We have recently published a list of 10 shares that could grow after Jensen Huang’s profit revenueS In this article, we will look at where the Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) is against other shares that could jump after calling Jenson Huang’s profit.
Deepseek AI revelations were the biggest concern for investors when the month began. Many had begun to ask whether investing so much in AI infrastructure was worth it. Since then, market sentiment has become positive again and many of the shares have recovered. We are now closing in the most awaited call of the year so far: Jensen Huang tells us on February 26 how his company presented itself in the previous quarter.
Investing in the supply chain of large companies has proven to be useful over the years. As the more strong and larger company has grown, it helps the smaller companies, which are an important part of the supply chain, also grow.
The profit of Santa Clara -based will affect the whole market, not just its suppliers. Analysts expect a profit that beats both EPS and revenue. That was to say Keybanc’s analysts about the profit:
“Despite the previous concerns about the restrictions associated with the GB200 NVL servers, we expect NVDA to report strong F4Q results, which we assume will win stable and direct F1Q conservatively and moderately than the consensus.”
We have decided to look at the companies that will benefit from the aforementioned profit blow. To come up with our list of 10 shares that could jump after the call for Jenson Huang’s profit, we looked at shares that are the main suppliers of the company.
Close to a complex network of integrated circuits used in logical semiconductors.
Taiwan Semiconductor Manufacturing Company Limited is a manufacturer, tester, packaging and seller of integrated circuits and other semiconductor devices. It also provides customer support services and engineering and investment services and manufactures masks. Apple Inc. is the largest client of The Chipmaker, with Jensen Huang’s company in second place.
With such a great reading of the number one graphics processors in the world, TSM will probably be the most affected shares of Jensen Huang’s profit revenue this week. Blackwell graphics processors are manufactured at the company’s Taiwanese facilities. A profit call will be disconnected for evidence of Blackwell GPU revenue and if they start to show, TSM shares will respond. However, if the problems with the performance of the Blackwell GPU continue, it will restore uncertainty.