Melvin(@MelvinInvests):$TSM is expected to report its 6th straight quarter of record profit on Thursday. Analysts expect Q3 net profit of about $23.4 billion, up 65% from a year ago. Morgan Stanley expects TSMC to raise its full year growth forecast to the low to mid 40% range. Korea is selling off on AI fears while the company that makes the AI chips keeps breaking records. $NVDA $AVGO

Melvin

@MelvinInvests

AI Analyst @MilkRoadAI | Finding opportunities across AI, photonics, defense, space, and tech.

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Melvin@MelvinInvests

2026.10.12 05:15

$TSM is expected to report its 6th straight quarter of record profit on Thursday. Analysts expect Q3 net profit of about $23.4 billion, up 65% from a year ago. Morgan Stanley expects TSMC to raise its full year growth forecast to the low to mid 40% range. Korea is selling off on AI fears while the company that makes the AI chips keeps breaking records. $NVDA $AVGO