146% in one day while everyone panicked about ASML

(I'm going LIVE)

Author

Don Kaufman
July 17, 2025

Don Kaufman here. 

You know what's crazy about yesterday? 

While everyone was freaking out about ASML's earnings miss, I made 146% on Taiwan Semiconductor in 24 hours.

I mean, look – ASML comes out with disappointing numbers and weak 2026 guidance. The whole semiconductor sector gets hammered. Everyone starts running for the exits on TSM earnings.

But I saw something different.

The setup everyone missed

While everyone was panicking about semiconductors, I spotted the exact pattern I've been trading for years. TSM had broken above old resistance at 226, retested it as support, and was sitting right at those 237-238 highs.

More importantly, I saw something in the options flow that told me this was the perfect setup for my earnings strategy.

So I put on this TSM butterfly spread:

  • 242.5/247.5/252.5 butterfly for $0.54

  • Closed it today for $1.33

  • 146% return in one day

This isn't luck

This is the same pattern I've been using since my thinkorswim days. It's a specific inefficiency that shows up in the options market right before earnings – and most traders don't even know it exists.

When you know what to look for, you can position these butterflies to capture massive gains while everyone else is either getting crushed by volatility or blown up by big moves.

What I'm seeing now

Earnings season kicked off this week…

And I'm seeing this same setup forming on several other names reporting over the next few weeks.

The opportunities are there if you know how to spot them.

I'm going live this afternoon at 2 PM ET to break down exactly how I spotted this TSM setup. 

I'll show you the specific pattern I was looking for and how I positioned that butterfly for maximum profit.

We might even put on some live trades if the setups are there.

This isn't theory – this is the exact approach that just made 146% while everyone else was running scared.

Because the earnings season waits for no one.

To your success,
Don Kaufman