Hsin Ni Hsieh @Hsinni: "$TSM surged in September, with..."

Taiwan

$TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) surged in September, with year-to-date gains exceeding 35%. August revenue rose 34% year-over-year, boosting investor confidence. Its Arizona fab turned profitable for the first time, and a strategic partnership with MediaTek will introduce 2nm process technology. Analysts at CFRA and Barclays raised their price targets to $ 295 and $ 325 respectively. Looking ahead, TSMC is well-positioned to benefit from the AI infrastructure boom and cloud data center expansion. $TSLA (Tesla Motors, Inc.) shares jumped nearly 30% in September, driven by Elon Musk’s $ 1 billion stock buyback, which reignited market optimism. The company expanded its Full Self-Driving (FSD) system to Australia and New Zealand, while Robotaxi testing gained approval in multiple U.S. states—strengthening its AI and autonomous driving roadmap. Analysts revised Q3 and Q4 delivery estimates upward, with full-year deliveries expected to surpass 1.8 million units. Tesla’s market cap could reach $ 2 trillion by 2026. Nonetheless, the expiration of EV subsidies, intensifying competition from Europe and China, and its high valuation pose potential challenges. $BTC rose about 8% in September, marking its best performance for the month in 13 years and breaking the so-called “Rektember” curse. Although prices briefly dipped to $ 112K following the Fed’s rate cut, the swift rebound demonstrated strong support. Volatility dropped to a decade low, signaling market maturity and steady institutional inflows. Technically, if BTC breaks through the $ 118K resistance, it could challenge $ 120K or even the historical high of $ 124K.

3 Mentioned

TSM

Taiwan Semiconductor Manufacturing Co Ltd - ADR

TSLA

Tesla Motors, Inc.

BTC

Bitcoin

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