$TSM
6 long-form articles and 16 pre-market mentions covering $TSM from AskMelon Research.
Applied Materials Trades at a Record 16x Sales While Its Biggest Market Shrinks
Applied Materials makes the machines that make the chips, and in the spring of 2026 the market decided those machines were a secular AI growth story rather than the most cyclical business in technolog…
Marvell Trades Richer Than Broadcom to Be the Runner-Up in Custom AI Chips
There is a booming corner of the AI economy that gets less attention than Nvidia but may matter almost as much: custom silicon. The largest cloud companies — Amazon, Google, Microsoft, Meta — are incr…
Washington Bet Billions on Intel's Comeback. Its Customers Haven't.
Intel's stock has roughly tripled, and the reason is the most impressive collection of backers any turnaround has ever assembled. The United States government took an ownership stake of about 10% — a …
The Other Chip
There is a company whose stock doubled in a year on the strength of a single story: that it is finally about to catch the most valuable company on Earth. The story has been told, in one form or anothe…
The One Machine
Beneath the company that makes nearly all the world's advanced chips sits a company that makes the one machine without which those chips cannot be made at all — a single firm in the Netherlands, the o…
The Single Point of Failure
Almost every advanced chip on Earth — every Nvidia accelerator training every AI model, every processor in every iPhone, the silicon inside the weapons, the cars, the data centers, the banking systems…
Saturday, July 18, 2026
Your Saturday morning market coffee. The week the Iran ceasefire stopped being a rhetorical feint and became a real war again: over the weekend of July 11-12, CENTCOM struck more than 140 Iranian site…
Saturday, July 18, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, July 18, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, July 18, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, July 18, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, July 18, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, July 18, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, July 17, 2026
The AI-crowded-trade unwind that Bank of America flagged as "the most crowded trade ever" is now a two-day fact — Nikkei –4.73%, Taiwan –6.5%, and US futures pointing sharply lower — and it is swallow…
Thursday, July 16, 2026
TSM's Q2 blowout at 2 AM ET — $4.31 EPS against $3.83 consensus, $40.2B revenue at +33.7% YoY, with AI high-performance compute now 66% of all revenue — is the most authoritative single-print validati…
Wednesday, July 15, 2026
ASML's €9.33B Q2 blowout and a June CPI print of +3.5% YoY — the largest single-month inflation decline since April 2020 — land together as the clearest simultaneous bull signal this market has seen i…
Tuesday, July 14, 2026
The US Naval blockade of Iranian ports, announced for 4 PM ET today, converts the week's dominant geopolitical narrative from "Hormuz closure declaration" to "enforced blockade with legal and commerci…
Monday, June 15, 2026
The United States and Iran formally agreed an MOU on June 14 — signing ceremony in Geneva scheduled June 19, Hormuz naval blockade halted by executive order, WTI extending its slide to $80.14 (−5.6%) …
Sunday, April 19, 2026
The Strait opened Friday. Iran closed it Saturday. The Navy seized a ship Sunday. Futures are bleeding. Welcome to the most dangerous week of the war.
Saturday, April 18, 2026
Your Saturday morning market coffee. The week Iran opened a strait and Wall Street opened champagne.
Friday, April 17, 2026
Nasdaq's 12-day winning streak -- longest since July 2009. S&P 500 at record 7,041. But Netflix is tanking in premarket after weak Q2 guidance, TSMC sold off despite crushing earnings, and Asia pulled…
Thursday, April 16, 2026
S&P 500 above 7,000 for the first time. Nasdaq on an 11-day winning streak. The Iran war is "very close to over." TSMC just crushed earnings. And China GDP beat. This is a market that refuses to stop.