1J·

Management Kommentare:

$TSM (-2,71 %)

Strong Q2 revenue supported by industry-leading 3nm and 5nm technologies, partially offset by FX headwinds.”
“Gross margin pressure from FX and overseas fab dilution was partly balanced by higher utilization and cost improvements.”
“Receivable and inventory days improved on higher N3/N5 wafer shipments.”
Management flagged tariff uncertainty & FX volatility as 2H margin risks; long-term GM ≥53% goal reiterated.
U.S./EU fab build-out (~$165B multi-year) aimed at capacity diversification & customer security; overseas fabs carry structural margin dilution.
N3 capacity remains tight; narrowing supply-demand gap at premium nodes while ramping N2 (HVM 2H25) and advanced packaging (CoWoS/SoIC).

$2330
$NVDA (-0,68 %)
$AMD (-2,28 %)
$AVGO (-1,46 %)
$ASML (-2,06 %)
$ASML (-1,86 %)

BamBamInvest

@BamBamInvest

1J·

TSMC Q2 2025 results [NTD, YoY]: (NTD = Neuen Taiwan-Dollar)

$TSM (-2,71 %)
$2330

Net revenue: +38.6% to 933.8B
Operating income: +61.7% to 463.4B
Operating margin: +7.1pp to 49.6%
Net profit: +60.7% to 398.3B
Net profit margin: +5.9pp to 42.7%
EPS: +60.7% to NTD 15.36

$NVDA (-0,68 %)
$ASML (-2,06 %)
$ASML (-1,86 %)
$ASML
$AMD (-2,28 %)
$AVGO (-1,46 %)
$QCOM (+0,96 %)
$INTC (+1,23 %)
$TXN (-0,55 %)

5

BamBamInvest

@BamBamInvest

1J·

TSMC Q2 2025 results [NTD, YoY]: (NTD = Neuen Taiwan-Dollar)

$TSM (-2,71 %)
$2330

Net revenue: +38.6% to 933.8B
Operating income: +61.7% to 463.4B
Operating margin: +7.1pp to 49.6%
Net profit: +60.7% to 398.3B
Net profit margin: +5.9pp to 42.7%
EPS: +60.7% to NTD 15.36

$NVDA (-0,68 %)
$ASML (-2,06 %)
$ASML (-1,86 %)
$ASML
$AMD (-2,28 %)
$AVGO (-1,46 %)
$QCOM (+0,96 %)
$INTC (+1,23 %)
$TXN (-0,55 %)

7

1 Commentaire

~ S.@Semos25

1J

I should have sold asml and shifted into tsmc 🤦‍♀️

•

4

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Sir A.

@Agatawah1159

2J·

$AMD (-2,28 %)

27.06

Skyscraper

Acheté x1 à 985 000 000 000 000,00 £GB

985 000 000 000 000,00 £GB

1

11 Commentaires

Christian@christian

2J

Get well soon 🙃

•

16

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BamBamInvest

@BamBamInvest

2J·

ASML Q2'25 Earnings Highlights

$ASML (-2,06 %)
$ASML (-1,86 %)
$ASMLF

Revenue: €7.69B (Est. €7.51B) ✅; +23% YoY
EPS: €5.90 (Est. €5.22) ✅;+47% YoY
Gross Margin: 53.7% (Est. 51.9%) ✅; +220bps YoY
Net Bookings: €5.54B (Est. €4.80B) ✅; -0.5% YoY

Guidance

FY25 Revenue Growth: ~15% YoY (Prior: €30-35B)
FY25 Gross Margin: ~52% (Prior: 51%-53%)
Q3 Revenue: €7.4B-€7.9B (Est. €8.21B)
Q3 Gross Margin: 50%-52% (Est. 51.4%)

Comment from the CEO:

"Tariffs were slightly less negative than we expected."
"We are preparing for growth in 2026, but cannot confirm this due to the increasing uncertainty."
"Gross margin was above forecast due to higher upgrade business and one-off promotions."

"The introduction of EUV and High NA is progressing as planned; the first EXE:5200B system has been delivered."

✌️

$NVDA (-0,68 %)
$AMD (-2,28 %)
$TSM (-2,71 %)

29

27 Commentaires

Mau@ProMau

2J

Nice that ASML did well yesterday, so we are only back to where we were the day before yesterday 😂 always look on the bright side

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14

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Voir toutes les 3 autres réponses

McQueennn

@McQueennn

3J·

AMD

I had $AMD (-2,28 %) on my watchlist for some time and wanted to buy the share next week with my salary.

However, the share has risen sharply today.

What do you think - is it still worth getting in?

I would remain invested in the medium to long term.

2

10 Commentaires

John@Doe

3J

Are you worried about today's 7% increase in long-term investments?

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17

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Afficher la réponse

JKB

@jkbdagun

3J·

All Eyez On You

$AMD (-2,28 %)

11

TradeBrl

@TradeBrl

5J·

2 Years Milestone

Almost 2 years, +61% TTWROR!!!

$RKLB (-0,23 %)
$SOFI (-1,52 %)
$HIMS (-0,05 %)
$NBIS (-2,16 %)
$AMD (-2,28 %)
$BABA (+2,37 %)

Waiting for a $NBIS (-2,16 %) around 32€ to charge after a trim around 46€

Waiting for a $SOFI (-1,52 %) around 21€ to trim a small part

Started an important position on $OSCR and a small position on $DLO

HYPERGROWTH PORTFOLIO and the importance of trim and wait to charge more

11

1Sem.·

The episode is now also available as a podcast

The special episode on warrants has unfortunately been postponed as my interview partner still has to submit the questions to the compliance department, which is still checking them. I hope they will be finished by the end of the week.

Spotify:

https://open.spotify.com/episode/2Lga5JqyppbNkCyEJZ9fYx?si=vleOAWsZSPWpdPHce3xUPw

Apple Podcast:

https://podcasts.apple.com/us/podcast/98-gespr%C3%A4ch-mit-tobias-kramer-werdegang-amd-palantir/id1695869891?i=1000716166309

$AMD (-2,28 %)

$PLTR (-0,7 %)

$BTC (+0,48 %)