The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components...
Read more
TSM Fair Price
My Notes
Začít psátFeed
🚀 This week will be very exciting in the markets!
The whole week will be accompanied by an unpleasant situation on the Middle Eastnamely the attack Iran on Israel and the possibility of further conflict. The White House wants to calm the situation to avoid escalation. This conflict could significantly affect the price of oil.
However, let us look at the key events that will bring...
Read more
Zobrazit další komentáře
I'm quite curious how they'll manage to pull off that TSM lead. I've been reading some analysis on the new machines from ASML and it looks like they're more expensive to produce than the ones TSM is currently using and they can't manage to produce everything they have planned for 2030. Even if Intel delivers what they've been promising for a few years now, it's quite possible they'll make less profit on it than TSM. Factoring in the cost of human labor in Taiwan, they're not going to have an easy time getting to their original margins.
I've sold Intel and Micron and only hold TSM with ASML in semis anymore.
We have an interesting week ahead of us full of opportunities and important numbers. 📊🌐
🗓️ Monday: We honor Martin Luther King Jr. therefore the US markets will remain closed. So we will have time to prepare for what is to come in the days ahead. 💡📚
🏦 Tuesday: Morgan Stanley $MS and Goldman Sachs $GS will reveal their earnings before the markets open. China's National Bureau of...
Read more
Have a great Sunday evening, investors. I've been eyeing $TSM stock for a long time and I really like it, just still not 100% sure about the price. The stock still looks a bit expensive to me. I'd be buying as high as $80. What's your take on this company and what price would you like to buy at?
Zobrazit další komentáře
hello friend, fellow investor! I've had my eye on $TSM as well, and it's a fantastic company. While the current price might seem a tad high, TSM's strong fundamentals and growth potential make it a worthwhile long-term investment. I'd consider it in the mid-$80s, but timing the market can be tricky. What matters most is the company's performance over time.
https://www.trippybug.com/list-of-top-10-pet-friendly-hotels-in-helen-ga/
The markets are showing us a strong sell-off to end the week with big losses in the major stock indices, with the US 500 index down nearly 3% and the Nasdaq 100 down 3.6% in just the last two days! These declines could reveal some nice buying opportunities again next week.
What stock titles are you currently eyeing and planning to buy? Inspiration for your weekend analysis. :-)...
Read more
Zobrazit další komentáře
Zobrazit další komentáře
ASML is indispensable for all chipmakers, unfortunately it is not so visible on the stock. If it will level out I don't know, I guess they need to start talking about AI 😂
Zobrazit další komentáře
As others write - we don't know what will happen tomorrow, in a year, in 5 years. But the numbers are beautiful and the potential is huge. There is a risk/reward to consider here.
Zobrazit další komentáře
Are you using these jumps to sell and collect profits? I bought $TSM at $80 and now I'm up a few percent on it. I was wondering if I should sell or leave it for now, after all it's nice to take advantage of such sudden increases.
As always a great summary! i'm curious to see the results.