這個訪談影片蠻值得看的，可以了解一下分析師是用什麼參數跟角度在算這個市場的。

有關計算的部份，在GPU折舊，以及數學總整理，兩個章節。

https://infosec.press/richbluebird/aibottleneckfromdylanpatelinterview

#ai #investment #tsm #tscm #taiwan

Sgt. Kelvin Blas. U.S. Army Veteran. Stranded 6+ years. His case. Their obstruction. True Signal Media has been documenting every detail — named officials, FOIA records, published findings.

Read the full investigation: https://zurl.co/Rnamw

#JusticeForKelvin #TSM #FOIA #Accountability

A U.S. Ambassador allegedly said "Americans aren't Black" about a stranded Black veteran seeking embassy help. Kelvin Blas has been stranded 5+ years. Now the embassy threatens to jail him.

TSM is documenting all of it.
Read the investigation: https://zurl.co/yRImD

#JusticeForKelvin #TSM #Accountability

🔭 AI Outlook Thursday · TSM
Price: $332.97 | NeuroScore: 0.75
Outlook: High utilization, expanding margins, strong cash flow
Note: NeuroScore runs 0-1 (30d composite).

Not Financial Advice.

#Markets #TSM #AI

📅 Earnings Friday Radar
TSM · 20d (Jan 15)
Analyst upside: +15.3%
Fair price: $4,637.19 (Model 30d edge +200.0%)
Price: $298.80 | NeuroScore: 0.80
EPS Est: $2.86 (YoY +27.7%)
View: Lean beat (last surprise +4.57%)

Not Financial Advice.

#TSM #Earnings #Markets

🧠 NeuroScore Monday

TSM · 0.79 (30d composite)

Price $294.89

Not financial advice.

#AI #TSM #Tech

NeuroScore runs 0-1 (higher = stronger composite setup, 30d view).

#Markets #TSM

🧠 NeuroScore Monday

TSM · 0.77 (30d composite)

Price $292.04

Not financial advice.

#AI #TSM #Tech

NeuroScore runs 0-1 (higher = stronger composite setup, 30d view).

#Markets #TSM