$TSM raised capex guidance and tacked on another $100B for Arizona, pushing total US investment to $265B and up to 10 fabs plus two packaging plants. Stock's trading red premarket anyway, looks like the market's waiting on the call instead of trading the headline. That disconnect between the fundamentals and the price action may be the real opportunity, $AMKR looks bullish on the read-through even while it's getting sold off with everything else.
Aggregated and distilled by Two Sentence Traders. Not financial advice.