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Typhoon Nepartak (No. 17) will head straight for Tainan.
With such immense power, it will inevitably cause TSMC to shut down!
TSMC’s daily value for Fab 18 is $200 million; a 7-day stoppage equals $1.4 billion, and Q3 revenue evaporates by 3%.
But by no means short TSMC.
In the 2011 Thai floods, the hard-disk plant was inundated. Seagate dropped 30% first, then doubled—monopolies plus supply shocks = the weighting of pricing power is estimated.
If TSMC shuts down for one day, the global AI chip supply will be delayed by about a week. Apple/NVDA/AMD are all queuing up for it.
Trade: buy the dip at $420–$440, stop loss at $400.
Target: $470→$520 (Citigroup ADR conversion).
Use NVDA puts to hedge the downside.
#TSMCUSDT #NVDA #trading $TSM
With such immense power, it will inevitably cause TSMC to shut down!
TSMC’s daily value for Fab 18 is $200 million; a 7-day stoppage equals $1.4 billion, and Q3 revenue evaporates by 3%.
But by no means short TSMC.
In the 2011 Thai floods, the hard-disk plant was inundated. Seagate dropped 30% first, then doubled—monopolies plus supply shocks = the weighting of pricing power is estimated.
If TSMC shuts down for one day, the global AI chip supply will be delayed by about a week. Apple/NVDA/AMD are all queuing up for it.
Trade: buy the dip at $420–$440, stop loss at $400.
Target: $470→$520 (Citigroup ADR conversion).
Use NVDA puts to hedge the downside.
#TSMCUSDT #NVDA #trading $TSM
镰刀判官
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Bavi Category 17 Straight Toward Tainan: Will TSM Shut Down Production, and How Will the Stock Move?
Bavi category 17 straight toward Tainan: will TSM shut down production? How does the stock move?
Citi on 7/5 pulled the target price from NT$2,875 straight up to NT$3,800—the highest in the street. Converted to ADR, that’s about $520.
Average of 17 institutions: 478.59. Range: 354–625. 98% buy/raise.
Q2 earnings come out on 7/16. May revenue +30.1% YoY, with a full-year guidance of >30%.
Everything looks as solid as a rock.
Then watch the typhoon.
Three-party alignment: Taiwan’s Central Weather Administration + Japan Meteorological Agency + AccuWeather:
Bavi, category 17 (60 m/s). Typhoon-force wind radius: 483 km. The typhoon’s core diameter: 1,300 km.
On July 11–12, the storm circle covers the entire island of Taiwan, with Fab 18 in the exact center.
Citi on 7/5 pulled the target price from NT$2,875 straight up to NT$3,800—the highest in the street. Converted to ADR, that’s about $520.
Average of 17 institutions: 478.59. Range: 354–625. 98% buy/raise.
Q2 earnings come out on 7/16. May revenue +30.1% YoY, with a full-year guidance of >30%.
Everything looks as solid as a rock.
Then watch the typhoon.
Three-party alignment: Taiwan’s Central Weather Administration + Japan Meteorological Agency + AccuWeather:
Bavi, category 17 (60 m/s). Typhoon-force wind radius: 483 km. The typhoon’s core diameter: 1,300 km.
On July 11–12, the storm circle covers the entire island of Taiwan, with Fab 18 in the exact center.
Here we go again with the 'what if'...
If I had bought BTC in 2009, and then grabbed some ETC 15 years later...
... no more 'what ifs', just the 'results'...
'A Taiwanese netizen dug up an old newspaper showing TSMC was $60 per share
in 2008, and now it's hit a new all-time high of $2370, yielding +3850%'
'I found an old newspaper while cleaning my place, from August 2008, TSMC was only about $60 per share. If I had just bought and held it back then, I'd be financially free by now! 🥹' #TSMCUSDT
If I had bought BTC in 2009, and then grabbed some ETC 15 years later...
... no more 'what ifs', just the 'results'...
'A Taiwanese netizen dug up an old newspaper showing TSMC was $60 per share
in 2008, and now it's hit a new all-time high of $2370, yielding +3850%'
'I found an old newspaper while cleaning my place, from August 2008, TSMC was only about $60 per share. If I had just bought and held it back then, I'd be financially free by now! 🥹' #TSMCUSDT
Recently, TSMC's CEO Wei Zhejia has spoken up again 🔥
Is the stock price about to skyrocket? 💹
Insiders have revealed that CC mentioned in a meeting today that he has strong confidence in TSMC's future, encouraging employees to buy their own stock, and to remember what he said today about using dividends to buy TSMC shares, ensuring a worry-free future!
I remember back in June last year, CC publicly urged, "Buying more TSMC stock won’t go wrong," at that time the TSMC stock price seemed to hover around the 900 mark, and now it’s around 2300.
Could this time be no exception? 👀
Netizens are saying: Trust Wei Zhejia, and move into a new home by the end of the year
@Binance BiBi
#TSMCUSDT
Is the stock price about to skyrocket? 💹
Insiders have revealed that CC mentioned in a meeting today that he has strong confidence in TSMC's future, encouraging employees to buy their own stock, and to remember what he said today about using dividends to buy TSMC shares, ensuring a worry-free future!
I remember back in June last year, CC publicly urged, "Buying more TSMC stock won’t go wrong," at that time the TSMC stock price seemed to hover around the 900 mark, and now it’s around 2300.
Could this time be no exception? 👀
Netizens are saying: Trust Wei Zhejia, and move into a new home by the end of the year
@Binance BiBi
#TSMCUSDT
The most famous and best stocks that Binance has listed
Among them is Google with #Binance , which has $GOOGLB that enjoys its wide range of services, and the well-known Apple gadgets that conquered the world with $AAPL , and Broadcom $AVGO which works on designing and developing semiconductors, and TSMC #TSMCUSDT which is the top secret semiconductor manufacturing company in the world, and Tesla stock #TSLANews for the production of electric cars, and Meta stock #meta , the owner of the most famous social media platforms, and Amazon stock #AMZNon which controls global electronic commerce, and Nvidia (NVDA) which is the one behind the AI revolution, and Microsoft is the backbone of global software
Among them is Google with #Binance , which has $GOOGLB that enjoys its wide range of services, and the well-known Apple gadgets that conquered the world with $AAPL , and Broadcom $AVGO which works on designing and developing semiconductors, and TSMC #TSMCUSDT which is the top secret semiconductor manufacturing company in the world, and Tesla stock #TSLANews for the production of electric cars, and Meta stock #meta , the owner of the most famous social media platforms, and Amazon stock #AMZNon which controls global electronic commerce, and Nvidia (NVDA) which is the one behind the AI revolution, and Microsoft is the backbone of global software
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