TSMC. How To Turn Chicken Salad Into Chicken Sh*t

848 Views20 Apr 2024 13:27
TSMC beat & raised guidance, maintained FY outlook. Minor, unnecessary tinkering with semi and foundry forecasts plus confusion about the root cause dragged the stock down ~8% in overnight trading
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William Keating
Semiconductor & Technology Specialist
Information TechnologyEquitiesThematic (Sector/Industry)
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