Tinnothy Sykse
67 posts
LOL in case you thought you'd be entertained by the #worldcup halftime show, realize that the whole entertainment world has become so politically correct and sugarcoated BS....aye aye aye all these halftime shows suckkkkkkkkk
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$TSM TSMC CEO: "Supported by our robust technology differentiation and the broad customer base, we now expect our full year 2026 revenue growth to be slightly above 40% year-over-year in US dollar terms."
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$TSM TSMC CEO: "I'm really jealous about the memory companies, 86% gross margin. 86%! About 68, I will be happy about that"
And on why he doesn't push for higher pricing to drive his margins higher:
"what kind of gross margin we should have? The higher the better, of course. We are a partner. A partner, meaning that I said many times, our customer got to be successful. I don't want to squeeze them out from the market. Besides, we are very trustable company with our customers. We don't suddenly increase our price by, which I like to have, 4x or 5x. You cannot survive, for your customer to survive with that kind of a price increase. We earn our value, and we make sure that our profit, our gross margin, is enough for our long-term sustaining expansion that's to the benefit of my customer and TSMC also."
Fiscal.ai@fiscal_ai
Taiwan Semiconductor just hit 60% operating margins. Is there any other manufacturing company in the world that's this profitable? $TSM $TSMC
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$TSM TSMC CEO on AI demand:
"You want me to give you a guarantee, right? Let me say that. I believe from this day on, all the way to probably 2029, 2030, the demand is very strong. Whether in between, there's a dip or not, I'm not very sure."
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Alphabet President Ruth Porat:"....So I think the risk is don't be so in the moment maniacally focused on what is it, but have a right mix of an engine that's continuing to drive the business, which also explains why you need to start building early for growth so that you can grow into it."
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$TSM TSMC CEO: Three-year ahead CapEx is expected to be even more significantly above the prior three-year period.
“Last time we said our CapEx in the next three years will be significantly higher than the CapEx in the past three years. Now the CapEx in the next three years will be even more significantly higher than the past three years.”
The Transcript@TheTranscript_
$TSM TSMC CFO: 2026 CapEx guide increased to $60B–$64B to support structural AI, HPC and leading-edge demand. “Given the continued strong structural demand from our customers, including the newly emerging Agentic AI market, we have decided to raise our FY 226 capital budget to be between $60B & $64B as we continue to invest heavily to support our customers' growth"
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Insteel CEO: "Customer sentiment remains positive and the level of activity in publicly funded infrastructure markets continues to be healthy"
$IIIN: +3% PM
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Insteel CEO on data center delays:
"Private non-residential construction continues to be dominated by data center projects, some of which have experienced schedule delays. We believe these delays are timing-related and do not imply weakening demand." $IIIN
The Transcript@TheTranscript_
Insteel CEO: "Customer sentiment remains positive and the level of activity in publicly funded infrastructure markets continues to be healthy" $IIIN: +3% PM
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Insteel CEO: "Profitability during the quarter was impacted by higher costs, as increases in wire rod prices, freight expense, and practically all other operating costs outpaced changes in selling prices. We believe these headwinds are temporary and expect to recover these higher costs through our pricing over time." $IIIN
The Transcript@TheTranscript_
Insteel CEO on data center delays: "Private non-residential construction continues to be dominated by data center projects, some of which have experienced schedule delays. We believe these delays are timing-related and do not imply weakening demand." $IIIN
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Buffett on what motivates his philanthropy:
"The perspective I have is that, out of eight billion people, I may be one of the 10 luckiest in the world...as life has gone along, I have seen how unbelievably unlucky some people have been..."
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Buffett on failing to invest in Google earlier, before its business became far more capital-intensive:
"I made a mistake...I think they’re more likely to be a winner based on the record than probably 90 percent or 95 percent of what gets merchandised through Wall Street,"
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BlackRock CEO: "...over the $1 trillion increase in BlackRock's AUM so far in 2026. Flows in the first 6 months are more than double what we saw in the first half of 2025, driving AUM to a record $15.3 trillion" $BLK
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Home sweet cozy home Wrapped in a warm blanket, sipping hot tea, and watching my favorite show after a long day—this is the ultimate little happiness.
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Tinnothy Sykse retweetledi
Just wrapped up a super inspiring UX design lecture! Learned tons of hands-on tricks to boost user engagement—can’t wait to apply them in my next project.
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Last week's photography club "City Street Snap" walk was a hit! 20 of us explored old town lanes, snapped 500+ cool shots—can’t wait to share the final exhibition next month! Join us this Saturday for our next shoot!
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Tinnothy Sykse retweetledi
Just had the BEST truffle mushroom pasta at that cozy new bistro downtown — cream sauce is so rich, truffle aroma hits perfect, already craving my next bite!
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