TSMC Q1: rev $35.9B (+41% YoY), EPS $3.49 (+65%), margin 66% -- beat every guide. TSM #10 ApeWisdom from #66.

• Two sanctioned Iran ships slipped Hormuz via UAE route. "Sanctions doing the same work as a 'No Trespassing' sign on an open field." (replies)
• Iran ops end May 31: 72% Polymarket; Hormuz normal Jun 1: 58% Kalshi
• AMC #57 (857 up, from #153); NFLX earnings after close