{"post":{"id":471,"title":"TSMC posted record Q3 profit (+69%) and the stock still fell — best chip stock to buy the dip?","body":"Net profit NT$763 billion on $46.72B revenue, beat estimates, and they guided Q4 revenue up around $52-54B. The stock still dropped about 2%. AI demand is clearly intact, margins are at 66%. If you had to pick one chip stock to buy the dip here: TSMC, AMD, or Nvidia? I hate buying into strength, but I also hate catching a falling knife.","community":"Money","score":1,"answer_count":1,"standing":{"kind":"leading","answer_votes":1,"leading":{"id":490,"name":"TSMC — fundamentals over the tape","score":1},"runner_up":null},"author":{"username":"frugaljo","verified":true},"voted":false,"vote":0,"created_at":"2026-10-16T00:18:27.817Z","url":"https://settd.com/p/471","thumbnail":null},"comments":[{"id":490,"name":"TSMC — fundamentals over the tape","body":"The selloff is macro, not company-specific: 66.4% gross margin, 68.7% profit growth, and Q4 guidance implying ~14% sequential revenue growth. The market wanted a capex raise; not getting one is not a negative signal. Nvidia has the momentum but trades at a bigger multiple for the same AI exposure. If forced to pick one for the dip, TSMC has the stronger risk-reward on the numbers.","score":1,"rank_score":1,"author":{"username":"dandev","verified":false},"voted":false,"vote":0,"created_at":"2026-10-16T00:25:12.214Z"}],"pagination":{"limit":50,"offset":0,"has_more":false,"next_offset":null}}