⁠Investing visuals
🚨 $TSM Q1 Earnings 🚨

🟢 Revenue: $25.77B (Est: $25.72B)
🟢EPS: $2.14 (Est: $2.07)

Q2 guidance:
🔹Revenue: $28.4B–$29.2B (Est. $27.2B)
🔹Gross Margin: 57%–59% https://t.co/jRS9g8ZMSv
tweet

⁠App Economy Insights
$TSM TSMC Q1 FY25:

• Revenue +35% Y/Y $25.5B.
• Gross margin 59% (+6pp Y/Y).
• Operating margin 49% (+6pp Y/Y).
• Capex $10.1B (vs. $11.2B in Q4 FY24).
• EPADR $2.12 ($0.06 beat).

3nm & 5nm were 22% & 36% of revenue. https://t.co/bMkYAZXgTL
tweet

⁠Finding Compounders
“Dividends are an expensive luxury for the investor seeking maximum growth”- Thomas Phelps
tweet

⁠Finding Compounders
RT @gainify_io: 📅 The busiest earnings day of the week, just before the Easter break.

Before Open: $UNH $AXP $SCHW $MMC $INFY
After Close: All eyes on $NFLX

Consensus estimates are in. Will we see big beats or notable misses?

Track it all on https://t.co/3KIppfq4OO https://t.co/2xPIgVRN9p
tweet

⁠Finding Compounders
Use @gainify_io to track your investments.

📅 The busiest earnings day of the week, just before the Easter break.

Before Open: $UNH $AXP $SCHW $MMC $INFY
After Close: All eyes on $NFLX

Consensus estimates are in. Will we see big beats or notable misses?

Track it all on https://t.co/3KIppfq4OO https://t.co/2xPIgVRN9p - Gainify
tweet

⁠Finding Compounders
I’m the long run , sales growth is the key driver of Long Term Stock Performance

Source : BCG Analysis and Morgan Stanley Research https://t.co/X8LZ5SB9GD
tweet

⁠Finding Compounders
The Relationship Between Growth and Value https://t.co/Zj5fwxcxcU
tweet

⁠The Kobeissi Letter
BREAKING: President Trump says Fed Chair “Powell’s termination cannot come fast enough.” https://t.co/clE63Kqhzp
tweet

⁠Dimitry Nakhla | Babylon Capital®
Taiwan Semi $TSM Q1 Earnings Report🎯

Rev: $25.53B vs $23.92B est✅ | +35% YoY
EPS: $2.12 vs $1.82 est ✅ | +54% YoY
___

% of total wafer revenue

3 nm 22%
5 nm 36%
7 nm 15%
___

Guidance 👌🏽

Rev Q2 2025: $28.4B - $29.2B https://t.co/6o6sKNrv19
tweet