Yoda
@teslayoda
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Nvidia is TSMC’s largest customer, and TSMC’s October revenue surged 60% YoY—a positive signal ahead of Nvidia’s November 17 earnings report.
TSMC’s YoY revenue growth continues to accelerate:
July: +45%
August: +53%
September: +55%
October: +60%
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🔥TSMC reported October 2026 monthly revenue.
Revenue increased 59.7% year over year.
Revenue for January through October increased 43.3% year over year.
HSINCHU, Taiwan, R.O.C. – November 10, 2026 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026.
On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion (US$17.85 billion), an increase of 14.7% month-over-month and 59.7% year-over-year.
Revenue for January through October 2026 totaled NT$4,485.62 billion (US$136.42 billion), an increase of 43.3%compared to the same period in 2025.
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🔥TSMC reported October 2026 monthly revenue.
Revenue increased 59.7% year over year.
Revenue for January through October increased 43.3% year over year.
Repurposing the Cybertruck production line adds at least another 125,000 units of annual capacity for Cybercab, bringing total capacity to over 250,000 vehicles per year.
Look for profile pics that score a 10.
Be crazy if spies have been lurking in X Spaces. 😱
Be crazy if spies have been lurking in X Spaces. 😱
No way Nvidia dismisses Jensen. But if they do, he’s welcome to come run Terafab.
He said what he said.
Meant to say “if your gf is a 10, you’re an asset”, as in intelligence agency asset
What if Anthropic IPOs and acquires a material stake in Tesla in the open market while the special committees take their time? 🤣
Noise is next-level right now. Here are the signals I'm processing.
Tesla: Autonomous Miles and Active FSD Subscriptions.
SpaceX: Revenue scales to $100B Annualized Run Rate by end of year.
TSMC reports October revenue tonight. It's a great proxy for Nvidia's revenue and how steep the ramp is for Vera Rubin.
This helps to explain why Tesla is sunsetting the Cybertruck.
Tesla will design future vehicles in a common architecture with the Cybercab.
👀 WTF did you just say?
"As we're thinking about future vehicles in a common architecture."
Stop just plotting city geofences.
Start looking at state-wide network.
🔥 Tesla is hiring Robotaxi service technicians in Flower Mound and League City, Texas.
Fall down seven times get up eight.
@JensenHuang is a survivor. Apologize, make good, keep building.
The future starts with Cybercab, followed by Optimus.
The pair forms an autonomous platform that unlocks entirely new categories of services.
Bigger Austin service area now live
Robotaxi starts Monday morning in San Antonio!
🔥 Tesla is hiring Robotaxi service technicians in Flower Mound and League City, Texas.
Tesla is now hiring Self-Driving Data Collection Supervisors in 37 US cities across 20 states, up from 26 cities in 12 states a week ago.
The latest listings include Louisville, Cincinnati, Columbus, Oklahoma City, Glen Allen, Tucson and Draper, with Kentucky, Oklahoma and Virginia joining the map for the first time.
Each supervisor runs a team of operators with weekly data collection targets on day and night shifts, so the training data is coming from far more roads and climates than before.
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