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$TSM's 2027 worry? The price of YOUR next phone. ✅ Record profit, up 68.7% in a year. ✅ Q4 revenue guided UP ~14% from Q3. ✅ CEO on AI demand: "extremely robust," "no sign of a slowdown." ✅ Yet: "we are being prudent in our business planning going into 2027." ✅ His reason: rising component prices are hitting price-sensitive gadgets. ➡️ Translation: pricey memory is squeezing phones & PCs. ✅ JPMorgan says the same: PC costs are up on memory. ✅ The stock still fell Thursday. ➡️ I've said memory peaked in 2026. ➡️ When memory gets cheaper, Apple, AMD & Nvidia WIN! ➡️ That's the hardware recovery I'm waiting for. More at https://t.co/l7DltAzM7z