#D5TS_Picks #CLYM — Climb Bio is advancing antibody therapies for immune-mediated kidney diseases, including budoprutug for primary membranous nephropathy and CLYM116 for IgA nephropathy. The company reported $239.2M in cash, with a projected runway into H2 2028. Key upcoming catalysts include CLYM116 Phase 1 presentations on October 22–23 and preliminary budoprutug Phase 2 pMN data on October 24, 2026, at ASN Kidney Week. For Detailed Analysis 👉 : https://t.me/c/2454754655/9941 #TSM — Taiwan Semiconductor Manufacturing Company reported record Q3 2026 revenue of approximately NT$1.49T ($46.71B), up around 50% YoY. September revenue increased 54.6% YoY to NT$511.86B, while January–September revenue rose 41.1% YoY. Strong AI-chip demand and advanced packaging remain key growth drivers. October 15 Q3 earnings will provide updated insights into profitability, capacity expansion and future demand. For Detailed Analysis 👉 : https://t.me/c/2454754655/10385 #SMCI — Super Micro Computer is benefiting from growing demand for AI servers and liquid-cooled data-center infrastructure. FY2026 revenue reached $39.1B, up 78% YoY, while Q4 revenue hit $11.1B and GAAP gross margin improved to 17.5%. Management reported over $60B in new orders and FY2027 revenue guidance of $65–72B. However, cash of $7.5B versus $8.7B in bank debt and convertible notes highlights balance-sheet considerations. Recent legal developments involving a contractor and other individuals in an alleged $2.5B AI-server export scheme to China remain important to monitor. For Detailed Analysis 👉 : https://t.me/c/2454754655/9718 👉 Join our ThinkSabio Stocks WL999 Group To join, simply visit our ThinkSabio Community Page or access the ThinkSabio Bot. 🌐 https://www.thinksabio.com/community D5.jpg