TSMC's latest earnings beat is sending shockwaves through the AI sector right now. The chipmaker's stellar performance has reignited serious momentum in AI-related trades, with market participants carefully watching how this plays into the broader semiconductor supply chain. When foundry leaders post blowout numbers like these, it typically signals strong demand across the entire ecosystem—and that gets priced into everything from GPU stocks to infrastructure plays. Traders are clearly repositioning, treating this earnings surprise as validation that the AI boom isn't just hype. The question now is whether this enthusiasm can sustain, or if we're looking at another wave of profit-taking before the next catalyst shows up.