$Taiwan Semiconductor Manufact

Uncle is pleased that Microsoft announced that they'll spend $80B on data centers in 2025.

$80B is 60% higher than their $50B in 2024.

They may have found solution to their Power availability problems.

MSFT has a lousy 2024 with gaining 12.7% in 2024 on share price. TSMC CEO met Elon Musk. Elon Musk said he worried about insufficient supply of advanced chips. TSMC CEO replied that supply is not a problem as long as you are willing to pay.

TSMC Earnings Beat! Will the Giant Save the Semi Trend?

TSMC posted a net profit of T$374.68 billion ($11.4 billion) for the quarter ended Dec. 31, a record high for any quarter. That was in line with the T$377.95 billion LSEG SmartEstimate drawn from 22 analysts. SmartEstimates give greater weighting to forecasts from analysts who are more consistently accurate. Semiconductor shares gained in overnight trading with TSMC shares jumping 6%, Nvidia up 2%, ASML up 3%. ----------------- Will TSM earnings' beat save the semiconductor stock prices? Another all time high this week? What's your target price for TSM?

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