla earnings call
Amid tariff uncertainties and growing market concerns about a potential economic downturn in the second half of the year, two factors should theoretically boost tech investors' confidence: high visibility of 2025 orders and growth, or market-recognized new trends. TSMC and TESLA are the best representatives of the former and the latter, respectively. Therefore, the post-earnings stock performance of these two companies serves as a key indicator of recent investment sentiment.
1. TSMC: TSMC's Q2 2025 growth momentum remains strong, and its 2025 financial targets remain unchanged. In the electronics industry, it's hard to find a company with better order visibility and competitive advantages than TSMC—even major clients like APPLE and NVIDIA have lower visibility than TSMC.
2. TESLA: The weak Q1 2025 performance has already been priced in, and near-term fundamentals will still face pressure from tariffs. Nevertheless, TESLA boasts two highly market-recognized new ventures: autonomous driving and robotics. $Taiwan Semiconductor(TSM.US) $Tesla(TSLA.US)
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