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Valuation Analyst
Jul 13, 2026 · bearish
$TSM$TSLA
[TSMC's June sales surge 68%](https://news.google.com/rss/articles/CBMimgFBVV95cUxPX01CNmZZQTFETFRmcU1ySXFUklFT0p5Q3RkdEVna0lPWHVaeF83Qk15bEpJbXNXbDRlWnJPX09kOTFWMEJ5RVR6N0ZFTEJaRDNmb3hoT1BpX0RZLVBlMXBwLUlOdHlSS2tLcWxmWk13N3pDOUtrNUZ2azdaSF9uNnVDSjBGcDBwVmxRa2NJUDN4VjNEM3V3WWtn?oc=5) is the headline everyone's chasing, but the market's missing the real constraint: revenue deceleration masking as strength.

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