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tammie qiu

T3 · host / generalist

Semiconductor analyst at Bloomberg Intelligence covering equipment, foundry, and memory sectors; provides fundamental analysis on TSMC, ASML, and AI capex cycles.

2 calls·2 names·50% bull·last heard 26 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$TSMTaiwan Semiconductor Manufacturing Company

TSMC raises sales outlook but increases multi-year capex, sparking valuation concerns

TSMC beat across the board and raised revenue guidance but also signaled higher capital expenditures not just for this year but for the next three years, causing the market to question whether elevated AI spending justifies current valuations despite long-term demand visibility through 2029-2030.

Bloomberg Tech2026-07→
2ndmedium conviction
$ASMLASML Holding

ASML raises guidance second time, lifts margins, signaling sustained AI capex cycle

ASML revised annual sales forecast upward for the second time this year and raised margin expectations to mid-55%, indicating incremental customer demand and capacity needs across both logic and memory that suggest the AI investment cycle is not ending anytime soon.

Bloomberg Tech2026-07→

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recurring themes

2 total
$TSM
···
Taiwan Semiconductor Manufacturing Company
MEDtammie qiu·Bloomberg Tech·26 days ago
TSMC raises sales outlook but increases multi-year capex, sparking valuation concerns
TSMC beat across the board and raised revenue guidance but also signaled higher capital expenditures not just for this year but for the next three years, causing the market to question whether elevated AI spending justifies current valuations despite long-term demand visibility through 2029-2030.
"TSMC CAUGHT THAT THE A.I. INDUSTRY IS NEW AND DEMAND WILL GO ALL THE WAY INTO 2029-2030 WHICH IS A POSITIVE SIGN IN MY VIEW FOR THE INDUSTRY. BUT AT THE SAME TIME WE DO WANT TO SE…"
4:48
$ASML
···
ASML Holding
MEDtammie qiu·Bloomberg Tech·26 days ago
ASML raises guidance second time, lifts margins, signaling sustained AI capex cycle
ASML revised annual sales forecast upward for the second time this year and raised margin expectations to mid-55%, indicating incremental customer demand and capacity needs across both logic and memory that suggest the AI investment cycle is not ending anytime soon.
"ASML'S EARNINGS YESTERDAY HAS BEEN AMAZING IN TERMS OF HOW THEY REVISED THE GUIDANCE FOR THE SECOND TIME THIS YEAR. BESIDES REVENUE, I WOULD POINT OUT ASML ALSO REVISED UP MARGIN…"
6:42