TAIWAN SEMICON MANTAIWAN SEMICON MANTAIWAN SEMICON MAN

TAIWAN SEMICON MAN

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TSM anybody think the announcement with trump will make this go up or will the market pull it down 🤔


SPY SPX TSMC NVDA It was unconfirmed until the meeting this afternoon on the exact implementation of the Tariffs on Canada, Mexico, China. While the dates and amounts were earlier suggested, the market believed there would be negotiations preventing their enactment, or lowering their rate. This was not the case. While the conference today was titled for TSMC, the markets reaction, and the real news that came out of that press conference, is not related to that.


SPY so TSMC is investing $100 Billion in U.S. chip manufacturing plants. I don't know what else will be included in the delayed Trump announcement. TSM

NVDA under $90 by end of the week due to tariffs. TSMC investment won’t be able to save this sinking stone. Now is the time to panic.

TSM Hope TSM CEO meeting doesn’t end like the one from last week.

TSM we hold 175 we could see 200 by end of month
Snapshot


TSM Anyone else worried about the short term effects of China/ Taiwan chip controls and tarrifs on TSMC?