Calls
1
u/Euro347
Reddit r/stocks
Win Rate
100.0%
return
+0.7%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 18
$411.88
+0.7%
TSMC is in talks to build Microsoft’s Maia 300 chips, with an initial run of 300,000+ units. Additional hyperscaler custom silicon orders reinforce TSMC’s advanced foundry revenue outlook. TSMC is a structural beneficiary of broad AI chip manufacturing demand. Capacity negotiations could alter volumes; Microsoft may not hit production targets; component supply issues.
TSMC is in talks to build Microsoft’s Maia 300 chips, with an initial run of 300,000+ units. Additional hyperscaler custom silicon orders reinforce TSMC’s advanced foundry revenue outlook. TSMC is a structural beneficiary of broad AI chip manufacturing demand. Capacity negotiations could alter volumes; Microsoft may not hit production targets; component supply issues.
Foundry Equipment
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
u/Euro347 has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: TSM.
