One Earnings Report Just Repriced the Entire Market

TSMC didn’t just beat earnings. It validated the entire AI economy.

Revenue +21% YoY

Profits +35%

CapEx up to $56BQ1 guidance +38% YoY

This means:

NVDA, ASML, AMD, AVGO, MRVL are not in bubbles —they’re in a supply-constrained supercycle.

This is why institutions are piling into semis.

DCG doesn’t trade stories —we trade capital flows.

👇 Which AI stock are you holding right now?

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