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Do you think $TSM is undervalued?

Amazon isn't the cheapest of the Magnificent 7. But it has something that's worth more than a low P/E

Over the past few months, one sentence keeps popping up on social media: Amazon is the cheapest stock of the Magnificent 7. It reads well and shares even better. But the numbers don't add up. Based on estimated P/E, Amazon was only third at the beginning of October. Still, I…

🏦 The Fed isn’t ready to declare victory on inflation just yet.

Yesterday’s FOMC minutes showed that most Fed officials believe another interest-rate hike could be appropriate before the end of 2026.

Key takeaways:…

Oil is getting more expensive and the market immediately wonders if inflation will return. Energy feeds into almost everything – transport, manufacturing, and food prices. When it costs more, companies sooner or later pass that on to customers. And that’s exactly what the Fed doesn’t want to see.

The second pressure comes from the bond market. A bond yield is the interest the…

🇨🇿 CSG AFTER DROP OF MORE THAN 60%! 📉 Opportunity or value trap? $CSG.AS

Well, $PEP results are out. Let's get into it👇

PepsiCo is growing everywhere except at home

🟢Net revenue rose by 5.6%, or 6.7%, respectively.…

The U.S. housing market is under pressure and stocks of the largest companies in the sector are weakening significantly.

How are their valuations, earnings and outlook? Which companies could benefit the most from a potential decline in interest rates?

We will discuss this today at 7:00 PM on the stream: https://www.youtube.com/@Bulios_com/streams

Do you think $JPM is fairly valued?

TSMC $TSM ended the third quarter with record revenue that beat both the company's own guidance and analyst estimates. September, however, is a completely different caliber.

$TSM reported September revenue of NT$511.9 billion. That is up 54.6% year over year. Compared to August, though, it was a slight decline of 0.6%. For the full quarter, revenue reached approximately NT$1.49…

And then they say there is no "circular financing" here, or rather an indebted company gets even more into debt so Nvidia can profit.

SpaceX $SPCX wants to borrow $40 billion to buy chips from Nvidia $NVDA.

The financing is to be led by $APO Apollo Global Management. Of the total amount, $10 billion would be bank loans and $30 billion investment-grade bonds. Let's not forget…

Micron $MU has over 35% of expected revenue through 2030 covered by contracts!

Micron has delivered another very strong quarter. The company continues to grow rapidly, and high demand for memory remains the main driver of current results.

Beyond the numbers themselves, management disclosed several pieces of information that I consider even more important for the years ahead.…

$MCD 🍔👑 MCDONALD’S AT ~$232: DIVIDEND KING + $120 BILLION REAL-ESTATE GIANT?

Pressure on $MCD stock isn't letting up!

McDonald's faces a lawsuit in Chicago claiming its AI pricing tool is used for illegal price coordination across thousands of U.S. restaurants.