
TSMC
TSM
TSM Fair Price

My Notes
Začít psátFeed
📆 Weekly Investment Review: earnings season in full swing, complete with important data and geopolitics!
A mix of corporate results, economic statistics and geopolitical challenges await us this shortened week. Markets will react not only to the numbers, but also to speeches by central bankers and politicians.
🏦 Monday
Results before the markets open:
Goldman Sachs $GS - I'll be...
Read more
Zobrazit další komentáře

Netflix could be quite interesting, and if the results were worse and the stock fell, I might buy.
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?
Zobrazit další komentáře
Zobrazit další komentáře

Hopefully everything will be ok, no one will get hurt and it won't have a deeper impact on the company's subsequent results.
🗓️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
Zobrazit další komentáře

Today's inflation will be very important, as it can change a lot of things again and it can influence the Fed's next decision.
Zobrazit další komentáře

Much more important will be how inflation in the US turns out today. Otherwise, I want to look at the $TSM results tomorrow
🚀 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
Zobrazit další komentáře

I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
📈 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
Zobrazit další komentáře

Performance wise, it's not that interesting to me and I don't even like this stock for my portfolio.
There's quite a bit of this in there. I'll be interested to see where the shares go and there are also results of companies I'm interested in.