Trade Whisperer@TradexWhisperer$TSM $AMD TSMC My 2nd Biggest Position. TSMC is now a $2.5 trillion company. With this much of AI running through one foundry, $3 trillion feels more like a matter of time. Lisa Su just reinforced it: AMD "is increasing supply this year and plans to ramp it significantly
Trade Whisperer@TradexWhisperer$TSM Earnings Tomorrow. 4/16. 2AM EST. The mother of all semiconductor reports. One company. Every AI winner routes through it. $NVDA, $AVGO, $AMD, $MU, SK, $ARM. TSMC doesn't pick sides. It collects from all of them. $3 Trillion MC is not a prediction. It's a destination.