Revenue is driving AI boom

Check out Taiwan semi shares up 4% session highs after raising their 2025 revenue forecast. The signal big tech is still pouring money into chips and data centers. Dear Jabosa breaks down why and dearra yesterday.Okay, riddle me this. ASML makes the tools that make advanced semiconductors that TSMC fab fabricates or what what they they have problems. The stocks are down.They maybe it's tariffs, maybe it's not. Then today, TSMC everything is fine. How can both of these things be true at the same time.Right. ...