AI Demand Rises, but TSMC Maintains Supply Control
📊 TSM — Piyasa Yorumu
■ neutral · 60%The news headline indicates that rising AI demand is positive for TSMC, but the company's tight grip on supply control creates uncertainty. Technical indicators show the stock rose 5.27% in the last 24 hours, with the RSI approaching overbought territory at 72.6. The MACD is positive and supports the uptrend, but the elevated RSI increases the risk of a short-term correction. The price remains above the 20- and 50-day moving averages, reinforcing a strong medium-term outlook. In the short term, direction is uncertain due to overbought signals and the mixed tone of the news.
📊 NVDA — Piyasa Yorumu
▲ up · 65%The news headline indicates that the increase in AI demand is positive for NVDA, but TSMC's supply control creates uncertainty. Technical indicators show the stock rose 4.3% in the last 24 hours, with the RSI approaching overbought territory at 68 and the MACD positive above its signal line. Short-term upward momentum may continue, but caution is warranted due to the high RSI level and supply risk. Therefore, the direction is up, and confidence is moderate.
📊 AMD — Piyasa Yorumu
■ neutral · 60%AMD shares have surged 16.8% in the last 24 hours, pushing the RSI into overbought territory at 83.5. While the headline confirms rising AI demand, TSMC's tight control over supply creates uncertainty regarding AMD's production capacity. Technically, the MACD remains positive and upward, but overbought levels increase the likelihood of a short-term correction or consolidation. Therefore, the short-term direction is uncertain, and a sideways trend can be expected.
📊 ASML — Piyasa Yorumu
■ neutral · 60%ASML shares have risen 7.7% in the last 24 hours, pushing the Relative Strength Index (RSI) to 78.7, indicating overbought conditions. While news headlines confirm a surge in AI demand, TSMC's tight control over supply may limit ASML's short-term earnings potential. Although technical indicators point to a strong uptrend, overbought levels and supply chain uncertainties suggest a sideways movement in the near term. The MACD remains positive and above the SMAs, supporting a medium-term bullish outlook, but profit-taking risks persist at current price levels.