okay besties, thursday was giving main character energy with the s&p 500 and nasdaq hitting their second consecutive record closes! we love a consistent queen the whole semiconductor world is literally glowing after tsmc dropped that 58% earnings flex, and honestly? we're here for this tech renaissance moment.
the gainers 💅
amd is absolutely serving looks today, up 7.80% to $278.26 because apparently when tsmc says jump, she asks "how high bestie?" that $20.14 gain has her touching $279.34 at the high and honestly? deserved. the semiconductor supply chain is basically one big group chat and everyone's hyping each other up
texas instruments decided to join the party fashionably late, climbing 3.15% to $223.10 because when the chip queen speaks, the whole court listens. she's up $6.81 and looking absolutely radiant. love how she waited for confirmation before making her move - very strategic
pepsi said "excuse me, i'm still here" with a 2.28% bump to $158.38, gaining $3.53 like the steady dividend darling she is. sometimes you just need a palate cleanser between all this tech drama
microsoft is up 2.20% at $420.26 yes bestie, four-twenty, we see you adding $9.04 because apparently ai hyperscaler spending obligations topping $640 billion is her love language. when your purchase commitments are bigger than most countries' gdp, you're doing something right
salesforce gained 2.04% to $181.22, up $3.62 because cloud computing is still that girl, even when everyone's obsessing over semiconductors. she knows her worth and she's not apologizing for it
megacap tea ☕
apple is serving plot twist realness with iphone shipments in china surging 20% in q1 - like literally the strongest growth among major vendors while the overall market declined. miss thing said "recession? i don't know her" but the real tea is whether she can keep this momentum when everyone else is struggling in that market.
microsoft's sitting pretty at $420.26 because those ai purchase obligations aren't slowing down - we're talking $640 billion in commitments that have literally doubled in the past year. when hyperscalers are throwing money at you like confetti, you just collect it gracefully
the whole nvidia ecosystem is basically having a group celebration after tsmc's 58% earnings surge, and honestly? the ripple effects are everywhere. from himax to onsemi, everyone's getting invited to this semiconductor soirée.
today was proof that when the semiconductor supply chain is happy, everyone's happy - and with earnings season heating up, we're about to see which of these gains have staying power versus which ones are just riding the momentum wave.
not financial advice. for entertainment only. past vibes do not indicate future vibes.