Tuesday, June 10, 2025

TSM -- TSMC -- Story Of The Day -- June 10, 2025

Locator: 48731TSM.

When I see this, I come back often to one of my-go-to memes: there's a lot of mom-and-pop retail investors who are afraid of getting really, really rich. 

Read the disclaimer.

TSM / TSMC: the big story today. Huge jump in revenue. But a lot of this was the pull-forward effect caused by tariff talk.

Barron's, link here.

Futures: up 2.2%.

Shay, link here, posted for the "ad" effect and social medial replies.

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Disclaimer
Brief Reminder 

 Briefly:

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
  • I've now added Oracle to the disclaimer. I am also inappropriately exuberant about all things Oracle.
  • Longer version here