TSMC

Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.

Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?

🗓️Týdenní investment overview: key events that move the market!

Earnings season is upon us, with the biggest banking houses in the US kicking off first. Stay tuned for what's ahead! 👀📊

Tuesday:
US PPI inflation: Producer price inflation will reveal whether inflationary pressures in the supply chain are easing. 📦

Wednesday: Big Bank Day! 🏦
U.S. Consumer Price Inflation (CPI): A key...
Read more

On Wednesday, the season of results will slowly start and there may be some interesting opportunities. I'll definitely be interested in the results of $BAC, $TSM and $UNH.

Which companies will you be interested in?

🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡

Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.

...
Read more

📈 Himax Technologies on the rise: a key player in the AI revolution! 🤖

Shares of Himax Technologies $HIMX are up significantly by more than 30% after analyst Ming-Chi Kuo of TF International Securities outlined its potential in collaboration with tech giants Nvidia $NVDA and Taiwan Semiconductor $TSM

Company Himax Technologies, founded in 2001, specialises in high-end...
Read more

💡 TSMC discontinues supply to Chinese chipmaker Sophgo: How geopolitics affects the semiconductor industry

Taiwan Semiconductor Manufacturing Company $TSM, a global leader in chip manufacturing, has suspended its cooperation with Chinese firm Sophgo after its chip was discovered in Huawei' s artificial intelligence processor . Huawei is banned from using advanced technology...
Read more

An incredible performance by $TSM. Revenues in 2024 will reach $83 billion, up from $8 billion in 2004. But do you think the current pace is sustainable? For the next couple of years I guess it's clear, but what's next? Is anyone keeping TSM here for the long term?

Hello, investors! What do you think about $TSMstock ? Anyone here thinking of buying before earnings? Results are expected to be very strong and the company is expected to announce some plans for factories in Europe in the coming months, which could be a nice growth catalyst. Earnings may already be priced into the stock, but given the growing demand for chips and possible EU...
Read more

📅Key events of the upcoming week on the markets!

As earnings season gets underway there will be a lot to watch, last week $JPMBank kicked it off nicely by presenting beautiful results above analyst expectations. Let's see what the banks show us this week and they will also be joined by two tech giants along with the world's largest streaming platform. Here I bring you my...
Read more