Orders
Rate Of ReturnMarkets hate uncertainty, not growth. TSMC raising capex to meet demand is proof the AI buildout is accelerating, not slowing. Yes margins take a hit short term, but whoever owns the most advanced capacity wins for the next 5 years. This selloff is a gift to add to AI winners.
☕️ [Task Coins Giveaway] Daily Market Talk — TSMC Beats, But Chips Bleed
TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...
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