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$TSM Q3 earnings 🚨
🟢 Revenue $32.27B (Est. $31.61B)
🟢 Earnings per share: $2.84 (Est. $2.63)
Q4 outlook:
🟢 Revenue: $32.2B–$33.4B (Est. $32.0B)
🟢 Gross Margin: 59–61%
"AI-related demand continues to be very strong".
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$TSM Q3 earnings 🚨
🟢 Revenue $32.27B (Est. $31.61B)
🟢 Earnings per share: $2.84 (Est. $2.63)
Q4 outlook:
🟢 Revenue: $32.2B–$33.4B (Est. $32.0B)
🟢 Gross Margin: 59–61%
"AI-related demand continues to be very strong".
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Yellowbrick Investing
$CTT.AX
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$CTT.AX
$CTT.AX some update on thesis.
Although we didn’t have any update yet from them, and the stock is now in a wait-and-see moment, we have had some very encouraging signals:
Louis Vuitton earnings, beat every consensus case, returning to growth in fashion. Probably nothing. - Sergitweet
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Sergi (@mascarosergi) on X
$CTT.AX some update on thesis.
Although we didn’t have any update yet from them, and the stock is now in a wait-and-see moment, we have had some very encouraging signals:
Louis Vuitton earnings, beat every consensus case, returning to growth in fashion.…
Although we didn’t have any update yet from them, and the stock is now in a wait-and-see moment, we have had some very encouraging signals:
Louis Vuitton earnings, beat every consensus case, returning to growth in fashion.…
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App Economy Insights
$TSM TSMC Q3 FY25:
CEO C.C. Wei: "Conviction in the AI megatrend is strengthening."
• Revenue +41% Y/Y $33.1B ($1.5B beat).
• Capex $9.7B (vs. $9.6B in Q2 FY25).
• EPADR $2.92 ($0.32 beat).
• FY25 raised from ~30% to mid-30%. https://t.co/HMrLs1E97X
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$TSM TSMC Q3 FY25:
CEO C.C. Wei: "Conviction in the AI megatrend is strengthening."
• Revenue +41% Y/Y $33.1B ($1.5B beat).
• Capex $9.7B (vs. $9.6B in Q2 FY25).
• EPADR $2.92 ($0.32 beat).
• FY25 raised from ~30% to mid-30%. https://t.co/HMrLs1E97X
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Quiver Quantitative
BREAKING: Representative Jonathan Jackson just filed new stock trades.
He disclosed his first ever purchase of Robinhood stock, $HOOD.
Jackson sits on the House Subcommittee on Digital Assets.
Full trade list up on Quiver. https://t.co/LccJhQwz9p
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BREAKING: Representative Jonathan Jackson just filed new stock trades.
He disclosed his first ever purchase of Robinhood stock, $HOOD.
Jackson sits on the House Subcommittee on Digital Assets.
Full trade list up on Quiver. https://t.co/LccJhQwz9p
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Quiver Quantitative
[NEW FROM OUR DATA]
AOC just disclosed $4.4M in new fundraising in Q3 https://t.co/lSBMUR7Cpf
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[NEW FROM OUR DATA]
AOC just disclosed $4.4M in new fundraising in Q3 https://t.co/lSBMUR7Cpf
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Quiver Quantitative
We published this report when a Carvana bankruptcy looked imminent.
$CVNA has now risen 7,900% since then.
Track insider activity on Quiver. https://t.co/zd8mBuI1L0
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We published this report when a Carvana bankruptcy looked imminent.
$CVNA has now risen 7,900% since then.
Track insider activity on Quiver. https://t.co/zd8mBuI1L0
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