NVIDIA$Taiwan Semiconductor(TSM.US)
The EPS beat is nice, but the real story is hidden in the "Revenue Breakdown."
HPC has decisively overtaken Smartphone revenue. This marks a permanent shift: TSMC is no longer a cyclical phone stock, but a secular AI infrastructure play.
Wall Street is still pricing it like a factory, but the data demands a re-rating to a tech platform.Selling now would be like selling Apple when it shifted from iPods to iPhones. The real growth phase has just begun.
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