Thursday, October 8, 2026

Breaking Now At 2:00 A.M. CT -- TSMC Sales Surge In September; Micron -- October 8, 2026

Locator: 51884MICRON. 

TSMC -- breaking: TSMC -- September net revenue came in at 511.86 billion New Taiwan dollars ($16.03 billion), up 54.6% from a year earlier. Link here. The story has been updated to reflect that sales did not hit a record high in September.

Most interesting with regard to TSMC's growth: it continues to accelerate (not slowing down, not plateauing, not decreasing) -- I honestly don't think talking heads on CNBC "get it":

MICRON: The most "interesting" Mag-7 stock right now? Micron -- MU goes up almost 5% yesterday, holds its gains overnight, and a major investment firm triples its price target on the stock -- and folks still talk about the allure of bonds. Okay. In one year, MU has gone up 450%. 

Micron: link here.


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They Must Not Be Including The Drive To The Airport


The drive to the world's second/third largest airport (DFW) is even less of a hassle than driving to the small Portland, OR, regional airport.