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Here are Monday's biggest analyst calls: SpaceX, Nvidia, Apple, CoreWeave, Amazon, Meta, Eli Lilly & more
Show Post📊 #AI #semiconductors 🇹🇼 $TSM TSMC: high-performance computing, which includes AI accelerators, made up 68% of revenue in Q3 2026, up from 29% in Q1 2019. Smartphones fell from 47% to 21%. In those years, the operating margin doubled, from 29% to 59%. midgardfinance.com/companies/2330.TW/
Show Post$TSM TSMC Taiwan Semiconductor Revenue mix (by business area). I post things I’m looking at. (data: Midgard Finance)
Show PostA second-derivative visual in cloud revenue. $GOOGL $AMZN $MSFT (info h/t Midgardfinance dot com)
Show Post💉 #pharma #immunology 🇺🇸 $JNJ: #Tremfya sold $2.4bn in Q3, up 68%, while #Stelara fell 54% to $0.7bn under biosimilar competition. Tremfya overtook it in Q4 2025, and J&J's immunology sales overall still grew 1.3%. midgardfinance.com/companies/JNJ/
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