Melvin
@MelvinInvests
AI Analyst @MilkRoadAI | Finding opportunities across AI, photonics, defense, space, and tech.
가입 June 2026
218 팔로잉 중 30.1K 팬
$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
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