Quick ReadTSM posted $40 billion in Q2 revenue, up 39% year over year, with EPS climbing 61% as AI demand continues to outstrip manufacturing supply. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Gross margin remained a robust 67.7%, highlighting that demand continues to outstrip supply for the company's advanced manufacturing capacity. Instead, they illustrate how AI demand continues to ripple across the semiconductor industry. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut.