Zaid Admani

They get all the hype, they get all the press, but TSMC is the offensive line.

They might not be flashy, but without TSMC, Nvidia and the entire AI industry probably wouldn't exist.

You know, TSMC has a monopoly when it comes to manufacturing because they're the only chip manufacturer that has the expertise to make these super complex AI chips.

Samsung and Intel are trying to catch up, but as of right now, they aren't close to TSMC.

And according to the CEO of TSMC, the demand for these advanced chips from Nvidia, AMD, Apple, and others just keeps accelerating, which is a tailwind for TSMC moving forward.

The company said they were raising their 2025 revenue growth forecast again to a mid 30% growth.

I mean, investors have been paying attention to TSMC for a while now.

The stock is up more than 50% in 2025, and it's up another 2% this morning following the earnings.

I guess the key question for TSMC moving forward is will Intel or Samsung ever catch up to their capabilities?

Because as of right now, from everything that I've read, it doesn't seem like anyone is even close.

Let's talk about some stocks making moves today.

Salesforce shares are jumping this morning after the company said they expect their revenues to reach $60 billion by 2030.

Now, just for some context here, Salesforce's revenues in fiscal 2024 was around 35 billion.

So that 60 billion target would mean that Salesforce would be back to growing more than 10% a year, which they haven't done in over a year.

Salesforce continues to believe that AI will be a growth driver for their business.

They have a product called AgentForce, which is an AI powered customer service platform, which connects large language models from open AI and anthropic directly to company data and companies like Pepsi, FedEx, and more are already using it.

Salesforce also announced they were planning to buy back $7 billion worth of shares.

So all of that is pushing Salesforce stock up more than 5% this morning.

I just find it kind of funny the stock moves so much based on projections for 2030.

I mean, AI super intelligence might take over the world by that point, if you believe all the stuff coming out of OpenAI and Anthropic.