Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
Joined July 2019
145 Following 105.2K Followers
Looking past the market noise today, AI trade fundamentals remain solid.
Early this morning $TSM 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%
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