The most correct decision for the US stock market this year is to hold Nvidia and TSMC! We are firmly optimistic about the development of #AI, especially the opportunities in the upstream of the#AIsector chips! This is a bit like investing in new energy vehicles in 2015. At that time, the biggest increase was not BYD, but Ganfeng Lithium and Tianqi Lithium. In the early stage, the upstream investment must win. In the middle and late stages, the investment in the whole vehicle concept, and the#AIfield is the later#AIapplication end!
Today, TSMC's financial report exploded directly, and the night market soared 9.4%. Another giant with a market value of 1 trillion US dollars!
TSMC's net profit in the third quarter was NT$325.3 billion, and the estimated value was NT$299.3 billion, which exceeded 10%. The gross profit margin in the third quarter was 57.8%, and the estimated value was 54.8%. The sales in the fourth quarter are expected to be US$26.1-26.9 billion, and the estimated value is US$24.9 billion, which is much higher than market expectations!
Tonight, let's look at TSMC + Nvidia, leading the US stock market and leading#BTCto break through 70,000!