AkhenOsiris
$TSM $NVDA

MS - Trading Nvidia results through TSM

The U.S. investment bank said, in a note dated Feb. 18, that Taiwan Semiconductor Manufacturing (NYSE: TSM) is the sole supplier for Nvidia's (NASDAQ: NVDA) artificial intelligence graphics cards, and thus Nvidia’s guidance for the April quarter could be a key catalyst.

Morgan Stanley assigns a 20% probability that Nvidia’s quarterly guidance comes in above buy-side expectations of $24 billion, and expects TSMC’s shares to rise around 5% as a result.

It says there is a 60% chance that the guidance is in line with the $22-$24 billion expectations, which could be TSMC gains of up to 3%, while there’s a 20% chance that the guidance is below $22 billion, which would cause TSMC’s stock to fall 2%.
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AkhenOsiris
$NVDA

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