TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing. As the exclusive manufacturer of NVIDIA Corp. (NASDAQ:NVDA) GPUs, TSMC reported a 35% jump in net profit, crushing analyst estimates and proving that the AI gold rush is still on. CRWV stock is climbing. See the chart and price action here. The Neocloud LifelineFor neocloud providers like CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group ...