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| Tsm reports monthly sales on Dec 10th for the month of November. CEO of nvidia said they have been producing Blackwell chips and they are full steam ahead and they are going to produce more than previously expected. January 10th another monthly sales report from Tsm which will give investors a glimpse into how many Blackwells are being produced. I think the stock rallies on the surprise numbers to somewhere around 180-200. The option chain seems to fall off around there. Tsmc reports its earnings on the 16th. A day before a major opex. This is important because it’s not really important, see they’ve already reported monthly sales each month leading up to earnings so the market has already baked in the news. I suspect it will have been good news at this point to be baked in. However I see tsm coming out and saying “yo we ain’t got enough capacity to meet demand”. A case could be made for that being extremely bullish but if you don’t have widgets to sell, then you don’t have widgets to sell. This will spark fears about nvidia continue price growth sending nvidia tumbling back to around 150$? Just before nvidias earnings report in late febraury. And then it crabs sideways into earnings collecting premiums on both sides.
But that’s just me guessing. And that’s a lot of tidbits to guess right.
HIGHLY IMPROBABLE
BUT ITS FUN TO SPECULATE
Edited by Deltamudd 11/30/2024 10:59
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Nvidia
