Fellow Trader,

If you’re like most people, on Friday morning you’ll probably follow your set routine: Wake up… eat breakfast… go to work…

But if you say these two setences to your broker… you could collect as much as $1,250 on Friday… no matter where you live, whether you’re working or already retired.

It all has to do with a unique stock market secret that’s worked 97% of the time for the past 10 years running.

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To see what these sentences are, click here.

Regards,

Roger Michalski
Publisher, Eagle Financial Publications

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Just For You

NVIDIA’s Earnings Show a Green Light for Taiwan Semiconductor 

Written by Gabriel Osorio-Mazilli. Published 8/28/2025. 

Key Points

• NVIDIA’s recent earnings results highlight a new path higher for Taiwan Semiconductor stock, as demand is quickly outpacing production supply.
• Markets are placing a premium on Taiwan Semiconductor’s sales for a reason.
• Institutions are buying in the billions ahead of the next quarterly earnings announcement.

Most profits aren’t earned by buying gold during a rush but by selling shovels to those digging. Periodically, a new rush emerges in an economic cycle, and shovel makers quietly capture most gains. Today’s “gold” is AI-driven chips, and the “shovels” are wafer equipment providers and foundry specialists.

Hyperscaler spending—think cloud giants and AI leaders—has crossed the $1 trillion mark, driven by an “AI-first” approach. That’s fueling soaring demand for chips and semiconductors. Holding over 75% of this market is Taiwan Semiconductor Manufacturing (NYSE: TSM), and one of its largest customers just gave investors a compelling reason to buy the stock today.

NVIDIA’s Growth: A Guaranteed Check for Taiwan Semiconductor

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NVIDIA Corporation (NASDAQ: NVDA) recently reported its much-anticipated quarterly results. As the S&P 500’s largest constituent, NVIDIA dominates many portfolios—but its performance also serves as a key barometer for chipmakers like TSMC.

NVIDIA’s data center revenues hit $41.1 billion—a 56% year-over-year jump—driven by its Blackwell superchip. These three-nanometer chips are produced exclusively by TSMC on its advanced nodes, so every NVDA order directly boosts TSMC’s revenue and pricing power.

This dynamic duo presents a prime opportunity for investors today.

TSM’s Valuation Premium: Justified and Strategic

Investors are willing to pay up to 11.5x price-to-sales (P/S) for TSMC because NVIDIA’s surging demand could create supply bottlenecks, enhancing TSMC’s pricing power and contract terms.

It’s not just NVIDIA—hyperscalers like Meta Platforms Inc. (NASDAQ: META) and Microsoft Inc. (NASDAQ: MSFT) also depend on TSMC for advanced chip processing power.

Similar to the 2020–2022 chip shortage—when foundries hiked prices amid scarce alternatives—if demand continues to outpace supply, TSMC can command a premium. Smart markets are willing to pay for that future growth, justifying its current P/S multiple.

Even with its elevated valuation, institutions have snapped up $8.6 billion of TSMC stock in the past quarter, underscoring confidence in its long-term value.

Another upside is TSMC’s future earnings power. MarketBeat forecasts about $2.52 in EPS for Q3 2025—a modest 2% rise from the reported $2.47.

Investors have a window to position ahead of a potential earnings beat. If next quarter’s results reflect NVIDIA-driven demand—again topping the $2.13 consensusby 16%—TSMC shares could push into new 52-week highs.

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Today’s Featured Content: Your financial future secured, with this simple phrase? (From Eagle Publishing)